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LeanneS (Leanne Schreibstein)
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Jun 10 2015, 9:30 PM (455 w, 4 d)
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LSchreibstein (WMF) [ Global Accounts ]
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Recent Activity

Feb 27 2023

LeanneS created T330700: Missing primary address fields in Search Kit.
Feb 27 2023, 8:59 PM · Fundraising Sprint Everything I Merge I Merge For You, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jan 19 2023

LeanneS updated subscribers of T326605: Dedupe query under certain rules no longer generating queries .
Jan 19 2023, 6:25 PM · Fundraising Tech - Chaos Crew, FR-donorservices, Fundraising-Backlog

Jan 17 2023

LeanneS added a comment to T275678: Alternate name field for donors with different alphabet characters.

After chatting with Sandra, having the values added to nickname field wouldn't necessarily cause any issues, but if the data is to be used, there should be a way to connect the names in advanced search so that it is searchable and have Civi save the alternate name during a merge to retain the data, perhaps to the nickname field as well.

Jan 17 2023, 5:30 PM · FR-Civi-Dedupe, Fundraising-Backlog

Jan 10 2023

LeanneS added a comment to T326447: DAF import error.

Thank you for spotting that stray data value @Eileenmcnaughton! Good to know the fix if this ever pops up again.

Jan 10 2023, 5:11 PM · Fundraising Sprint Amazing grep, Fundraising Tech - Chaos Crew, Fundraising-Backlog

May 4 2022

LeanneS added a comment to T286225: Remove unused imports / handling.

@Eileenmcnaughton Sorry I'm catching up after being away. Confirming those 4 imports aren't in use anymore.

May 4 2022, 7:01 PM · Fundraising Sprint High velocity swallows, fundraising sprint Genealogical theory of relativity, Fr-drupal-upgrade-2021, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jun 29 2021

LeanneS added a comment to T284784: Data Pull: New FY2021 Donors.

@Eileenmcnaughton Also want to note that in the past we've needed to use null or something of the sort to prevent the old supplemental address 1 from showing up in the address block of the new/primary address.

Jun 29 2021, 10:09 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog
LeanneS added a comment to T284784: Data Pull: New FY2021 Donors.

@Eileenmcnaughton Thank you! I'm around my afternoon/your morning to review together. I'll put some time on our calendars.

Jun 29 2021, 4:02 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog
LeanneS renamed T284784: Data Pull: New FY2021 Donors from Data Pull: New FY2122 Donors to Data Pull: New FY2021 Donors.
Jun 29 2021, 3:52 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog

Jun 28 2021

LeanneS added a comment to T284196: Source field not accepting negative amounts.

Thanks @Eileenmcnaughton! I just tried it out and it worked. Thanks so much. As a heads up, commas included in the amount field seem to interfere with the auto-populating of the source field. It leads it to show as just 2 digit values instead of the full value. Example: -10,000 or 10,000 turns into USD -10.00 or USD 10.00 respectively. It worked fine though when the comma wasn't included.

Jun 28 2021, 10:58 PM · Fundraising Sprint Mandatory corn dogs, Patch-For-Review, fundraising sprint Legø Trampoline, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 25 2021

LeanneS added a comment to T284784: Data Pull: New FY2021 Donors.

@DStrine @Eileenmcnaughton I've just added the amended files to the same spot on the server - Fundraising/Tech/Major Gifts/TargetSmart Update/2021 Update/Amended files. The fields are all the same as last year, except for one new one, which I just created in Civi: IRA and 401K Decile.

Jun 25 2021, 7:59 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog

Jun 21 2021

LeanneS added a comment to T284784: Data Pull: New FY2021 Donors.

@DStrine @Eileenmcnaughton As a heads up, we're expecting the amended files by Thursday!

Jun 21 2021, 10:15 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog

Jun 14 2021

LeanneS added a comment to T284784: Data Pull: New FY2021 Donors.

@EYener Awesome, thanks so much for the quick turnaround on this list!!

Jun 14 2021, 8:45 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog

Jun 11 2021

LeanneS added a comment to T284784: Data Pull: New FY2021 Donors.

Thank you @EYener! I started a 2021 folder here: Fundraising/Tech/Major Gifts/TargetSmart Update/2021 Update

Jun 11 2021, 4:48 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog

Jun 10 2021

LeanneS updated the task description for T284784: Data Pull: New FY2021 Donors.
Jun 10 2021, 9:30 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog
LeanneS created T284784: Data Pull: New FY2021 Donors.
Jun 10 2021, 9:21 PM · Fundraising Sprint Mandatory corn dogs, Wikimedia-Fundraising-CiviCRM, FR-Target-Smart, Fundraising-Backlog
LeanneS added a comment to T284196: Source field not accepting negative amounts.

@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.

Jun 10 2021, 4:48 PM · Fundraising Sprint Mandatory corn dogs, Patch-For-Review, fundraising sprint Legø Trampoline, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 2 2021

LeanneS created T284196: Source field not accepting negative amounts.
Jun 2 2021, 10:44 PM · Fundraising Sprint Mandatory corn dogs, Patch-For-Review, fundraising sprint Legø Trampoline, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 17 2021

LeanneS added a comment to T283023: New Payment Method added: Money Order.

@DStrine Yep! This will be an option included in the files imported with the Engage import.

May 17 2021, 6:28 PM · fundraising sprint Parallel processing roller coaster, fundraising sprint onion pit, Wikimedia-Fundraising-CiviCRM, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, Fundraising-Backlog
LeanneS created T283023: New Payment Method added: Money Order.
May 17 2021, 4:54 PM · fundraising sprint Parallel processing roller coaster, fundraising sprint onion pit, Wikimedia-Fundraising-CiviCRM, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, Fundraising-Backlog

May 4 2021

LeanneS updated subscribers of T281313: Civi stock TY email template missing gift date.
May 4 2021, 6:28 PM · Fundraising Sprint Mandatory corn dogs, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, FR-AutoTY-Email, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 27 2021

LeanneS added a comment to T278892: New Org Contact Fields in Engage Import not Importing to Record.

@RLewis Would you would an amount limit on overwriting, for example with $25K+ gifts so they can be reviewed?

Apr 27 2021, 10:17 PM · Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 8 2021

LeanneS added a comment to T278363: Production of New Annual Fund Thank You Email (due to ED transition) .

Thank you @Cstone!

Apr 8 2021, 7:03 PM · fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising Sprint Humongous bacteria petting zoo, Fundraising Sprint Git Rebase Jump, FR-AutoTY-Email, Fundraising Sprint File Systems Stage Show, Fundraising-Backlog

Mar 12 2021

LeanneS added a comment to T277307: Dedupe hover tool tip should show a total of all contributions.

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 12 2021, 5:14 PM · Wikimedia-Fundraising-CiviCRM, FR-donorservices, FR-Civi-Dedupe, Fundraising-Backlog

Mar 4 2021

LeanneS added a comment to T276083: Updating multiple contribution - increase limit.

Amazing! Thank you, @Eileenmcnaughton! It's also super helpful to see how you built this search as this kind of searching happens often.

Mar 4 2021, 6:16 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 24 2021

LeanneS created T275668: Query breaks when results include multiple records of same donor.
Feb 24 2021, 6:33 PM · Fundraising Sprint Downed power line jump rope, FR-Civi-Dedupe, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T275663: Email address isn't saving when updating in dedupe feature.
Feb 24 2021, 6:21 PM · Fundraising Sprint Downed power line jump rope, Wikimedia-Fundraising-CiviCRM, FR-Civi-Dedupe, Fundraising-Backlog

Feb 4 2021

LeanneS added a comment to T271992: Adding 2 new columns to Engage Reconciliation reports.

@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 4 2021, 8:10 PM · Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising Sprint Corrugated super slide, Fundraising-Backlog

Feb 1 2021

LeanneS created T273520: Update the recurring payments status .
Feb 1 2021, 7:08 PM · FR-donorservices, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Dec 16 2020

LeanneS added a comment to T269806: Access to delete contributions from civi.

@Eileenmcnaughton Thank you! @MDemosWMF Could you ask Breianne to test deleting a zeroed out contribution and let us know if works for her?

Dec 16 2020, 5:19 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising-Backlog

Dec 15 2020

LeanneS added a comment to T269806: Access to delete contributions from civi.

@Eileenmcnaughton I think we can go with option B, moving her to the Engage Management role. Thank you!

Dec 15 2020, 6:50 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising-Backlog

Dec 10 2020

LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

@Cstone @MDemosWMF and I reviewed the latest deployment and looks like we're all set! Thanks for your help!

Dec 10 2020, 8:31 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog

Dec 8 2020

LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

@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 8 2020, 9:01 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog

Dec 1 2020

LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

Thank you @DStrine and @Cstone! Let me know if you have any questions.

Dec 1 2020, 9:26 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog
LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

@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.

Dec 1 2020, 8:49 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog
LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

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.

Dec 1 2020, 8:17 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog
LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

Thank you!

Dec 1 2020, 6:54 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog
LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

@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!

Dec 1 2020, 6:24 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog

Nov 24 2020

LeanneS added a comment to T268081: Add 'Stock Information' field to thank you letter.

@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 24 2020, 8:29 PM · Fundraising Sprint Zeitgeistbusters, Fundraising Sprint Yellow hornets of kindness and healing, Fundraising Sprint Xtreme Lolcats, Fundraising Sprint We all meet again, Fundraising-Backlog

Nov 18 2020

LeanneS added a comment to T259173: Automatic TY for Stock Gifts.

Much appreciated @jgleeson!

Nov 18 2020, 6:36 PM · Fundraising Sprint We all meet again, Patch-For-Review, Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Nov 17 2020

LeanneS added a comment to T259173: Automatic TY for Stock Gifts.

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:

Nov 17 2020, 9:31 PM · Fundraising Sprint We all meet again, Patch-For-Review, Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 27 2020

LeanneS updated subscribers of T266617: Payment Method will not update on contribution record.
Oct 27 2020, 10:28 PM · Wikimedia-Fundraising-CiviCRM, Fundraising Sprint We all meet again, Fundraising-Backlog

Oct 20 2020

LeanneS added a comment to T261795: Changes to Citibank International import.

@Eileenmcnaughton The import worked on production! Thanks for updating.

Oct 20 2020, 8:04 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 14 2020

LeanneS added a comment to T261795: Changes to Citibank International import.

@Eileenmcnaughton The test was successful!

Oct 14 2020, 9:05 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T261795: Changes to Citibank International import.

Sorry I thought this was on production. I'll check staging.

Oct 14 2020, 8:41 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T261795: Changes to Citibank International import.

@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 ( )

Oct 14 2020, 6:55 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T261795: Changes to Citibank International import.

Thanks @Eileenmcnaughton! Confirming that it is the Citibank Individuals import. I'll test today and let you know how it goes.

Oct 14 2020, 3:33 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 13 2020

LeanneS updated subscribers of T261795: Changes to Citibank International import.
Oct 13 2020, 8:38 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS updated subscribers of T259173: Automatic TY for Stock Gifts.
Oct 13 2020, 8:37 PM · Fundraising Sprint We all meet again, Patch-For-Review, Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 7 2020

LeanneS added a comment to T261795: Changes to Citibank International import.

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 7 2020, 4:42 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 5 2020

LeanneS added a comment to T264335: Fundraising access request for Melanie Demos.

Thank you @Dwisehaupt!

Oct 5 2020, 9:16 PM · fundraising-tech-ops, Fundraising-Backlog
LeanneS added a comment to T264335: Fundraising access request for Melanie Demos.

Melanie's number is now filled in. Thanks!

Oct 5 2020, 6:56 PM · fundraising-tech-ops, Fundraising-Backlog

Oct 2 2020

LeanneS added a comment to T259173: Automatic TY for Stock Gifts.

Great! Thanks so much.

Oct 2 2020, 4:43 PM · Fundraising Sprint We all meet again, Patch-For-Review, Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T259173: Automatic TY for Stock Gifts.

@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 2 2020, 4:40 PM · Fundraising Sprint We all meet again, Patch-For-Review, Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 1 2020

LeanneS created T264337: Civi credential for Engage staff member, Ryleigh S..
Oct 1 2020, 5:22 PM · fundraising-tech-ops, Fundraising-Backlog
LeanneS created T264335: Fundraising access request for Melanie Demos.
Oct 1 2020, 5:19 PM · fundraising-tech-ops, Fundraising-Backlog

Sep 30 2020

LeanneS added a comment to T264222: Contributions in Civi currently not saving .

@Eileenmcnaughton I think it's happening with all contributions.

Sep 30 2020, 9:17 PM · fundraising sprint Theme songs for programming languages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T264222: Contributions in Civi currently not saving .
Sep 30 2020, 5:58 PM · fundraising sprint Theme songs for programming languages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 22 2020

LeanneS added a comment to T261795: Changes to Citibank International import.

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 22 2020, 11:11 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 1 2020

LeanneS created T261795: Changes to Citibank International import.
Sep 1 2020, 8:58 PM · Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 18 2020

LeanneS added a comment to T260708: Latest currency fields in silverpop export are incorrect.

@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.

Aug 18 2020, 10:24 PM · Patch-For-Review, fundraising Sprint Quackery limited to ducks, Fundraising-Backlog
LeanneS added a comment to T258984: Filtering Fund-to-Fund Transfer gift source out of reporting/search.

Thanks @Eileenmcnaughton! @RLewis Does that work on your end to update the status when entering the contribution (transfer)?

Aug 18 2020, 4:45 PM · Fundraising Sprint Pseudopretzels, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 29 2020

LeanneS created T259173: Automatic TY for Stock Gifts.
Jul 29 2020, 6:05 PM · Fundraising Sprint We all meet again, Patch-For-Review, Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 27 2020

LeanneS created T258984: Filtering Fund-to-Fund Transfer gift source out of reporting/search.
Jul 27 2020, 10:51 PM · Fundraising Sprint Pseudopretzels, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 6 2020

LeanneS added a comment to T255805: TS update import back into Civi.

@Eileenmcnaughton Did another review and the contacts look good!

Jul 6 2020, 5:58 PM · Fundraising Sprint Nyan cats for everyone, Fundraising Sprint MySQL is YourSQL and WeSQL, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 3 2020

LeanneS added a comment to T255805: TS update import back into Civi.

@Eileenmcnaughton @CCogdill_WMF I just did a spot check of a few in this group and they looked good. Happy to do a more thorough review on Monday, but the first handful seem mapped nicely.

Jul 3 2020, 1:26 AM · Fundraising Sprint Nyan cats for everyone, Fundraising Sprint MySQL is YourSQL and WeSQL, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 23 2020

LeanneS added a comment to T255805: TS update import back into Civi.

@Eileenmcnaughton I just added the amended file to the server here: Tech/Major Gifts/TargetSmart Update/2020 Update/Amended contacts/June 2020

Jun 23 2020, 10:27 PM · Fundraising Sprint Nyan cats for everyone, Fundraising Sprint MySQL is YourSQL and WeSQL, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 18 2020

LeanneS created T255805: TS update import back into Civi.
Jun 18 2020, 5:55 PM · Fundraising Sprint Nyan cats for everyone, Fundraising Sprint MySQL is YourSQL and WeSQL, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS added a comment to T254517: New list pull from Civi.

@EYener Thank you! I was able to open it easily. Appreciate your help!

Jun 18 2020, 4:01 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 16 2020

LeanneS added a comment to T237564: Special Characters do not export well from civi.

@Eileenmcnaughton Here is an example: 2155287

Jun 16 2020, 5:04 PM · Fundraising Sprint YAMLton, the Musical, Fundraising Sprint X-rays, Fundraising Sprint A Wrinkle in Timezones, Fundraising-Backlog

Jun 9 2020

LeanneS created T254928: Inclusion of Endowment gifts in 'Last Donated' search results and reporting.
Jun 9 2020, 6:26 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 5 2020

LeanneS added a comment to T254517: New list pull from Civi.

Sounds great! Thanks @EYener.

Jun 5 2020, 5:01 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 4 2020

LeanneS added a comment to T254517: New list pull from Civi.

Cool! Thanks so much @EYener!

Jun 4 2020, 8:35 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
LeanneS created T254517: New list pull from Civi.
Jun 4 2020, 8:02 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 11 2020

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

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

May 11 2020, 11:09 PM · FR-Target-Smart, Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 30 2020

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

Go for it! Thank you!

Apr 30 2020, 12:51 AM · FR-Target-Smart, Fundraising Sprint Ice cream cures everything, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 29 2020

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.

Apr 29 2020, 11:34 PM · FR-Target-Smart, 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.

Apr 29 2020, 11:22 PM · FR-Target-Smart, 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.

Apr 29 2020, 8:20 PM · FR-Target-Smart, 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 · FR-Target-Smart, 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 · FR-Target-Smart, 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.

Screen Shot 2019-11-11 at 11.34.15 AM.png (149×1 px, 22 KB)

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