Thanks! I've just created it in Civi

Yes it has been added. However, I have another request to add an additional field here. It would be "WLS Listed as". Should I make a new task?

@spatton RE removing Name - I would not have thought of that but it makes sense to me to try it.

@Eileenmcnaughton Yes please overwrite the existing net worth field. Some of the ones you listed above were created before the Targetsmart data was being imported. They are not being used consistently at the moment and we'd rather have the up to date TS data instead.

@Eileenmcnaughton These look good to me. Danny did request adding change in calendar year between 2017-2018 is that possible?

Thanks! All done on my end.

@DStrine Looks good! Thanks

Hi @Eileenmcnaughton Thanks for this.

@Eileenmcnaughton I've consolidated my last message here and some of the team's new Qs and requests here:

@Eileenmcnaughton So is it possible to have ALL of them? We're just thinking that even if we don't add them to our summary screen view it would be great to be able to search and export these types of calculations when we are reviewing prospect lists.
For example, Danny is really interested in being able to search for donor sets that might have had an increase of $500 between two calendar years.

@Eileenmcnaughton These experimental fields are really interesting. Would you like me to explore interest among the team? And if so how much time do we have to make a decision?

@mepps Not Empty is really slow but thank you for giving me the option!
@DStrine good to close.

Yep! Thanks Eileen

No. There is only a small handful (5 or 6) donations made from non-English speaking countries a year.
As Caitlin said definitely other English speaking countries.

Fantastic! I was able to add the rest of the fields I needed. Thanks!

Thanks Sam! Thoughts in your Qs:

I already used it! Amazing. Thank you!

@jgleeson Moving it there sounds right.
I think the field should read "Employer Name (Optional)".

@mepps It's a great question and I just mentioned this to Caitlin V yesterday. The company we are thinking about working with after testing would integrate their own search box into our donation form. This would be an automatic lookup that would result in an automatic email being sent to the donor after the donation form has been submitted with the matching gift company details and links to start the process.

Oh my goodness! That looks so incredibly different!

Additional notes:

Let's keep it open. I envision a world with lots of dashlets :)
@CaitVirtue I'm adding this point to our action items to think about for the near future.

Thank you all! I just tried it and worked without issue.

@Eileenmcnaughton Leanne and I were trying to figure out some Engage discrepancies and I ran the contribution search for those in the trash. A few online donations came back (one was $2500) and a stock gift I had entered.

@Eileenmcnaughton I have time tomorrow. Or we can wait until fortnightly?

I think we're good. I haven't seen it happen again.

Yeah I think that's a safe bet ;)

Thanks Eileen! Glad the list was small enough to review in one sitting.

I'm not having any issues.

Wow. So it looks like that person never even received a thank you email?
It just went straight to the trash?

Yes I saw the subtask. I think this is closable.

@Eileenmcnaughton Yes! they are gorgeous! Please close

Looks great! thank you

I was able to restore all of the gifts that came from engage but if I run the same search going back to 1/1/2016 there are about 282 contacts in the trash. Not sure how we would go through these to see which ones need to be restored.

@Eileenmcnaughton You ARE the best. It works great. I tested it a few times with different civi records.

@Eileenmcnaughton Yes! I added the contact ID back into the block we originally wanted it to live in. Have been able to edit the other field around it without issue.

@Eileenmcnaughton Yes! I have tested it out on a few profiles (individual and org) and it looks great. I think we can wait for the fix as no one has really caught it besides me.

@Eileenmcnaughton Yes I can confirm those are each individual issues we've encountered

1. I created a separate block for the ID to live with the contact source since these are things that do not change
2. yes - also no biggie but we lost the ability to have color coded tags :(
3. yes - I have also removed the current employer from the custom block we were using and am now relying on the Key relationships block - only issue is that it is not right next to the Job Title field
4. YES

@Eileenmcnaughton I've moved things around a little on the contact screen to accommodate for the time being. I think the most important thing for us was not so much that it was at the top but that the original screen allowed the fields "current employer" to be grouped with "job title"

@Eileenmcnaughton Sorry to tack on more to this task but is there a way to fix this?

@Eileenmcnaughton I spoke too soon. I still can't edit tags. Also, if I enter an employer on the summary screen and save The relationship then appears as both Current and Inactive at the same time.

@Eileenmcnaughton That makes sense! Thanks for figuring that out. It seems to be working for me now. I just added another block that contains only the Contact ID since like you said it's not editable.

Never mind! Cancel this please.

Works great! I removed her from the other group as well. Thank you!

Looks great!

@Eileenmcnaughton Correct we would want this optional for individuals as well.

@Eileenmcnaughton it's been working great for me! For the last three imports I went back and double checked the file created with new contacts and did not find any that should have been merged - they were also pretty small to begin with though.
@LeanneS Is there anything else you think we should be testing before this gets closed?

@Eileenmcnaughton yes! Thanks again for your help

@Eileenmcnaughton Much appreciated! I've removed the #N/A suffix from all of these listed.

I've corrected the contacts with the missing addresses. However, @Eileenmcnaughton is there anyway to pull contacts with #N/A as the suffix to just be sure? I couldn't figure out how to search for these contacts.

@Eileenmcnaughton I corrected most of them. Let me find some time today to do another once over and manually enter any that I missed initially. I'll get back to you though about maybe helping me make sure I got them all. Will keep you posted!

@Eileenmcnaughton I just noticed as well that information like the "Do Not email" are marked on those that had a "Y" in the AC flag column so it makes sense that the columns were probably just pushed down one. While the import file appears correct all I can think is that I must have made a change at some point that I later corrected when doing the merges.

I am looking at what I've imported recently and it looks like it is just
that file. I'm betting it is as you said mismatched columns. @ LeanneS
I'll update the contacts

@Eileenmcnaughton Sorry for the delay! I have definitely noticed a decrease in dupes. I say we're good to close.