We've determined that we no longer need to calculate all of the fields separately for foundation, endowment and both funds, because they are not used in Acoustic or Civi as we generally use both funds fields instead of the separate endowment or foundation fields.
We determined that we should keep donation count and first donation date in all three versions, while only keeping both funds for all of the other calculated fields. Specifically:
Fields we want to keep separately as foundation, endowment and both funds:
Donation count
First donation date
Fields that are currently split (foundation/endowment or all three) and we will retain just one field covering both funds:
- Largest donation (to be deployed)
- Lifetime USD total
- Last donation date
- FY total (to be deployed)
- Change FY total (to be deployed)
- CY total (to be deployed, will require an update of all donors)
Fields that are currently foundation only and will become both funds:
- Last donation currency
- Last donation amount
- Last donation USD
We will also remove the is_202N_donor fields, which are not filled and have never been used.
This has been approved by Email, MGFE and Audience. Ideally done for May maintenance window.
@ppenloglou asks: When this is ready, could you please let us know if any existing field names will have their name edited? It matters for DC Rulesets we maintain
- Will also need to ensure contact summary overlay fields continue to work if field names updated (not an issue).
- Manually remove custom fields no longer needed, update Acoustic as needed and update silverpop tables.