Thanks @AKanji-WMF, if we have to choose one we should definitely prioritize ACH given the potential impact on recurring retention and market share.

Thanks @MDemosWMF all that sounds correct to me.

Thanks @EMartin I think it's okay to put it in Civi in a field we're not using to track revenue. We could then build out reporting in Superset to alleviate some of your manual work. Do the adjustments Anil mentioned mean that this isn't going to be helpful/giving you an incomplete picture.

Hi @Dwisehaupt I've added Angelito & James to the contact list on Collab. Please let me know if you need anything else to get them set up.

Hi @Dwisehaupt I've added Angelito & James to the contact list on Collab. Please let me know if you need anything else to get them set up.

Thanks @Dwisehaupt we'd like to get Angelito Reyes and James Baldwin from Finance set up in Superset, they only need view access to see some revenue reports. I will send an email to Lisa for approval and share the Collab steps with James and Angelito.

Thanks @Dwisehaupt we'd like to get Angelito Reyes and James Baldwin from Finance set up in Superset, they only need view access to see some revenue reports. I will send an email to Lisa for approval and share the Collab steps with James and Angelito.

@Eileenmcnaughton we'll need this one as Joseph will be using it to identify Online Gifts for reporting.

Hi @AKanji-WMF I checked with the major gifts managers/directors and they checked with their wider team. They've confirmed these changes are okay, I also checked with the analysts on my team. I don't believe others use these fields, unless anyone of your team is aware of anyone else we should check with, I think we're okay to proceed.

@AKanji-WMF yes that's fine, it's so old and was requested by someone who is no longer here.

Thanks @AnnWF I've just reviewed and all looks good. We can send to Data Axle in one file. Please name the file "Wikimedia_Data_061623". I will let them know the file name now.

Thanks @AnnWF, appreciate it. I'll take a look once it's ready and then we should be able to send over the Data Axle.

Hi @AnnWF just wanted to check I haven't missed a message here (Melanie is out until next week). Is the updated list ready to view, or are you still working on it?

Hi @Eileenmcnaughton major gifts just needs FY (not calendar) and they only need 5 years back so anything prior to 2017/18 can be removed.

@Eileenmcnaughton just FY, but I'm confirming how far back they need. Ideally, we'd just keep the last 5 or so. I'll confirm tomorrow.

Hi @Eileenmcnaughton I checked with Major Gifts and they'd like to keep the FY fields as they use them for searching for annual appeal donors in searchkit, all other proposed changes we're good to move forward.

Got it, thanks @Eileenmcnaughton. Let me double check with major gifts if they use any of them when using Searchkit. I imagine in most cases you could get to the data through other means (like selecting a date range), but I'll confirm and get back to you shortly.

Hi @Eileenmcnaughton thanks for the nudge. I think the ones you proposed look fine, but just confirming you're removing the indexing on those columns? Not removing the columns? So the columns will remain, be named the same and we'll still be able to access for analytics purposes. If that's the case then no changes on my end.

Thanks @AKanji-WMF & @Eileenmcnaughton. I've just requested access to the spreadsheet and will add some notes on which ones we can remove.

Major Gifts probably == Major Donors defined as 'cumulative giving in calendar year of 10k+' - I've commented on the sheet for clarification because I don't understand how you can have given that much in the current calendar year and be lapsed so perhaps ANY calendar year. In which case maybe we want to have a field of 'highest donor level achieved' as a field - and if so how long does that last?