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LeanneS (Leanne Schreibstein)
User

Today

  • Clear sailing ahead.

Tomorrow

  • Clear sailing ahead.

Sunday

  • Clear sailing ahead.

User Details

User Since
Jun 10 2015, 9:30 PM (259 w, 1 d)
Availability
Available
LDAP User
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MediaWiki User
LSchreibstein (WMF) [ Global Accounts ]

Recent Activity

Mon, May 11

LeanneS added a comment to T250755: Import new donor list back into Civi.

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

Mon, May 11, 11:09 PM · Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Thu, Apr 30

LeanneS added a comment to T250755: Import new donor list back into Civi.

Go for it! Thank you!

Thu, Apr 30, 12:51 AM · Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Wed, Apr 29

LeanneS added a comment to T250755: Import new donor list back into Civi.

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

Wed, Apr 29, 11:34 PM · Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T250755: Import new donor list back into Civi.

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.

Wed, Apr 29, 11:22 PM · Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T250755: Import new donor list back into Civi.

@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.

Wed, Apr 29, 8:20 PM · Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 28 2020

LeanneS added a comment to T250755: Import new donor list back into Civi.

@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 28 2020, 8:40 PM · Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 20 2020

LeanneS created T250755: Import new donor list back into Civi.
Apr 20 2020, 9:34 PM · Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 14 2020

LeanneS added a comment to T249771: Missing information on the Engage Receipt.

@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.

Apr 14 2020, 4:15 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T249766: Found donors who have previously given in New donors FY1920 list.

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

Apr 14 2020, 4:08 PM · fundraising Sprint Grep works IRL, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 13 2020

LeanneS added a comment to T249766: Found donors who have previously given in New donors FY1920 list.

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 13 2020, 11:01 PM · fundraising Sprint Grep works IRL, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T249771: Missing information on the Engage Receipt.

@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.

Apr 13 2020, 10:01 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 9 2020

LeanneS added a comment to T249657: New ssh keypair needed for leannes.

ssh-rsa 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 lschreibstein@wikimedia.org

Apr 9 2020, 9:19 PM · fundraising-tech-ops, Fundraising-Backlog

Apr 8 2020

LeanneS created T249766: Found donors who have previously given in New donors FY1920 list.
Apr 8 2020, 8:18 PM · fundraising Sprint Grep works IRL, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 30 2020

LeanneS added a comment to T248398: New certificate for Breianne B.

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

Mar 30 2020, 7:32 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 24 2020

LeanneS added a comment to T248398: New certificate for Breianne B.

@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 24 2020, 5:24 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T248398: New certificate for Breianne B.
Mar 24 2020, 5:04 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 23 2020

LeanneS added a comment to T246889: Benevity Import error message received .

Thank you @Eileenmcnaughton!

Mar 23 2020, 4:28 PM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 18 2020

LeanneS added a comment to T246889: Benevity Import error message received .

@Eileenmcnaughton Confirmed - latest is Feb 2020.

Mar 18 2020, 4:51 PM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 26 2020

LeanneS added a comment to T233374: Automatic DAF thank you email.

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

Feb 26 2020, 7:11 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back

Jan 16 2020

LeanneS added a comment to T233374: Automatic DAF thank you email.

Nov 2019-Jan 2020 works great!

Jan 16 2020, 8:25 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back

Jan 13 2020

LeanneS added a comment to T233374: Automatic DAF thank you email.

@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.

Jan 13 2020, 10:48 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back
LeanneS added a comment to T233374: Automatic DAF thank you email.

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 13 2020, 9:19 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back

Jan 8 2020

LeanneS created T242296: New Engage Civi Credential: Pat S..
Jan 8 2020, 11:28 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Nov 11 2019

LeanneS added a comment to T232625: Civi dedupe: request to Move Related prospect tab data by default.

@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 11 2019, 7:38 PM · Fundraising Sprint YAMLton, the Musical, Fundraising Sprint X-rays, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, Wikimedia-Fundraising-CiviCRM, FR-Civi-Dedupe, Fundraising-Backlog

Nov 8 2019

LeanneS added a comment to T232625: Civi dedupe: request to Move Related prospect tab data by default.

@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.

Nov 8 2019, 6:35 PM · Fundraising Sprint YAMLton, the Musical, Fundraising Sprint X-rays, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, Wikimedia-Fundraising-CiviCRM, FR-Civi-Dedupe, Fundraising-Backlog
LeanneS added a comment to T233374: Automatic DAF thank you email.

@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.

Nov 8 2019, 6:12 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back
LeanneS added a comment to T233374: Automatic DAF thank you email.

@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.

Nov 8 2019, 5:55 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back
LeanneS added a comment to T233374: Automatic DAF thank you 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 8 2019, 5:24 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back

Nov 6 2019

LeanneS added a comment to T233374: Automatic DAF thank you email.

@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.

Nov 6 2019, 9:53 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back

Oct 8 2019

LeanneS updated subscribers of T234992: New credential for Engage: Naomi K.
Oct 8 2019, 9:30 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T234992: New credential for Engage: Naomi K.
Oct 8 2019, 7:26 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 7 2019

LeanneS added a comment to T234556: Stripe import issue.

@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 7 2019, 2:28 AM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 4 2019

LeanneS added a comment to T234556: Stripe import issue.

Hm that's strange. It did fail off the bat. I just tried again and received the same error.

Oct 4 2019, 4:57 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 3 2019

LeanneS added a comment to T230513: Change in Stripe import file.

Thank you! Just saw this and realized that the issue I just experienced with importing this morning might be related? T234556

Oct 3 2019, 6:45 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T234556: Stripe import issue.

The file is here for reference: Tech/Stripe/Reimport for Stripe

Oct 3 2019, 6:41 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS triaged T234556: Stripe import issue as High priority.
Oct 3 2019, 5:59 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T234556: Stripe import issue.
Oct 3 2019, 5:58 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 2 2019

LeanneS added a comment to T231362: Gender for original TargetSmart list.

@Eileenmcnaughton Yes, done! Thank you!

Oct 2 2019, 7:38 PM · Fundraising Sprint Trojan Horse Wisperer, Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 23 2019

LeanneS added a comment to T233374: Automatic DAF thank you email.

@mepps That would be great!

Sep 23 2019, 8:38 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back

Sep 20 2019

LeanneS added a comment to T233374: Automatic DAF thank you email.

This also ties in with the batch data entry task (T230450)

Sep 20 2019, 12:05 AM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back
LeanneS created T233374: Automatic DAF thank you email.
Sep 20 2019, 12:00 AM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Usual Subscripts, Fundraising Sprint Visual Basic Instinct, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint X-rays, Fundraising Sprint Autocorrect Astrology Ascendant, Patch-For-Review, Fundraising Sprint Byzantine Empire Strikes Back

Sep 16 2019

LeanneS added a comment to T231362: Gender for original TargetSmart list.

@Eileenmcnaughton Awesome thanks so much!!

Sep 16 2019, 8:00 PM · Fundraising Sprint Trojan Horse Wisperer, Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 4 2019

LeanneS added a comment to T231362: Gender for original TargetSmart list.

@Eileenmcnaughton I created a new import "TargetSmart Import 2019 - Gender" and added the Primary -Supplemental Address 1 field as the last field in the mapping. Does the file need to be updated as well?

Sep 4 2019, 9:49 PM · Fundraising Sprint Trojan Horse Wisperer, Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 3 2019

LeanneS added a comment to T231362: Gender for original TargetSmart list.

Got it. Could I create a new import mapping to not mess with the field mapping for the future? As you know, the current export mapping page can be cumbersome to deal with.

Sep 3 2019, 10:55 PM · Fundraising Sprint Trojan Horse Wisperer, Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T231362: Gender for original TargetSmart list.

@Eileenmcnaughton Is it possible to just import the Gender column? The rest of the information is already imported.

Sep 3 2019, 8:58 PM · Fundraising Sprint Trojan Horse Wisperer, Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 29 2019

LeanneS added a comment to T228715: Nurse love & iterate on our targetsmart batch job.

Ah got it. Well that's not TOO bad then.

Aug 29 2019, 10:37 PM · Fundraising Sprint Quick and the Deadlocked, Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T228715: Nurse love & iterate on our targetsmart batch job.

Great news! Were there many rows with bad data that caused issues?

Aug 29 2019, 9:22 PM · Fundraising Sprint Quick and the Deadlocked, Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 27 2019

LeanneS added a comment to T228715: Nurse love & iterate on our targetsmart batch job.

Wonderful! Thanks so much.

Aug 27 2019, 5:43 PM · Fundraising Sprint Quick and the Deadlocked, Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T231362: Gender for original TargetSmart list.
Aug 27 2019, 5:17 PM · Fundraising Sprint Trojan Horse Wisperer, Fundraising Sprint Sysadmin Kane, Fundraising Sprint Rocky Horror Presentation Layer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 19 2019

LeanneS added a comment to T228712: Finalise & test field mapping for targetsmart import.

Ah I see those now! These look good to me.

Aug 19 2019, 3:57 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 15 2019

LeanneS added a comment to T228712: Finalise & test field mapping for targetsmart import.

@Eileenmcnaughton Thanks! I just looked at them and it seems that the street address is missing from the Old 2019 address and all of the prospect fields are missing. Is it set up so that if there is a change in address, it would be fully included? I think we'd want both in there.

Aug 15 2019, 9:10 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 14 2019

LeanneS added a comment to T230513: Change in Stripe import file.

I know. :( Sometime in the next month would be great. I can manually update in the meantime.

Aug 14 2019, 9:05 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T230513: Change in Stripe import file.
Aug 14 2019, 8:50 PM · Fundraising Sprint Trojan Horse Wisperer, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 25 2019

LeanneS added a comment to T228712: Finalise & test field mapping for targetsmart import.

@Eileenmcnaughton Hm that's odd! Those values ($250,000 - $499,999, $750,000 - $999,999) were used in the previous import this spring and are already in the drop down options for the Estimated Net Worth Field. Does that mean that only the old ones are reflected in the db? I see all the new ones I added under the multiple choice options, which should have all the needed mappings.

Jul 25 2019, 5:05 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 24 2019

LeanneS added a comment to T228712: Finalise & test field mapping for targetsmart import.

@Eileenmcnaughton No, for some reason, the street address is called that in their file.

Jul 24 2019, 11:36 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T228712: Finalise & test field mapping for targetsmart import.

This is great, thanks @Eileenmcnaughton! Yeah they do have some extra/unneeded columns in there (mostly duplicate type fields as you've seen).

Jul 24 2019, 11:31 PM · Fundraising Sprint Princess Mongodb, Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 8 2019

LeanneS created T227513: Investigate: TargetSmart Civi import.
Jul 8 2019, 6:28 PM · Fundraising Sprint Office  , Fundraising Sprint Never Ending Query, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 10 2019

LeanneS created T225446: Exporting list for TargetSmart.
Jun 10 2019, 5:30 PM · Fundraising Sprint Men In Slack, Fundraising Sprint Land before Timeouts, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 25 2019

LeanneS added a comment to T221714: once-off import of planned giving list.

Wonderful - thank you!! Looks like the count has gone down a lot to ~1600. I'm guessing those are the ones that don't have matches since the merge list is much lower, but will give it some more time.

Apr 25 2019, 12:56 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 24 2019

LeanneS added a comment to T221714: once-off import of planned giving list.

Confirmed that it looks like lots still need to be matched. The number hasn't changed in the past hour or so. Does it do the matching in spurts or could we possibly do a specific dedupe job to match the rest if there was some sort of issue?

Apr 24 2019, 8:04 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
LeanneS added a comment to T221714: once-off import of planned giving list.

Okay so I was able to import the whole list in segments. @Eileenmcnaughton How long would you suggest waiting for the dedupe to fully scan? A chunk of the list have deduped but don't want to delete any with just email address if it's still doing its thing.

Apr 24 2019, 7:10 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
LeanneS added a comment to T221714: once-off import of planned giving list.

@Eileenmcnaughton Sorry false alarm - the dedupe process was just taking longer than expected. I think the fix worked!

Apr 24 2019, 3:59 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
LeanneS added a comment to T221714: once-off import of planned giving list.

So I just tested a few and now it seems like it's creating duplicate records for all of them, even those that should match on email. Example: CIDs
31744803 and 31744756 are already in Civi but the import created CIDs 31887442 and 31887441.

Apr 24 2019, 3:39 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
LeanneS added a comment to T221714: once-off import of planned giving list.

@Eileenmcnaughton Hooray! I'll test today and let you know my results.

Apr 24 2019, 2:38 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 17 2019

LeanneS added a comment to T118822: find another way to compile the donor list for the annual report.

@Eileenmcnaughton This report also seems to be acting out with getting out of order: instance/145

Apr 17 2019, 9:04 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising Sprint Fistful of $variables, Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Fundraising Sprint Da Vinci Coder, Fundraising Sprint Casino Royale With Cheese, Fundraising Sprint Bert and Ernie's Excellent Adventure, Fundraising Sprint A series of unfortunate event handlers, Fundraising Sprint XML ate my homework, Fundraising Sprint Window dressing is mostly olive oil, Fr-backlog-cleanup-Q3_2017-18, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 15 2019

LeanneS added a comment to T118822: find another way to compile the donor list for the annual report.

Thanks @Eileenmcnaughton. That seems to have worked!

Apr 15 2019, 7:30 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising Sprint Fistful of $variables, Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Fundraising Sprint Da Vinci Coder, Fundraising Sprint Casino Royale With Cheese, Fundraising Sprint Bert and Ernie's Excellent Adventure, Fundraising Sprint A series of unfortunate event handlers, Fundraising Sprint XML ate my homework, Fundraising Sprint Window dressing is mostly olive oil, Fr-backlog-cleanup-Q3_2017-18, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 12 2019

LeanneS added a comment to T118822: find another way to compile the donor list for the annual report.

@Eileenmcnaughton I've been testing around and cleaning up the listings. Overall it works great! Some wonkiness occurred with the Benefactors 15000-49999 report though after a few times of refreshing the report, and now it seems to be out of order after going through and updating the Order as field.

Apr 12 2019, 11:16 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising Sprint Fistful of $variables, Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Fundraising Sprint Da Vinci Coder, Fundraising Sprint Casino Royale With Cheese, Fundraising Sprint Bert and Ernie's Excellent Adventure, Fundraising Sprint A series of unfortunate event handlers, Fundraising Sprint XML ate my homework, Fundraising Sprint Window dressing is mostly olive oil, Fr-backlog-cleanup-Q3_2017-18, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 25 2019

LeanneS added a comment to T218061: Contacts with contributions being deleted.

Examples discussed in Fortnightly:
4970326
14644918

Mar 25 2019, 11:17 PM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising Sprint Fistful of $variables, Fundraising Sprint Ewoks Take Manhattan, Fundraising-Backlog

Mar 20 2019

LeanneS added a comment to T115536: Search for name and org name in a 'the-agnositc way' in Civi.

@Eileenmcnaughton Thanks! I love that idea of removing 'The' from the sort name and using that to help dedupe. I have a feeling that has caused a fair amount of unseen dupes.

Mar 20 2019, 9:08 PM · Fundraising Sprint Hansel and grep -l, Patch-For-Review, Fundraising Sprint Greps of Wrath, Fundraising Sprint Fistful of $variables, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 18 2019

LeanneS added a comment to T217903: Civi dedupe: merge screen upgrades.

@MBeat33 I think these requests would be useful! I also usually use the oldest record to merge any pertinent new data into when merging two records. Re: 2a., would the default on the right side of the interface result in the older record being considered as the duplicate and then getting merged into the newer one?

Mar 18 2019, 10:28 PM · Fundraising Sprint Land before Timeouts, Fundraising Sprint King Kong vs. Mozilla, Fundraising Sprint James Bond: Licensed to Share, Fundraising Sprint It Came From Out of Scope, Fundraising Sprint Hansel and grep -l, Fundraising-Backlog, Fr-CiviCRM-dedupe-FY2017/18

Mar 12 2019

LeanneS added a comment to T217390: New Citibank import.

Close away!

Mar 12 2019, 9:22 PM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T217390: New Citibank import.

Okay great! Then I think we're all set. :) Thanks @Eileenmcnaughton.

Mar 12 2019, 9:18 PM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T217390: New Citibank import.

@Ejegg That worked! One thing I noticed is that the contacts all show under the contact "Citibank" rather than "Citibank Import." Not sure if that matters, but wanted to flag. :)

Mar 12 2019, 9:06 PM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T217390: New Citibank import.

@Eileenmcnaughton I attempted the same files on Live but it's giving me an error message: "This page isn’t working civicrm.wikimedia.org is currently unable to handle this request.
HTTP ERROR 500"

Mar 12 2019, 5:43 PM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 8 2019

LeanneS added a comment to T217390: New Citibank import.

Okay the latest test was a success!

Mar 8 2019, 11:43 PM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T217390: New Citibank import.

@Ejegg Oh interesting! It Looks like Finance added that in by accident. I'll test again.

Mar 8 2019, 11:17 PM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 7 2019

LeanneS added a comment to T217390: New Citibank import.

Thanks! I just tested and overall is working well. I imported the September tab and 1 of them was rejected as a duplicate. Could it be because there were 2 donations of the same amount?

Mar 7 2019, 11:11 PM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T217390: New Citibank import.

@Eileenmcnaughton thanks, these look great. Some comments to your questions are below!

Mar 7 2019, 12:39 AM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 1 2019

LeanneS created T217390: New Citibank import.
Mar 1 2019, 12:44 AM · Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 28 2019

LeanneS added a comment to T215196: Changes to Benevity import.

It went well! Thanks so much, @Eileenmcnaughton!

Feb 28 2019, 11:55 PM · Fundraising Sprint Da Vinci Coder, Patch-For-Review, Fundraising Sprint Casino Royale With Cheese, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 22 2019

LeanneS added a comment to T215196: Changes to Benevity import.

My initial testing has gone well overall, but there seems to be a big discrepancy in the total of what I imported and what shows under Find Contributions. The total in Civi is much lower. I'm not sure why though because the fees seem to be reflecting accurately.

Feb 22 2019, 5:34 PM · Fundraising Sprint Da Vinci Coder, Patch-For-Review, Fundraising Sprint Casino Royale With Cheese, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 21 2019

LeanneS added a comment to T215196: Changes to Benevity import.

Ah yes, that seems right. I just looked at their report glossary and Merchant Fee indicates "This fee applies to the costs associated with processing credit card, PayPal or similar transactions." I think it's fine to put the fee with the individual's contribution and add it to any donation fees.

Feb 21 2019, 7:26 PM · Fundraising Sprint Da Vinci Coder, Patch-For-Review, Fundraising Sprint Casino Royale With Cheese, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 20 2019

LeanneS added a comment to T215196: Changes to Benevity import.

Thanks @Eileenmcnaughton. I just did a test of ~20 rows. The fees seems to be reflecting correctly for those with fees on the individual amount, but the rows with a "Merchant fee" are being associated with the individual's portion rather than the company's match.

Feb 20 2019, 10:50 PM · Fundraising Sprint Da Vinci Coder, Patch-For-Review, Fundraising Sprint Casino Royale With Cheese, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 19 2019

LeanneS added a comment to T216553: Some users not able to use quick search.

I'm also getting this timeout response when I try searching name.

Feb 19 2019, 9:50 PM · Fundraising Sprint Da Vinci Coder, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 11 2019

LeanneS added a comment to T215802: Civi Upgrade UI issue: Quick Search doesn't work consistently or well.

The name search returned results so it appears to be working for me now.

Feb 11 2019, 9:59 PM · Unplanned-Sprint-Work, Fundraising Sprint Casino Royale With Cheese, Fundraising-Backlog

Feb 6 2019

LeanneS added a comment to T213877: Issue with Engage reconciliation report.

Thanks for clarifying! I'll make a note going forward of which batches we reclassify the financial type from Engage to Endowment gift. Okay to close.

Feb 6 2019, 10:33 PM · Fundraising Sprint Casino Royale With Cheese, Fundraising Sprint Bert and Ernie's Excellent Adventure, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 4 2019

LeanneS created T215196: Changes to Benevity import.
Feb 4 2019, 8:00 PM · Fundraising Sprint Da Vinci Coder, Patch-For-Review, Fundraising Sprint Casino Royale With Cheese, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jan 16 2019

LeanneS created T213877: Issue with Engage reconciliation report.
Jan 16 2019, 12:00 AM · Fundraising Sprint Casino Royale With Cheese, Fundraising Sprint Bert and Ernie's Excellent Adventure, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Dec 17 2018

LeanneS added a comment to T204008: Benevity import errors.

Sure! Thanks very much.

Dec 17 2018, 10:15 PM · Fundraising Sprint XML ate my homework, Fundraising Sprint Window dressing is mostly olive oil, Fundraising Sprint Vestigial tails shoot from the hip, Fundraising Sprint USB stands for underhanded socket bureaucracy, Fundraising Sprint They Live, Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Nov 19 2018

LeanneS added a comment to T209316: New Engage Civi user - Mark S..

Thanks to you both @Eileenmcnaughton and @cwdent! I'll check in to make sure he has everything he needs.

Nov 19 2018, 6:47 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T209316: New Engage Civi user - Mark S..

Thanks to you both @Eileenmcnaughton and @cwdent! I'll check in to make sure he has everything he needs.

Nov 19 2018, 6:47 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T208900: LYBUNT report load issue.

Thank you @Eileenmcnaughton!

Nov 19 2018, 6:22 PM · Patch-For-Review, Fundraising Sprint Window dressing is mostly olive oil, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Nov 14 2018

LeanneS added a comment to T118354: [epic] Improvements to Contact page .

Agreed!

Nov 14 2018, 9:28 PM · Fr-backlog-cleanup-Q3_2017-18, Epic, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Nov 12 2018

LeanneS created T209316: New Engage Civi user - Mark S..
Nov 12 2018, 10:22 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Nov 6 2018

LeanneS updated the task description for T208900: LYBUNT report load issue.
Nov 6 2018, 9:18 PM · Patch-For-Review, Fundraising Sprint Window dressing is mostly olive oil, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS updated the task description for T208900: LYBUNT report load issue.
Nov 6 2018, 9:16 PM · Patch-For-Review, Fundraising Sprint Window dressing is mostly olive oil, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T208900: LYBUNT report load issue.
Nov 6 2018, 9:13 PM · Patch-For-Review, Fundraising Sprint Window dressing is mostly olive oil, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T208817: Leanne getting $500 + emails - stop it.

Thank you @Ejegg and @Eileenmcnaughton!!

Nov 6 2018, 7:51 PM · Fundraising Sprint Vestigial tails shoot from the hip, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Oct 30 2018

LeanneS added a comment to T204008: Benevity import errors.

It stopped and said that all rows were imported, but when I checked an hour or so later, it still showed only 100 records added.

Oct 30 2018, 8:06 PM · Fundraising Sprint XML ate my homework, Fundraising Sprint Window dressing is mostly olive oil, Fundraising Sprint Vestigial tails shoot from the hip, Fundraising Sprint USB stands for underhanded socket bureaucracy, Fundraising Sprint They Live, Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T204008: Benevity import errors.

Ah got it. So if I leave it at a smaller number like 100, it will still import the whole file but in pieces? I first had it on 100 but noticed that most of it wasn't showing in Civi so then tried a second time with 1810 items.

Oct 30 2018, 8:02 PM · Fundraising Sprint XML ate my homework, Fundraising Sprint Window dressing is mostly olive oil, Fundraising Sprint Vestigial tails shoot from the hip, Fundraising Sprint USB stands for underhanded socket bureaucracy, Fundraising Sprint They Live, Patch-For-Review, Fundraising Sprint Sasquatches can't find us either, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog