Tue, May 4
Thu, Apr 29
Wed, Apr 28
@RLewis you're right I see bitcoin import has a single column for the full name. @Eileenmcnaughton I'm guessing it would work the same for the Bitpay import then? These are mainly individual donors, not listed as couples (usually) so it would just put their full names into the addressee field I believe.
Tue, Apr 27
@RLewis thanks for that insight! Seems like having the old data and new data saved in the same field could cause an issue with mailings then. You could either have it overwrite old data like you mentioned or not have the import add new data if there is already information present in that field. In that case the contact wouldn't get updated through imports, so it might be best to overwrite if that's how you plan to get the updated contact info.
@Eileenmcnaughton thanks for explaining those scenarios - I think that will work great to capture the new information as well as the old (if they are different), so we're not losing any data. These fields aren't used for mailings, they're mainly internal so I think it's ok if it gets slightly messy to conserve that data. @RLewis let me know if I'm wrong on that.
Mon, Apr 26
Ok great - in that case @RLewis it might be fine to do for all imports since I don't believe very many have a single column with full names combined. As far as the imports I do it is only Fidelity, but if it pops up for other imports it would catch those if it's set for "all." @RLewis what do you think?
Thanks @Eileenmcnaughton - does this patch only apply to imports that have a column with the full addressee information? For example, the engage individual imports are only first name and last name columns so the full name is divided.
Wed, Apr 21
Mon, Apr 19
@Cstone Ah ok thanks for differentiating that! So I should use the 'send thank you' button instead of the checkbox receipt when the gift is already in civi for stocks or DAFs which have special templates. Otherwise when entering a new gift we will just make sure the 'No TY reason' box is empty and save the gift for the auto TY to send.
Thu, Apr 15
Hi @Eileenmcnaughton just wanted to hop back in here and see if the import can include the full names of the couple in the addressee field on the record? This is helpful for @RLewis when she is doing mailings and can make sure both names are included in the letters for MG donors.
Thanks @RLewis! Just tested that out - entering a new stock gift and not checking the send receipt box with 'No TY reason' empty - it sent only the stock template TY which is great. I will add that to the stock TY process to make sure that is updated so as not to trigger a double. I thought it only auto sent on imports and not hand entering!
Wed, Apr 14
@Eileenmcnaughton Just tested it and is working when I type the CID into the contact search field! Thanks for your help with this.
Tue, Apr 13
Thanks @Eileenmcnaughton and Coleman! Let me know when that is updated in Civi and I will test it out.
Also if someone notifies us they did not receive their stock TY letter after the fact and needs a copy, I will go to the record to resend using the checkbox as well.
Hmm, as far as I know there is no import for stock gifts. We get notifications from the bank through email for each individual gift and then I hand enter them. To send the TY I use the checkbox to send if they have an email on their record.
Here's what my screen looks like:
@Eileenmcnaughton I did the same - went to: https://civicrm.wikimedia.org/civicrm/contact/view?reset=1&cid=47095239 and then from contributions -> record contribution and then the soft credit heading.
@DStrine I tested it through my Civi profile CID 47095239 by creating a stock gift with stock value and stock description fields filled out as well as financial type and payment method= stock. Then I checked the "send receipt" box on the contribution and clicked ok to 'save and send' to my email.
@Eileenmcnaughton That's strange, for some reason I'm not seeing Contact ID in the dropdown. Am I missing it?
Apr 8 2021
Apr 7 2021
@RLewis It sounds like if we keep the import as it is now we should look into having it put both partner names into addressee field for TY letter merge purposes? Want to confirm that is what would work best on your end. @Eileenmcnaughton you mentioned this might be doable, but just wanted to get it logged in the task. thanks!
Apr 1 2021
@Eileenmcnaughton I just tested importing a few lines of a file and it looks like it's working well! I see that it will default to the individual record if that column is filled and if not uses the org record information, which is great.
Mar 31 2021
@Eileenmcnaughton, @RLewis just let me know that you had this discussion about not overwriting data in existing records so that it would not overwrite good data with bad. I'm fine with that as well, just wanted to make sure it wasn't some sort of bug.
Mar 30 2021
@Eileenmcnaughton confirmed Grant ID is a unique number to each donation.
@Eileenmcnaughton Just tried logging in to staging site again and I'm still having issues with getting access. That Grant ID should be unique, but I'm reaching out to Fidelity to confirm and will let you know.
Mar 24 2021
@Eileenmcnaughton I see what you mean. Unfortunately we get the file directly from Fidelity, so I'm not sure they are able to edit that for us. I did just do a test using 'text to column' in excel. I could go through and insert a semicolon before all last names and this would split the the columns in two.
Noting that this seems to be solved with the two queries @Eileenmcnaughton created for Engage reconciliation and Batch contribution search.
Thanks @Eileenmcnaughton - I just tried it again and still no Partner field info importing to the record although all other information is. I could always walk you through during civi fortnightly today and you can see if there is something I'm doing wrong on my end.
Mar 23 2021
@Eileenmcnaughton Ah I didn't notice that! I just took the space out of the column header for 'Partner' and tried importing. For some reason I am not seeing the Partner field information still.. did it work for you?
Mar 4 2021
@Eileenmcnaughton Ahh I see that now. That looks great! Thanks for explaining. With the updated fields and the reconciliation search for the totals I think that covers everything I was looking for in this ticket as well: https://phabricator.wikimedia.org/T275707
Mar 3 2021
@Eileenmcnaughton That's true! We can use the reconciliation search for the totals (fees total, batch total, etc) and if we need to look further into the contributions within the batch use the contributions in batch form.
Mar 2 2021
@Eileenmcnaughton this batch number filter is exactly what I was looking for in regards to this ticket: https://phabricator.wikimedia.org/T275707. It solves point #2 but looks like #1 would still need to be built out.
Feb 25 2021
@Eileenmcnaughton that looks great! I just switched the placement of the net sum and total sum columns. It's really helpful to see the criteria you used to get this as well. Thank you!
Feb 24 2021
Feb 23 2021
Feb 22 2021
Feb 8 2021
Feb 4 2021
@LeanneS thanks for pointing out these specific reports! I have previously used the 'original currency received' field in contribution searches, but have less experience with that in reports.
@EYener good to know! Unfortunately the reconciliation reports are my bread and butter at this point, any other time I am looking at individual records. But @LeanneS might have some thoughts on whether fees and original currency would be useful in other reports?
@EYener in this case we are only looking at the batch totals for reconciliation so this works great! If something comes up we go into civi to investigate individual contributions further. I agree with keeping the report in Superset, but I'm thinking in general it could be useful to have the ability to exclude fees and pull original currency into other reports using the new tool.
@Eileenmcnaughton Wanted to note that @EYener has built out a Superset dash that we are using in the meantime so this isn't super urgent. Although we do want to make sure these fields are included in the new reporting tool that is being built out when the time comes. Feel free to shift this to the back burner until then!
Jan 13 2021
Dec 16 2020
Dec 11 2020
@DStrine did you want the user ID or full name of the user?
Dec 9 2020
Nov 30 2020
@Eileenmcnaughton @RLewis Got it! As I searched for the gift and it wasn't popping up, I was trying a few different things and that was one of them. I will stay away from that in the future if it causes issues though. It shouldn't be necessary to use since I ended up finding the gift by going to CID 67 soft credits to find it. Glad to know what it was that did it!
Nov 27 2020
@Eileenmcnaughton It might've been when I was looking for the $10K gift from T266617. I did "gift received Oct 27, gift amount 10,000, gift source Donor Advised Fund" and then where it said contributions or soft credits I tried "contributions and their related soft credits." Maybe this is what did it?
@Eileenmcnaughton Thank you for fixing the payment method! I saw that the gift is not on the CID 72 record. Is there a way to get it to show up there?
@Eileenmcnaughton Thinking back I could have been searching for DAF (donor advised fund) gifts if it was a soft credit. These types of gifts always have a soft credit of their financial institution or community fund. Should I avoid a search using soft credits all together or is there a way to safeguard while doing it? Thanks!
@Eileenmcnaughton sorry about that! Not sure what it was from looking at the above, can you translate for the non-technical? Definitely want to find out what it was so I don't trigger that again.
Nov 18 2020
@Ejegg I will also be at the civi fortnightly today, happy to discuss this then!
@Ejegg the financial type 'cash' is correct. Originally the gift was entered with payment method 'cash' as well in error, but when I went to edit the method to change it to 'EFT' it created the extra positive and negative lines like you mentioned. Still the payment method didn't seem to update, so I tried again. This is the reason for the multiple positive and negative lines being created. I am hesitant to keep trying the edit and just create more and more lines. I don't want to clutter things up too much. Let me know if you have ideas on anything I can do differently and I am happy to try it out!