After chatting with Sandra, having the values added to nickname field wouldn't necessarily cause any issues, but if the data is to be used, there should be a way to connect the names in advanced search so that it is searchable and have Civi save the alternate name during a merge to retain the data, perhaps to the nickname field as well.

Thank you for spotting that stray data value @Eileenmcnaughton! Good to know the fix if this ever pops up again.

@Eileenmcnaughton Sorry I'm catching up after being away. Confirming those 4 imports aren't in use anymore.

@Eileenmcnaughton Also want to note that in the past we've needed to use null or something of the sort to prevent the old supplemental address 1 from showing up in the address block of the new/primary address.

@Eileenmcnaughton Thank you! I'm around my afternoon/your morning to review together. I'll put some time on our calendars.

Thanks @Eileenmcnaughton! I just tried it out and it worked. Thanks so much. As a heads up, commas included in the amount field seem to interfere with the auto-populating of the source field. It leads it to show as just 2 digit values instead of the full value. Example: -10,000 or 10,000 turns into USD -10.00 or USD 10.00 respectively. It worked fine though when the comma wasn't included.

@DStrine @Eileenmcnaughton I've just added the amended files to the same spot on the server - Fundraising/Tech/Major Gifts/TargetSmart Update/2021 Update/Amended files. The fields are all the same as last year, except for one new one, which I just created in Civi: IRA and 401K Decile.

@DStrine @Eileenmcnaughton As a heads up, we're expecting the amended files by Thursday!

@EYener Awesome, thanks so much for the quick turnaround on this list!!

Thank you @EYener! I started a 2021 folder here: Fundraising/Tech/Major Gifts/TargetSmart Update/2021 Update

@Eileenmcnaughton Yep, as @RLewis and @MDemosWMF mentioned, most non-USD gifts are imported, except for gifts of a certain amount and Chapter transfers so the volume is manageable if permissions were to be changed.

@DStrine Yep! This will be an option included in the files imported with the Engage import.

@RLewis Would you would an amount limit on overwriting, for example with $25K+ gifts so they can be reviewed?

Thank you @Cstone!

Just adding that these are the the two fields we thought would help to distinguish when hovering if we need to be picky on number of fields:

Amazing! Thank you, @Eileenmcnaughton! It's also super helpful to see how you built this search as this kind of searching happens often.

@EYener @MDemosWMF There are many use cases for reporting and searching on original currency and original amounts! These are incorporated into a lot of mailings. Other examples are being able to pull lists or searches on gifts in other currencies, such as when a donor reaches out to see if we've received their 500 EUR check or a list of donors who've given X EUR or more in the past, etc. Advanced Search/Find Contributions can be restricted in pulling that info. Perhaps that's a bug @Eileenmcnaughton? I would say there are fewer use cases for lists involving fees, but could also see there being some with Donor Relations where incorporating fees might be useful.

@Eileenmcnaughton Thank you! @MDemosWMF Could you ask Breianne to test deleting a zeroed out contribution and let us know if works for her?

@Eileenmcnaughton I think we can go with option B, moving her to the Engage Management role. Thank you!

@Cstone @MDemosWMF and I reviewed the latest deployment and looks like we're all set! Thanks for your help!

@DStrine Thanks! I just reviewed and it looks like we're almost set, but the whole tax exempt section was removed. I think that might be needed for tax purposes right?

Thank you @DStrine and @Cstone! Let me know if you have any questions.

@DStrine That's right. I just took a look and all donors in the past 4 years besides one have been U.S. based, so I think it would be fine to do English only. If a non-U.S. stock donation pops up, we can do by hand.

Thanks @DStrine. Most, if not all, stock donors are U.S. based so I don't think a translated TY email would come up much. I think @CDenes_WMF's solution of removing the stock description for non English versions would work, and we can always send a manual TY if that pops up.

Thank you!

@DStrine Just want to ping on my previous note. Would it be possible to remove or update that sentence lower down in the email so we can begin using the new stock TY email? Thanks very much!

@DStrine Thanks! The stock info field shows up great in the new email. Looking further down the email, there is this sentence that shows the Total Amount field: For your records: Your donation, number X, on 2020-11-24 was USD X.00. Is it possible to update (or remove) to prevent confusion?

Much appreciated @jgleeson!

Thank you @jgleeson! I just tested and the new field showed successfully in the receipt. Would it be possible to add in the Stock Description field to that first sentence as well? We use that field to indicate X number of shares of X stock were received. Stock thank you letters usually indicate that for tax purposes and including will make it clear to the donor that we received their stock transfer. Something like below would work:

@Eileenmcnaughton The import worked on production! Thanks for updating.

@Eileenmcnaughton The test was successful!

Sorry I thought this was on production. I'll check staging.

@Eileenmcnaughton Just tested it out and received this error: Import error: INVALID_FILE_FORMAT This file is missing column headers: Entry Date, Amount, Bank Reference, Currency, Posted Time Source: array ( )

Thanks @Eileenmcnaughton! Confirming that it is the Citibank Individuals import. I'll test today and let you know how it goes.

Hi, I just want to see where we are with the import changes. I just received the September donation report for import. Let me know if that would be helpful to provide. Thanks!

Thank you @Dwisehaupt!

Melanie's number is now filled in. Thanks!

Great! Thanks so much.

@DStrine Jessica and I spoke about the stock TY email. To give you an idea on timing, stock donations start to ramp up in November so I think having this task in a sprint this month works well. Let me know if you want to go over any of this request! Thanks

@Eileenmcnaughton I think it's happening with all contributions.

Hi, I received the sample report in the new template structure from Finance and added it to the server under Citibank - September 2020_New template.

@Eileenmcnaughton Last Currency is used in exports for MGF&E appeal mailings when sending letters to non-US donors that include last donation info. I think that might be the only use case, but the field is used.

Thanks @Eileenmcnaughton! @RLewis Does that work on your end to update the status when entering the contribution (transfer)?

@Eileenmcnaughton Did another review and the contacts look good!

@Eileenmcnaughton @CCogdill_WMF I just did a spot check of a few in this group and they looked good. Happy to do a more thorough review on Monday, but the first handful seem mapped nicely.

@Eileenmcnaughton I just added the amended file to the server here: Tech/Major Gifts/TargetSmart Update/2020 Update/Amended contacts/June 2020

@EYener Thank you! I was able to open it easily. Appreciate your help!

@Eileenmcnaughton Here is an example: 2155287

Sounds great! Thanks @EYener.

Cool! Thanks so much @EYener!

Thanks @Eileenmcnaughton! I did a spot check and they looked good.

Go for it! Thank you!

Works for me! I think it would be good to update later if we can as the group will appear larger too.

Ah I see now. Thanks for manually updating those! I'm wondering if there's a way to skip updating those without a ts address since it leads to two addresses in the contact when they weren't updated? Not a big deal if it complicates it though.

@Eileenmcnaughton Thanks! Could you share a CID of one of those with no ts address? I think might impact a lot of the contacts in the full file.

@Eileenmcnaughton Great thank you! These two contacts look good to me. Glad the existing mapping works to use again. Does it matter that the column order has changed or did you just update that?

@MBeat33 Engage processes a variety of gift types that come in via EFT, mostly DAF and matching gifts. The best way to tell if it's a DAF is via the Gift Source field and it would be marked as Donor Advised Fund. For regular individual donations, they would mark the gift source as a community gift or benefactor gift.

Cool, I'll proceed with this file. Thanks for your help!

Thanks @Eileenmcnaughton. I spot checked throughout the file and it does appear that most of the dupes are at the beginning of file. When I go further into the file, they all appear to be new donors. I guess the order of the contact IDs?

@MBeat33 @DStrine This contribution was a DAF so the donor received the DAF TY that excludes tax info. For regular Engage gifts, they should receive the general automatic TY email.

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@Dwisehaupt She is all set with her current certificate. Thanks!

@Dwisehaupt She likely will use the other computer once she is able to return to her office. That's good to know! I'll ask her to install the one already issued to her and let you know if she has any issues or doesn't have it.

Thank you @Eileenmcnaughton!

@Eileenmcnaughton Confirmed - latest is Feb 2020.

@Eileenmcnaughton Thanks, it looks like the emails are going out now!

Nov 2019-Jan 2020 works great!

@Eileenmcnaughton Thanks for this info. Is there any way to take out the need to go back and delete Manually Entered and save? This would be a bit cumbersome for Engage especially when dealing with high volume and I'd love to make the process less manual.

Hi All, it looks like the automatic TYs haven't been going out. When I search for DAF gifts with email addresses, there are a few hundred that show with a status of "Thank-you Not Sent". The no thank you reason says "Manually entered."

@Eileenmcnaughton It seems that's not being applied unfortunately, as it shows as a conflict if one is empty and you need to check it.

@Eileenmcnaughton When merging, I found that many of the prospect fields that had conflicts due to information being added in the duplicate record didn't move over unless I clicked on the check box for them on the merge page. Is it set up to automatically move data over if the field was previously blank? This issue came up in most MG records I merged.

@Cstone Same! And just to confirm, if there is no email address, the Thank-You Sent field will remain blank? We'll need to go back and pull those that didn't receive the automatic TY so that would be the easiest way to tell who still needs one.

@Cstone Thanks! I see now what the issue was now. I was clearing out the field, but then entering in a date under Thank-You Sent. It looks like if I enter in a date in the Thank-You Sent field, it doesn't send, but if I leave it blank, it will trigger the TY email.