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Sep 26 2018

NNichols added a comment to T204179: RichText fields munged .

Looks great! thank you

Sep 26 2018, 2:51 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 25 2018

NNichols added a comment to T205134: Contacts and Imported gifts going straight to trash after import.

I was able to restore all of the gifts that came from engage but if I run the same search going back to 1/1/2016 there are about 282 contacts in the trash. Not sure how we would go through these to see which ones need to be restored.

Sep 25 2018, 7:52 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising-Backlog

Sep 21 2018

NNichols triaged T205134: Contacts and Imported gifts going straight to trash after import as High priority.
Sep 21 2018, 6:37 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising-Backlog
NNichols updated the task description for T205134: Contacts and Imported gifts going straight to trash after import.
Sep 21 2018, 6:37 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising-Backlog
NNichols updated the task description for T205134: Contacts and Imported gifts going straight to trash after import.
Sep 21 2018, 6:36 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising-Backlog
NNichols created T205134: Contacts and Imported gifts going straight to trash after import.
Sep 21 2018, 6:36 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising-Backlog

Sep 19 2018

NNichols triaged T204854: Civi record not loading as Unbreak Now! priority.
Sep 19 2018, 5:46 PM · Fundraising-Backlog
NNichols created T204854: Civi record not loading.
Sep 19 2018, 5:45 PM · Fundraising-Backlog

Sep 18 2018

NNichols added a comment to T204182: Figure out best way to make current employer ' a movable feast'.

@Eileenmcnaughton You ARE the best. It works great. I tested it a few times with different civi records.

Sep 18 2018, 3:21 PM · Patch-For-Review, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T204181: Profile won't save if contact_id is in it.

@Eileenmcnaughton Yes! I added the contact ID back into the block we originally wanted it to live in. Have been able to edit the other field around it without issue.

Sep 18 2018, 3:18 PM · Patch-For-Review, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T204172: Contact summary screen - tag block not working.

@Eileenmcnaughton Yes! I have tested it out on a few profiles (individual and org) and it looks great. I think we can wait for the fix as no one has really caught it besides me.

Sep 18 2018, 3:16 PM · Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T203266: Unable to make edits from Summary Screen.

@Eileenmcnaughton Yes I can confirm those are each individual issues we've encountered

  1. I created a separate block for the ID to live with the contact source since these are things that do not change
  2. yes - also no biggie but we lost the ability to have color coded tags :(
  3. yes - I have also removed the current employer from the custom block we were using and am now relying on the Key relationships block - only issue is that it is not right next to the Job Title field
  4. YES
Sep 18 2018, 1:20 AM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T204182: Figure out best way to make current employer ' a movable feast'.

@Eileenmcnaughton I've moved things around a little on the contact screen to accommodate for the time being. I think the most important thing for us was not so much that it was at the top but that the original screen allowed the fields "current employer" to be grouped with "job title"

Sep 18 2018, 12:34 AM · Patch-For-Review, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 11 2018

NNichols added a comment to T203266: Unable to make edits from Summary Screen.

@Eileenmcnaughton Sorry to tack on more to this task but is there a way to fix this?

image.png (233×272 px, 15 KB)

I am editing the Prospect field Next Steps from the Summary Screen and cannot seem to get it just to show me the text I inserted.

Sep 11 2018, 4:08 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T203266: Unable to make edits from Summary Screen.

@Eileenmcnaughton I spoke too soon. I still can't edit tags. Also, if I enter an employer on the summary screen and save The relationship then appears as both Current and Inactive at the same time.

Sep 11 2018, 4:02 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T203266: Unable to make edits from Summary Screen.

@Eileenmcnaughton That makes sense! Thanks for figuring that out. It seems to be working for me now. I just added another block that contains only the Contact ID since like you said it's not editable.

Sep 11 2018, 3:50 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 31 2018

NNichols created T203266: Unable to make edits from Summary Screen.
Aug 31 2018, 6:17 PM · Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Fundraising Sprint Raw data can give you salmonella, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 29 2018

NNichols created T203057: Activities tab- multi select option for exclude filter .
Aug 29 2018, 4:30 AM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising Sprint Fistful of $variables, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols created T203056: Pre form help option.
Aug 29 2018, 4:24 AM · Fundraising-Backlog

Aug 21 2018

NNichols created T202428: Possible changes to Activities tab - removing some activity types.
Aug 21 2018, 4:49 PM · Fundraising-Backlog

Aug 20 2018

NNichols created T202330: Inserting Images into Civi mail.
Aug 20 2018, 9:07 PM · Fundraising Sprint Raw data can give you salmonella, Fundraising Sprint Queue is pronounced GJif, Fundraising Sprint Pluto is still a planet, Unplanned-Sprint-Work, Fundraising-Backlog

Jul 14 2018

NNichols added a comment to T199589: Org details not exporting.

Never mind! Cancel this please.

Jul 14 2018, 1:18 AM · Fundraising-Backlog
NNichols created T199589: Org details not exporting.
Jul 14 2018, 1:00 AM · Fundraising-Backlog

Jul 2 2018

NNichols added a comment to T197045: Cannot remove someone from group.

Works great! I removed her from the other group as well. Thank you!

Jul 2 2018, 9:49 PM · Patch-For-Review, Fundraising Sprint Matt Damon to head up Space Force, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 12 2018

NNichols created T197045: Cannot remove someone from group.
Jun 12 2018, 10:10 PM · Patch-For-Review, Fundraising Sprint Matt Damon to head up Space Force, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 5 2018

NNichols added a comment to T196420: Free form Partner field.

Looks great!

Jun 5 2018, 12:02 AM · Patch-For-Review, Fundraising Sprint Lactose is unusually tolerant, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 29 2018

NNichols created T195886: Turn on search capability for Estimated Net Worth.
May 29 2018, 4:23 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 22 2018

NNichols added a comment to T195266: Creating a new record without email.

@Eileenmcnaughton Correct we would want this optional for individuals as well.

May 22 2018, 5:02 PM · Connected-Open-Heritage-Batch-uploads (RAÄ-KMB_1_2017-02), CheckUser, Fundraising-Backlog
NNichols created T195311: Back fill middle names on display .
May 22 2018, 4:39 PM · Patch-For-Review, Fundraising Sprint Karma chameleons hide amongst us, Fr-CiviCRM-dedupe-FY2017/18, Fundraising-Backlog
NNichols created T195309: Unable to attach Word docs in note section.
May 22 2018, 4:36 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 21 2018

NNichols created T195266: Creating a new record without email.
May 21 2018, 9:45 PM · Connected-Open-Heritage-Batch-uploads (RAÄ-KMB_1_2017-02), CheckUser, Fundraising-Backlog

May 16 2018

NNichols created T194805: Smart Group crashed?.
May 16 2018, 12:36 AM · Fundraising-Backlog

May 15 2018

NNichols created T194784: Prospect Tab- Reviewed Field.
May 15 2018, 5:12 PM · Fundraising-Backlog
NNichols created T194783: Contact Report Filters not displaying tag set tags.
May 15 2018, 5:00 PM · Fundraising-Backlog
NNichols created T194779: Website field missing for some records.
May 15 2018, 4:34 PM · Fundraising-Backlog

Apr 17 2018

NNichols added a comment to T189617: Step 1 , 2 and 3 of engage import.

@Eileenmcnaughton it's been working great for me! For the last three imports I went back and double checked the file created with new contacts and did not find any that should have been merged - they were also pretty small to begin with though.
@LeanneS Is there anything else you think we should be testing before this gets closed?

Apr 17 2018, 4:49 PM · Fundraising Sprint HTTP originally stood for Happy Turtle Transfer Protocol, Fundraising Sprint Gravity wasn't always this pushy, Patch-For-Review, Fundraising Sprint Fhabricator is spelled with an "F", Fundraising Sprint Elevators were never intended to go down, Fundraising-Backlog, Fr-CiviCRM-dedupe-FY2017/18, Wikimedia-Fundraising-CiviCRM

Mar 21 2018

NNichols created T190319: Additional field on Summary Screen for link.
Mar 21 2018, 5:55 PM · Fr-CiviCRM-dedupe-FY2017/18, Fundraising-Backlog
NNichols created T190316: Displaying Groups on Summary Screen.
Mar 21 2018, 5:49 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 13 2018

NNichols added a comment to T185960: Disappearing address info in Civi.

@Eileenmcnaughton yes! Thanks again for your help

Feb 13 2018, 9:11 PM · Fundraising Sprint Cottage Cheese isn't Made of Cottages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T185960: Disappearing address info in Civi.

@Eileenmcnaughton Much appreciated! I've removed the #N/A suffix from all of these listed.

Feb 13 2018, 3:28 AM · Fundraising Sprint Cottage Cheese isn't Made of Cottages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 8 2018

NNichols added a comment to T185960: Disappearing address info in Civi.

I've corrected the contacts with the missing addresses. However, @Eileenmcnaughton is there anyway to pull contacts with #N/A as the suffix to just be sure? I couldn't figure out how to search for these contacts.

Feb 8 2018, 1:36 AM · Fundraising Sprint Cottage Cheese isn't Made of Cottages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jan 31 2018

NNichols added a comment to T185960: Disappearing address info in Civi.

@Eileenmcnaughton I corrected most of them. Let me find some time today to do another once over and manually enter any that I missed initially. I'll get back to you though about maybe helping me make sure I got them all. Will keep you posted!

Jan 31 2018, 6:17 PM · Fundraising Sprint Cottage Cheese isn't Made of Cottages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jan 30 2018

NNichols added a comment to T185960: Disappearing address info in Civi.

@Eileenmcnaughton I just noticed as well that information like the "Do Not email" are marked on those that had a "Y" in the AC flag column so it makes sense that the columns were probably just pushed down one. While the import file appears correct all I can think is that I must have made a change at some point that I later corrected when doing the merges.

Jan 30 2018, 12:18 AM · Fundraising Sprint Cottage Cheese isn't Made of Cottages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jan 29 2018

NNichols added a comment to T185960: Disappearing address info in Civi.

I am looking at what I've imported recently and it looks like it is just
that file. I'm betting it is as you said mismatched columns. @ LeanneS
I'll update the contacts

Jan 29 2018, 11:37 PM · Fundraising Sprint Cottage Cheese isn't Made of Cottages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Dec 20 2017

NNichols added a comment to T181088: Merge on addresses for MG .

@Eileenmcnaughton Sorry for the delay! I have definitely noticed a decrease in dupes. I say we're good to close.

Dec 20 2017, 8:11 PM · Patch-For-Review, Fundraising Sprint Winter Wanderland, Fundraising-Backlog, Fr-CiviCRM-dedupe-FY2017/18, Wikimedia-Fundraising-CiviCRM