Mon, Jun 14
@EYener Awesome, thanks so much for the quick turnaround on this list!!
Fri, Jun 11
Thank you @EYener! I started a 2021 folder here: Fundraising/Tech/Major Gifts/TargetSmart Update/2021 Update
Thu, Jun 10
@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.
Wed, Jun 2
May 17 2021
@DStrine Yep! This will be an option included in the files imported with the Engage import.
May 4 2021
Apr 27 2021
@RLewis Would you would an amount limit on overwriting, for example with $25K+ gifts so they can be reviewed?
Apr 8 2021
Thank you @Cstone!
Mar 12 2021
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:
Mar 4 2021
Amazing! Thank you, @Eileenmcnaughton! It's also super helpful to see how you built this search as this kind of searching happens often.
Feb 24 2021
Feb 4 2021
@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.
Feb 1 2021
Dec 16 2020
Dec 15 2020
@Eileenmcnaughton I think we can go with option B, moving her to the Engage Management role. Thank you!
Dec 10 2020
Dec 8 2020
@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?
Dec 1 2020
@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.
@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!
Nov 24 2020
@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?
Nov 18 2020
Much appreciated @jgleeson!
Nov 17 2020
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:
Oct 27 2020
Oct 20 2020
@Eileenmcnaughton The import worked on production! Thanks for updating.
Oct 14 2020
@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.
Oct 13 2020
Oct 7 2020
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!
Oct 5 2020
Thank you @Dwisehaupt!
Melanie's number is now filled in. Thanks!
Oct 2 2020
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
Oct 1 2020
Sep 30 2020
@Eileenmcnaughton I think it's happening with all contributions.
Sep 22 2020
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.
Sep 1 2020
Aug 18 2020
@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.
Jul 29 2020
Jul 27 2020
Jul 6 2020
@Eileenmcnaughton Did another review and the contacts look good!
Jul 3 2020
Jun 23 2020
@Eileenmcnaughton I just added the amended file to the server here: Tech/Major Gifts/TargetSmart Update/2020 Update/Amended contacts/June 2020
Jun 18 2020
@EYener Thank you! I was able to open it easily. Appreciate your help!
Jun 16 2020
@Eileenmcnaughton Here is an example: 2155287
Jun 9 2020
Jun 5 2020
Sounds great! Thanks @EYener.
Jun 4 2020
Cool! Thanks so much @EYener!
May 11 2020
Thanks @Eileenmcnaughton! I did a spot check and they looked good.
Apr 30 2020
Go for it! Thank you!
Apr 29 2020
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.
Apr 28 2020
@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?
Apr 20 2020
Apr 14 2020
@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!
Apr 13 2020
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?
Apr 9 2020
ssh-rsa AAAAB3NzaC1yc2EAAAADAQABAAACAQDUo9+VehmXx8gJSE3/+MT9uP31gu3stI2EUNcf6I/LXkUAfBLQ9JcRkSRxdFYsfDfSYx7yLBpbXFw6wMUAlPl1989e++97E2oDn82gU4BcRbB5e3Py/tQWnXia2A2KfVZPOA30/n7foYvmnE023bVIZg01hYxGsr6mTWgFEPeZqYlYu1QfGASer3bgx5VimWA+a/l5i4jGyk+Eqa78Ycsnlgps3agskrvVUaAiF92bP29xIue3MgGu2GHgE7d/omQfBUxHscaGHNR9sKbdTVii6xDyDAiXoUQ2Oaq4oRNOuh8+7vAne0zoyHnp+An13AGXVNwWtz7n6cBWEq9XKcq3XWoawERKUUOhAbqjXCBAor+nrBnCZ2X8QMjxk93fIoLTxw+NxnGysiSUqe3Xbsgzy4z57uUjk/k97e1WUnd0wjsPGknszRgFwyizxHX8gWLax/zf/Ldsv2FtaZUk1k4bm8IQ4bGGbYhFJBgjbH90t71TXeE9lO+TvuQE8VPTfxZZwIuhNC2Y7lhYWgioF8T6QxKoucKn/uefKOviBxifQLCF1BQXfEbtUDne8iZkIq6dw5TLxEEFLCl/19xm2PKXNgLzr+IXvnpTj6GCNBYlGmNoaWnYxxM/++cc94i45yUEeYx+nRfop1yKFxbudVDF9XsBn85851TT5GGHS4ujxw== firstname.lastname@example.org
Apr 8 2020
Mar 30 2020
@Dwisehaupt She is all set with her current certificate. Thanks!
Mar 24 2020
@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.
Mar 23 2020
Thank you @Eileenmcnaughton!
Mar 18 2020
@Eileenmcnaughton Confirmed - latest is Feb 2020.
Feb 26 2020
@Eileenmcnaughton Thanks, it looks like the emails are going out now!
Jan 16 2020
Nov 2019-Jan 2020 works great!
Jan 13 2020
@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."
Jan 8 2020
Nov 11 2019
@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.
Nov 8 2019
@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.
@Cstone Awesome thanks! And on the contribution record, how does the thank you get triggered? I was able to generate this TY in Batch Data Entry, but wasn't able to trigger one manually on my own record.
Nov 6 2019
@Cstone and @Eileenmcnaughton Thanks so much for this! To confirm, is this live on production? Also, does this apply to contributions added on the contact record or the batch data entry page or both? Just want to make sure I give Engage the right info.
Oct 8 2019
Oct 7 2019
@Eileenmcnaughton I was able to get them all imported by dividing into different files. Dividing worked for about half and then I received the error again. I tried re-exporting the remaining donations and that seemed to work. Not sure what the issue was but at least able to successfully get all the donation in Civi.
Oct 4 2019
Hm that's strange. It did fail off the bat. I just tried again and received the same error.
Oct 3 2019
Thank you! Just saw this and realized that the issue I just experienced with importing this morning might be related? T234556
The file is here for reference: Tech/Stripe/Reimport for Stripe