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MDemosWMF (Melanie Demos)
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Oct 7 2020, 6:54 PM (192 w, 3 d)
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MDemos (WMF) [ Global Accounts ]

Recent Activity

Thu, Jun 13

MDemosWMF created T367477: DMA default 'spontaneousdonation'.
Thu, Jun 13, 10:25 PM · Fundraising-Backlog

Thu, Jun 6

MDemosWMF updated subscribers of T366768: Move donation missing from donation ... menu in civi.
Thu, Jun 6, 8:03 AM · Fundraising Tech - Chaos Crew, Fundraising-Backlog

Fri, May 31

MDemosWMF added a comment to T364653: Engage mapping import - Individual.

I have tested this again this week with the new dedupe rule @Eileenmcnaughton created with me and everything seemed to run well! I can start trying out the real data files using this template.

Fri, May 31, 9:55 PM · Fundraising-Backlog

Thu, May 30

MDemosWMF added a comment to T366126: Country ID error in Engage Organization import.

@Eileenmcnaughton Oh I do see that in the template! I have updated it so it's mapped to phone number, sorry I missed that! This should be resolved now.

Thu, May 30, 2:43 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF added a comment to T366126: Country ID error in Engage Organization import.
Thu, May 30, 2:34 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog

Tue, May 28

MDemosWMF created T366126: Country ID error in Engage Organization import.
Tue, May 28, 11:02 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF added a comment to T363768: Paypal Giving Fund donations added to Civi under incorrect CID.

Noting that May's deposit is also showing on the other CID 63719152

Tue, May 28, 2:08 PM · Fundraising Sprint: kevinToldMeToCallThis(), Fundraising Sprint: justWork(), Fundraising-Backlog

Thu, May 23

MDemosWMF added a comment to T365082: Import error reported by Melanie - country.

Hi @Eileenmcnaughton just ran the Engage Org import and no issues this time. I will let you know if the problem resurfaces!

Thu, May 23, 6:19 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mon, May 20

MDemosWMF created T365405: Pledge currency issue.
Mon, May 20, 10:47 PM · Fundraising-Backlog

May 17 2024

MDemosWMF added a comment to T357345: Data axle import addresses.

@Eileenmcnaughton Thanks! I am seeing capitalized street types though, can we also have those formatted? Ex. BLVD -> Blvd

May 17 2024, 4:41 PM · Fundraising Sprint: ick(), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 16 2024

MDemosWMF added a comment to T357345: Data axle import addresses.

Yes, thanks!

May 16 2024, 9:59 PM · Fundraising Sprint: ick(), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
MDemosWMF added a comment to T357345: Data axle import addresses.

I'm not sure, possibly USPS provided it that way? There is a formula called 'Proper' in excel that can capitalise first letter of each word and lowercase for the rest, but you would have to re-import. Or do you know of a way we could easily clean it up after import in Civi?

May 16 2024, 9:38 PM · Fundraising Sprint: ick(), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
MDemosWMF added a comment to T357345: Data axle import addresses.

@Eileenmcnaughton I noticed that too, let's do that so we are not updating addresses with blank street addresses. Also, is there a way to not have the addresses in all caps? It doesn't match our formatting when we use addresses for mailings. Thanks!

May 16 2024, 1:56 PM · Fundraising Sprint: ick(), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 14 2024

MDemosWMF updated subscribers of T361635: Search kit fields for pledges.

@Eileenmcnaughton I spoke to the major gifts team and they have raised priority on this so that we can implement during this year's Endowment campaign - if we can aim for end of fiscal year? Then we could be ready to use the scheduled reminder search kit feature civi core is working on and pull in these fields.

May 14 2024, 3:05 PM · Fundraising-Backlog

May 10 2024

MDemosWMF added a comment to T364653: Engage mapping import - Individual.

Note: The TY just came in when I imported a second time! Do you know what effects the time it takes to receive a TY after import?

May 10 2024, 8:16 PM · Fundraising-Backlog
MDemosWMF created T364653: Engage mapping import - Individual.
May 10 2024, 8:12 PM · Fundraising-Backlog

May 7 2024

MDemosWMF updated the task description for T364415: Fundraising access request for bjordan-ctr.
May 7 2024, 6:46 PM · fundraising-tech-ops

May 6 2024

MDemosWMF added a comment to T358143: Matching EFT import error - but not duplicate.

@Eileenmcnaughton got it! Are we cleared to enact these changes on our end? (map the gateway in the import template and leave transaction ID blank in import file)

May 6 2024, 9:56 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

@Eileenmcnaughton Great! All looks good after testing again on staging.

May 6 2024, 9:50 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog

May 1 2024

MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

@Eileenmcnaughton I tried again, but got a "Duplicate relationship" error. I tried to screenshot most of it:

Screenshot 2024-05-01 at 5.19.24 PM.png (1×2 px, 911 KB)

May 1 2024, 10:22 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog
MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

@Eileenmcnaughton I tested this on production using the attached import file. I noticed it did dedupe the records about 10 minutes after import since they had a matching name and address, and the TY sent around that time as well for the gift with the email present in the file. I added Gateway = Engage as well.

May 1 2024, 10:10 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

@Eileenmcnaughton I just tested this and it worked on staging! I did notice that the relationship created was "Donor Advised Fund is Managed by" but it should be "Owns the Donor Advised Fund." Can this be changed? You can see my test gift submitted through batch entry on CID 47095239.

May 1 2024, 9:38 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog
MDemosWMF updated subscribers of T363768: Paypal Giving Fund donations added to Civi under incorrect CID.
May 1 2024, 5:02 PM · Fundraising Sprint: kevinToldMeToCallThis(), Fundraising Sprint: justWork(), Fundraising-Backlog
MDemosWMF added a comment to T363768: Paypal Giving Fund donations added to Civi under incorrect CID.

@AKanji-WMF I think if we can aim to have this resolved before the end of this month that would be ideal since we are training a new hire on a monthly process that involves these gifts. Thanks!

May 1 2024, 4:58 PM · Fundraising Sprint: kevinToldMeToCallThis(), Fundraising Sprint: justWork(), Fundraising-Backlog

Apr 30 2024

MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

@Eileenmcnaughton great! Will be testing this tomorrow.

Apr 30 2024, 9:41 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

Thanks @Eileenmcnaughton I see the field now! I also added 'soft credit type' so we can continue to mark that in Civi especially now that it is tied to TY suppression. I will test this tomorrow!

Apr 30 2024, 9:40 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog
MDemosWMF added a comment to T358143: Matching EFT import error - but not duplicate.

Yes, she was entering it into the spreadsheet, but we are ok with it not being in Civi if we will have a unique ID by adding the gateway and not entering a transaction ID into the spreadsheet.

Apr 30 2024, 8:03 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T358143: Matching EFT import error - but not duplicate.

@Eileenmcnaughton Ok, we can add the gateway to the import files for now. Is there anything that needs to be done on your end before doing this? If not I can add the gateway mapping to our 4 matching imports and tell Ellen she no longer has to enter anything for transaction ID.

Apr 30 2024, 5:33 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T363768: Paypal Giving Fund donations added to Civi under incorrect CID.

@Ejegg @Cstone Thanks for that information! I wonder why it was set up that way in the first place? Having the gifts go to the organization record makes more sense to me, but I would like to keep all of those gifts on one record. Maybe we can merge the two records once the new setup is in place so we have a complete gift history?

Apr 30 2024, 2:55 PM · Fundraising Sprint: kevinToldMeToCallThis(), Fundraising Sprint: justWork(), Fundraising-Backlog

Apr 26 2024

MDemosWMF added a comment to T363524: Remove unused import code from main codebase.

@Eileenmcnaughton The only one that I am familiar with is #4 - we want to keep those fields in the Engage Organization file. Right now they are: Organization Contact Name / Organization Contact Title / Organization Contact Email / Organization Contact Phone

Apr 26 2024, 2:01 PM · Fundraising Sprint: ick(), Unplanned-Sprint-Work, Patch-For-Review, Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 24 2024

MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

Yes I created the import on production so doesn't seem like that's reflected on staging. I'm ok with testing it on production using a small amount of test data if it's easier to move the coding to production instead.

Apr 24 2024, 8:12 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

@Eileenmcnaughton I've added this to the profile fields on staging for contribution batch entry. It shows up in the list of fields, but not when I go to the batch data entry. There us a pop up as well that seems related:

Screenshot 2024-04-24 at 3.08.15 PM.png (190×708 px, 34 KB)

Apr 24 2024, 8:09 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog
MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

@Eileenmcnaughton I don't see my Engage Organization import template available on staging.

Apr 24 2024, 6:30 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T358143: Matching EFT import error - but not duplicate.

@Eileenmcnaughton We will want the gateway to reflect the type of import we are doing similar to how it is for the 'import checks' area of importing. To do that the only way right now is adding the field in the csv right? I think this other phab would help with this T342717.

Apr 24 2024, 5:42 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog

Apr 19 2024

MDemosWMF added a comment to T360137: Import error pages expiring.

Great! Thanks for confirming!

Apr 19 2024, 9:49 PM · Unplanned-Sprint-Work, Fundraising Sprint: gone(), Fundraising-Backlog
MDemosWMF added a comment to T358143: Matching EFT import error - but not duplicate.

@Eileenmcnaughton I thought the gateway was always 'matching gift' since it's a matching gift import? Is there any issue that might be cause by leaving out the transaction ID since we aren't confident that they're unique?

Apr 19 2024, 9:48 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

Thanks @Eileenmcnaughton ! Just to confirm:

Apr 19 2024, 6:38 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

@Eileenmcnaughton I am on staging in the batch data entry page, but I'm not seeing the new field when I start a new batch for entry - can you share a screenshot of what I'm looking for? Thanks!

Apr 19 2024, 6:29 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog
MDemosWMF added a comment to T358143: Matching EFT import error - but not duplicate.

@Eileenmcnaughton Got it! These gifts are being pulled form different portals which have their own ID system - since we can't be sure if it's unique or not should we just leave that out if the import is creating its own? I think that might be the move.

Apr 19 2024, 6:18 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360137: Import error pages expiring.

That's great! So this will apply to any errors involved with that import, correct?

Apr 19 2024, 6:03 PM · Unplanned-Sprint-Work, Fundraising Sprint: gone(), Fundraising-Backlog

Apr 16 2024

MDemosWMF updated subscribers of T360150: Mapping Import Project - Engage import.

Ahh ok I see! Maybe @NNichols has some thoughts on what we could do for Benevity.

Apr 16 2024, 9:39 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

Ok so the No TY reason = 'sent by portal' is a rule that is on the backend of the import? I'm not sure what that means, but it's not included in either of the data files that gets imported (matching or Engage Org).

Apr 16 2024, 9:20 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

@Eileenmcnaughton My test import did have a "Thank You Date" field which I left blank to trigger the TY in Civi. I never saw it come through or add a thank you date to the contribution record after import. Is that still the correct rule that the TY will trigger if that Thank You Date field is blank as well as the No TY reason field?

Apr 16 2024, 8:58 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

@Eileenmcnaughton Thanks it seems to be working great! I tested with a gift that would create a new Org record and one where it should have matched the existing record and they were successful.

Apr 16 2024, 5:22 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog

Apr 2 2024

MDemosWMF created T361635: Search kit fields for pledges.
Apr 2 2024, 6:07 PM · Fundraising-Backlog

Mar 26 2024

MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

Background on DAF imports: For the DAF the relationship link isn't through the soft credit, but through the field 'owns the donor advised fund' so it differs from the matching. The soft credit for DAF doesn't need to be linked, it records the bank institution the gift came through. 'Owns the Donor Advised Fund' is a relationship link on the contact record.

Mar 26 2024, 4:42 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog

Mar 25 2024

MDemosWMF added a comment to T360139: Civi batch data entry tool build out.

Discussion w/ @Eileenmcnaughton "if you create a soft credit that is less than 3 months old on a contact of type workplace giving or matched gift then an employer relationship is created - regardless where you do that from (the 3 months old is just precautionary" "the 3 months old is based on the contribution date - ie the idea was that if you were importing a batch of old contributions for some reason it might not be prudent to change the employer."

Mar 25 2024, 9:36 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog

Mar 21 2024

MDemosWMF added a comment to T358143: Matching EFT import error - but not duplicate.

Since the error page expired I'm not sure which gifts are the ones that didn't import since now they all have the same error if I try re-importing the file. I did a search and can confirm we are missing about $1,046.20 from those 14 gifts in the batch. I saved the file to the server so you can access it as well: smb://10.149.10.174/Fundraising/Tech/Fr-Ops/Matching Import/Real data import files/Errors/14 errors - EFT Matching gift import - Individual 2.20.24 to 2.26.24 for import.csv

Mar 21 2024, 8:04 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF added a comment to T357346: Data axle -import deceased date.

@NNichols Yes, that sounds good! Thanks Eileen!

Mar 21 2024, 7:37 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 18 2024

MDemosWMF added a comment to T360137: Import error pages expiring.

That sounds great!

Mar 18 2024, 8:23 PM · Unplanned-Sprint-Work, Fundraising Sprint: gone(), Fundraising-Backlog

Mar 14 2024

MDemosWMF added a comment to T360150: Mapping Import Project - Engage import.

Here is the screenshot of the error

Screenshot 2024-03-14 at 2.41.51 PM.png (1×1 px, 116 KB)

Mar 14 2024, 7:45 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF created T360150: Mapping Import Project - Engage import.
Mar 14 2024, 7:44 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog
MDemosWMF created T360139: Civi batch data entry tool build out.
Mar 14 2024, 6:05 PM · Fundraising Sprint: ick(), Patch-For-Review, Fundraising-Backlog
MDemosWMF created T360137: Import error pages expiring.
Mar 14 2024, 5:55 PM · Unplanned-Sprint-Work, Fundraising Sprint: gone(), Fundraising-Backlog

Mar 5 2024

MDemosWMF added a comment to T359200: Relationship contact type for "Manages Donor Advised Fund".

Nora has updated this in Civi, so it looks to be fixed! I was able to convert the contact to an Org. This ticket can be closed.

Mar 5 2024, 6:33 PM · Fundraising-Backlog
MDemosWMF created T359200: Relationship contact type for "Manages Donor Advised Fund".
Mar 5 2024, 5:11 PM · Fundraising-Backlog

Feb 21 2024

MDemosWMF added a comment to T357346: Data axle -import deceased date.

Thanks Eileen for checking that. I also took a look at the ones in the large file you listed and from a quick search it looks like perhaps the data is confusing a sr. with a jr. or those with a similar name? From the obituaries I saw they are sometimes listed in the surviving family. Also they have given fairly recently compared to the obit dates I found. It would be hard to verify such a large volume.

Feb 21 2024, 8:36 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
MDemosWMF created T358143: Matching EFT import error - but not duplicate.
Feb 21 2024, 7:33 PM · Fundraising Sprint: hammertime($touch_this=false), Unplanned-Sprint-Work, Fundraising-Backlog

Feb 12 2024

MDemosWMF added a comment to T341902: Data Axle Project - Re-import to Civi.

Thanks for the update @Eileenmcnaughton and creating those 3 side phabs for the other fields we want to work on a bit more.

Feb 12 2024, 8:53 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Sprint Uptown cURL, Fundraising-Backlog

Feb 1 2024

MDemosWMF added a comment to T356433: Remove engage UI code.

That's right, Engage is no longer entering data into Civi so we wouldn't need this user role.

Feb 1 2024, 7:31 PM · Patch-For-Review, Fundraising Sprint: brb(), Unplanned-Sprint-Work, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, fundraising-tech-ops
MDemosWMF added a comment to T355452: Gift date in Civi thank you for stock gift imported from Overflow is wrong.

That's great, thank you!

Feb 1 2024, 4:02 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF added a comment to T341902: Data Axle Project - Re-import to Civi.

@Eileenmcnaughton I looked into why you couldn't find the Single: Y/N field in the files and I think wires were crossed at some point and we received the slightly different field of 'CE_Selected_Individual_Marital_Status_Code.' I can update this in the doc linked above, but in Civi it will be labeled Marital Status and the options are: S /M / U (Single/Married/Unknown). Is there a way to update that in the prospect fields? @ERoden-WMF there must have been a miscommunication somewhere, but I think this is close enough to what we were looking for.

Feb 1 2024, 3:57 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Sprint Uptown cURL, Fundraising-Backlog
MDemosWMF added a comment to T356366: Fix no-thank-you reason default.

Major gifts recently changed their rules to have no threshold for auto TY's from Civi so I'm not sure this is needed anymore. Basically everyone gets an auto thank you if they have an email address. The only gifts we don't send TYs to are matching gifts which all come in on imports (matching check, matching EFT, and Benevity).

Feb 1 2024, 3:02 PM · Patch-For-Review, Fundraising Sprint: brb(), Unplanned-Sprint-Work, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, fundraising-tech-ops

Jan 29 2024

MDemosWMF added a comment to T354457: Empty table when looking at import results.

Sounds good, will do.

Jan 29 2024, 8:47 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
MDemosWMF added a comment to T355827: Gift not importing, but error reason is not showing.

Thanks @Eileenmcnaughton I am happy to monitor this and we can see if this still pops up after those udpates take place. So far this hasn't come up too often, but at least now we know a bit more.

Jan 29 2024, 8:46 PM · Fundraising-Backlog
MDemosWMF added a comment to T355452: Gift date in Civi thank you for stock gift imported from Overflow is wrong.

Thanks for looking into it! I can also share an example of an import file. Saved one here: smb://filesrv1/Fundraising/Tech/Fr-Ops/Overflow import/Overflow WMF stock 11124 for import.csv

Jan 29 2024, 7:21 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF added a comment to T355452: Gift date in Civi thank you for stock gift imported from Overflow is wrong.

@Ejegg There is no timestamp in the import file, so that makes me wonder if the 2AM time is some sort of setting in the import template itself? Not the file, but the template we built out in Civi? I don't have those issues with other gifts imported through this page so I'm curious if this is something in the mapped import.

Jan 29 2024, 7:13 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF added a comment to T355452: Gift date in Civi thank you for stock gift imported from Overflow is wrong.

Thanks for that insight Elliot. I'm not sure if there's anything that can be tweaked on the import side, but here is the link if that's helpful: https://civicrm.wikimedia.org/civicrm/import/contribution?reset=1&template_id=878 or it's ID 878 from this page: https://civicrm.wikimedia.org/civicrm/imports/templates

Jan 29 2024, 4:43 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog

Jan 26 2024

MDemosWMF added a comment to T353907: EFT Matching Organization Import - Duplicate error override not working.

I just retried the import and it did go through, everything looks good with the gift on my end.

Jan 26 2024, 9:30 PM · Patch-For-Review, Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog
MDemosWMF added a comment to T355827: Gift not importing, but error reason is not showing.

@Eileenmcnaughton Yes, I think they are duplicates as well! I can merge them after adding the last name back in of course and reimport, but if this donor pops up again with no last name it will likely happen again. I don't think it's something we can always catch before import so it would be great to find a way to not have it time out if that's the issue! Let me know what you think we can do.

Jan 26 2024, 9:25 PM · Fundraising-Backlog

Jan 25 2024

MDemosWMF added a comment to T354457: Empty table when looking at import results.

It didn't happen with this round of imports I did this week, so I'm not sure what causes it to happen.

Jan 25 2024, 4:01 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
MDemosWMF added a comment to T355827: Gift not importing, but error reason is not showing.

@Eileenmcnaughton I merged those records, but it didn't import that row. All the dupes were merged to CID 9155371. It showed an error still and took a long time to process.

Screenshot 2024-01-25 at 9.53.33 AM.png (196×718 px, 25 KB)

Jan 25 2024, 3:56 PM · Fundraising-Backlog

Jan 24 2024

MDemosWMF created T355827: Gift not importing, but error reason is not showing.
Jan 24 2024, 9:12 PM · Fundraising-Backlog

Jan 19 2024

MDemosWMF created T355452: Gift date in Civi thank you for stock gift imported from Overflow is wrong.
Jan 19 2024, 8:49 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog

Jan 9 2024

MDemosWMF added a comment to T354457: Empty table when looking at import results.

Thanks for the update! Please let me know what you find.

Jan 9 2024, 10:52 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog

Jan 8 2024

MDemosWMF added a comment to T354457: Empty table when looking at import results.

@Eileenmcnaughton Ah ok, yes seems like there is just an issue with lag.

Jan 8 2024, 9:44 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog

Jan 5 2024

MDemosWMF added a comment to T354457: Empty table when looking at import results.

I just checked again and the error from import 1027 is now showing! But the others from import 1032 is not. Is it a timing issue?

Jan 5 2024, 10:49 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
MDemosWMF added a comment to T354457: Empty table when looking at import results.

Another blank table when trying to view the error results: https://civicrm.wikimedia.org/civicrm/search#/display/Import_1032/Import_1032?_status=ERROR

Jan 5 2024, 10:44 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
MDemosWMF added a comment to T354457: Empty table when looking at import results.

Here is the import summary screen as well: https://civicrm.wikimedia.org/civicrm/import/contact/summary?user_job_id=1027&reset=1

Jan 5 2024, 10:13 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
MDemosWMF created T354457: Empty table when looking at import results.
Jan 5 2024, 10:11 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog

Dec 21 2023

MDemosWMF created T353907: EFT Matching Organization Import - Duplicate error override not working.
Dec 21 2023, 7:57 PM · Patch-For-Review, Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog

Dec 7 2023

MDemosWMF added a comment to T306226: DAF change: soft credit to donors and link to DAF company.

I think so, but lets check with @RLewis

Dec 7 2023, 8:23 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Dec 5 2023

MDemosWMF updated subscribers of T352343: Cannot update the option value of a custom field.
Dec 5 2023, 6:36 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T352343: Cannot update the option value of a custom field.

@JMando Sure! We may need fr-tech's expertise since I am not as informed about the labeling of the fields. We could bring this to the next fortnightly if that works for you?

Dec 5 2023, 5:38 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog

Dec 4 2023

MDemosWMF added a comment to T350331: Update thank you main & endowment mail to use new stock fields.

@Eileenmcnaughton Just tested it and looks good! Thank you!

Dec 4 2023, 11:19 PM · Fundraising Sprint - X gon' donate to ya, Fundraising Sprint Uptown cURL, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
MDemosWMF added a comment to T349858: Matching Check imports - not creating employer/employee relationship.

Ah ok, what I did was on the contact summary page edit and remove the relationship from CID 54859575. I didn't go to the relationship tab and do anything. I didn't realize that information was still saved there if I remove it from the summary page! This makes sense now. I think we are all clear then to move forward with the check imports since the other tests worked.

Dec 4 2023, 6:45 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF added a comment to T349858: Matching Check imports - not creating employer/employee relationship.

@Ejegg sorry for the confusion. Yes, that's right the file has the information for that gift and the soft credit organization CID 41176688. I added the relationship back to the record after testing so we don't lose that information. That gift is part of a larger import so I removed it from Civi until will can import the file as a whole.

Dec 4 2023, 5:45 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF added a comment to T349858: Matching Check imports - not creating employer/employee relationship.

@Ejegg Ok so I tried the imports with a new donor and it did link them! However when I tested it by using a person who already had been linked to an employer previously, but deleted that relationship before testing the import, the relationship was not created again. That is what I had been testing after the fix. It seems like that might be a separate bug? I can share the file I used: smb://filesrv1/Fundraising/Tech/Fr-Ops/Matching Import/Real data import files/Matching check Individual test import.csv

Dec 4 2023, 3:30 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog

Dec 1 2023

MDemosWMF added a comment to T352343: Cannot update the option value of a custom field.

I think we still have the issue of not seeing Realized Bequest gifts in superset though from my understanding @JMando

Dec 1 2023, 11:25 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T352343: Cannot update the option value of a custom field.

I'm not sure what else it could have been, I only remember editing the value and trying to save it, but it looked like it wasn't changing...Sorry everyone!

Dec 1 2023, 11:24 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T352343: Cannot update the option value of a custom field.

@Eileenmcnaughton on my end it didn't update anything in Civi so I didn't think anything happened! I had tried to save the value as Realized Bequest since it seemed if they matched that might solve the issue in Superset. Good to know! Do you think that had anything to do with the ticket Jason created? Or still unrelated?

Dec 1 2023, 11:12 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T352343: Cannot update the option value of a custom field.

Ok, thanks @Eileenmcnaughton for clarifying - @JMando I think Runjini looped you in on our conversation about viewing Realized Bequest gifts in superset. Let me know if you think this fixes it.

Dec 1 2023, 10:53 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF updated subscribers of T352343: Cannot update the option value of a custom field.

Removing @JAdams since they're unrelated.

Dec 1 2023, 10:51 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T352343: Cannot update the option value of a custom field.

@JAdams opened a separate ticket for the issue here T352574

Dec 1 2023, 9:03 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T349858: Matching Check imports - not creating employer/employee relationship.

@Ejegg No these are using the import mapping tool. They're check matching gifts processed through Engage not the Benevity gifts that use the other import you mentioned. All of our mapping import templates are here: https://civicrm.wikimedia.org/civicrm/imports/templates

Dec 1 2023, 8:07 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
MDemosWMF updated subscribers of T352343: Cannot update the option value of a custom field.
Dec 1 2023, 7:49 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T352343: Cannot update the option value of a custom field.

@AKanji-WMF I was just notified by @JAdams that the gift source Realized Bequest is now removed from all gifts that previously had that gift source. Is there work being done related to this ticket where something might have happened? There were ~10+ gifts marked Realized Bequest.

Dec 1 2023, 7:49 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF updated subscribers of T352343: Cannot update the option value of a custom field.
Dec 1 2023, 7:48 PM · Fundraising Tech Chaos Holding Pen, Fundraising-Backlog
MDemosWMF added a comment to T349550: Matching EFT imports - not creating employer/employee relationship.

@Eileenmcnaughton the IDs for the check import templates are 830 and 831. For the Individual check import it is creating a soft credit = workplace giving, but no relationship is created. For the Organization check import it creates soft credit = matched gift, but no relationship is created when I look at the contact.

Dec 1 2023, 3:49 PM · Fundraising Sprint - Wake me up when December ends, Fundraising Sprint Uptown cURL, Fundraising Tech - Chaos Crew, Fundraising-Backlog

Nov 30 2023

MDemosWMF added a comment to T350331: Update thank you main & endowment mail to use new stock fields.

@Eileenmcnaughton thank you! The WMF stock TY email looks good, but the Endowment one has a slight issue with the formatting. There is a line break dividing the spacing:
"Thank you for

Nov 30 2023, 10:44 PM · Fundraising Sprint - X gon' donate to ya, Fundraising Sprint Uptown cURL, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM