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NNichols (Nora Nichols)
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User Details

User Since
Jun 9 2017, 2:21 PM (358 w, 11 h)
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NNichols (WMF) [ Global Accounts ]

Recent Activity

Wed, Apr 17

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

Yes, we should suppress all TYL for Benevity as well. Although there are individual and corporate gifts being made in that file they were made first to Benevity and this is who is issuing the tax receipt, not WMF. It would be nice to be able to send a donor SOMETHING when we import benevity but it is definitely not the traditional TYL

Wed, Apr 17, 11:48 AM · Patch-For-Review, Fundraising Sprint: gone(), Unplanned-Sprint-Work, Fundraising-Backlog

Tue, Mar 26

NNichols closed T357322: Testing New Civi User Role - Donor Relations as Resolved.
Tue, Mar 26, 5:35 PM · Fundraising-Backlog
NNichols closed T357320: Testing New Civi User Role - Donation Processing as Resolved.
Tue, Mar 26, 5:35 PM · Fundraising-Backlog

Mar 20 2024

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

Yeah I think so as well. We can break this list down further and have major gifts decide for those with significant lifetime giving (I already see a few over $4k) and perhaps have DR help with the rest @MDemosWMF What do you think?

Mar 20 2024, 2:20 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 15 2024

NNichols created T360205: Issue with using Address Proximity in a Searchkit.
Mar 15 2024, 3:54 PM · Fundraising-Backlog
NNichols created T360198: Further permission restrictions .
Mar 15 2024, 2:42 PM · Fundraising-Backlog

Mar 13 2024

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

Custom field ideas for addresses

Mar 13 2024, 8:40 PM · Fundraising Sprint: gone(), Fundraising Sprint: didAnyoneTryThis(), Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T354911: Correcting Gift Source Coding on Benevity import .

Working! Thank you Eileen

Mar 13 2024, 2:29 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog

Mar 5 2024

NNichols created T359219: Create new Benevity import.
Mar 5 2024, 9:24 PM · Fundraising Sprint: gone(), Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog

Mar 4 2024

NNichols added a comment to T263074: Constituent Relationship Refinement.

Agreed. Relationship types should be audited for sure but we should hold it until we work in that into our plans.

Mar 4 2024, 4:25 PM · Fundraising-Backlog, FR-endowment

Feb 28 2024

NNichols added a comment to T354911: Correcting Gift Source Coding on Benevity import .

Yes they are two fields. They are usually complementary to each other. In this case the corporate donation reason and source are basically the same and can be marked as a Corporate Gift. The other one is just a little trickier because it's PAC Match and then User Donation. User donation can sometimes mean Individual Gift from the donor but in this case the funds are in the Matching Gift field and would u become a gift source = Matching Gift

Feb 28 2024, 1:06 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog

Feb 20 2024

NNichols added a comment to T356886: Incorrect Financial Types.

I see! Reading is truly fundamental :)
Thank you Elliot. All of those fun conversations about custom fields and tables are coming back to me. My apologies; we did not document this issue in the coding changes briefings.
@Eileenmcnaughton What would it take for this type of change in the future?

Feb 20 2024, 2:13 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog

Feb 16 2024

NNichols added a comment to T356886: Incorrect Financial Types.

Endowment Gift was to be removed and that would be indicated in the Restrictions field on a gift

Feb 16 2024, 4:40 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
NNichols closed T357139: Testing New Civi User Role - Major Gifts as Resolved.
Feb 16 2024, 4:38 PM · Fundraising-Backlog

Feb 12 2024

NNichols reopened T354911: Correcting Gift Source Coding on Benevity import as "Open".
Feb 12 2024, 4:13 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog
NNichols added a comment to T354911: Correcting Gift Source Coding on Benevity import .

I have some new Source/Reasons that need mapping on this import.

Feb 12 2024, 4:10 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog
NNichols created T357322: Testing New Civi User Role - Donor Relations.
Feb 12 2024, 3:53 PM · Fundraising-Backlog
NNichols created T357320: Testing New Civi User Role - Donation Processing .
Feb 12 2024, 3:52 PM · Fundraising-Backlog

Feb 9 2024

NNichols created T357139: Testing New Civi User Role - Major Gifts.
Feb 9 2024, 3:07 PM · Fundraising-Backlog

Feb 7 2024

NNichols created T356894: Incorrect Gift Source.
Feb 7 2024, 4:58 PM · Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
NNichols created T356886: Incorrect Financial Types.
Feb 7 2024, 4:03 PM · Fundraising Tech - Chaos Crew, Fundraising-Backlog
NNichols added a comment to T347058: Changing User Permissions in Civi .

@Eileenmcnaughton I'm planning to create individual tasks for each testing. However, I have continued to play around on staging. I cannot find a way to uncouple the ability to create custom fields and make data field changes (creating new tags, creating new dropdowns) from the ability to do most basic tasks.
Is this something we can work towards changing in the future?

Feb 7 2024, 2:58 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
NNichols added a comment to T356443: for next maintenance window - Remove disabled custom fields.

@Eileenmcnaughton Yes if they have already been disabled we can remove

Feb 7 2024, 1:25 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 1 2024

NNichols added a comment to T354911: Correcting Gift Source Coding on Benevity import .

@Eileenmcnaughton Everything looks good with my test! We are going to work on fixing the other months and will come back if we see anything else not mapping correctly

Feb 1 2024, 7:52 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog

Jan 29 2024

NNichols added a comment to T354911: Correcting Gift Source Coding on Benevity import .

@Eileenmcnaughton I can test this in a few days. Benevity's website is down and I can't pull any reports until the 31st.

Jan 29 2024, 9:44 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog

Jan 12 2024

NNichols added a comment to T354911: Correcting Gift Source Coding on Benevity import .

Adding a note about the timeline:

  • We are hoping this could be corrected by the end of January. I want to use it to reimport all of benevity for this fiscal year so we have a better idea of what kind of gifts came through.
Jan 12 2024, 4:59 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog

Jan 11 2024

NNichols created T354911: Correcting Gift Source Coding on Benevity import .
Jan 11 2024, 11:23 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising Spring - anybodyKnowWhatThisDoes(), Fundraising-Backlog

Jan 4 2024

NNichols reopened T343758: Changing some of the imports on the back end as "Open".

Reopening this task.

Jan 4 2024, 3:22 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog

Sep 29 2023

NNichols created T347724: Removing some WMF donor fields.
Sep 29 2023, 3:41 PM · Fundraising Sprint Uptown cURL, Fundraising-Backlog

Sep 28 2023

NNichols added a comment to T347058: Changing User Permissions in Civi .

On hold as per our discussion. I've added some next steps to the project brief https://docs.google.com/document/d/1CF0b3crQiy6gwiVXVbxCGU_mYiHo_tdcyzhTRKXD5Ms/edit

Sep 28 2023, 4:52 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog

Sep 26 2023

NNichols added a comment to T347058: Changing User Permissions in Civi .

@Eileenmcnaughton I created a new role on Staging - Major Gifts and Endowment. I've tested it with a new user as well. It checks off the goal of removing permission to edit or delete a contribution.
I cannot, however, find a way to limit permissions on creating or editing custom fields and tags. Can you assist?
Otherwise, we can move this role to production. There will also be another role needed "Online" but it will be the exact same permissions.

Sep 26 2023, 7:17 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog
NNichols added a comment to T343899: Permission changed for DR agents .

@Eileenmcnaughton Sandra and I talked this through. She is okay with not creating another role for donor relations. Everyone with the Donor Relations role should have this ability. However, I think they are still having issues with the permission so that still needs addressed.

Sep 26 2023, 6:42 PM · Fundraising Sprint Uptown cURL, FR-donorservices, Fundraising-Backlog

Sep 21 2023

NNichols added a comment to T344012: Making Gift Coding Changes to gifts in July .

@Eileenmcnaughton All of the recurring gifts will need to be updated to the financial type Recurring Gift (for the first) or Recurring Gift -Cash for all others

Sep 21 2023, 2:03 PM · Fundraising Sprint This LAN is your LAN, FR-tech-data-integrity, Fundraising-Backlog
NNichols created T347058: Changing User Permissions in Civi .
Sep 21 2023, 1:52 PM · Fundraising Sprint: explain($LikeImFive), Fundraising Sprint: didAnyoneTryThis(), Fundraising-Backlog

Sep 8 2023

NNichols created T345920: Recurring Gift Coding.
Sep 8 2023, 2:13 PM · Fundraising Sprint This LAN is your LAN, Fundraising-Backlog
NNichols created T345919: Bug with new Recurring Financial Types.
Sep 8 2023, 2:12 PM · Fundraising Sprint Uptown cURL, Fundraising-Backlog
NNichols added a comment to T343735: Disabling Gift Sources.

Good point! I'll set up a search to monitor it through the end of the month before disabling it. We are still working on the other task to go back and update gifts through July 1

Sep 8 2023, 1:06 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog

Sep 7 2023

NNichols added a comment to T343735: Disabling Gift Sources.

@Damilare @Eileenmcnaughton I'm seeing the new Online Gift source coming through starting on the 5th. Can I go ahead and disable Benefactor and community gift options?

Sep 7 2023, 6:37 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog

Sep 5 2023

NNichols updated subscribers of T344012: Making Gift Coding Changes to gifts in July .
Sep 5 2023, 1:50 PM · Fundraising Sprint This LAN is your LAN, FR-tech-data-integrity, Fundraising-Backlog
NNichols updated subscribers of T344012: Making Gift Coding Changes to gifts in July .

Adding some notes about what exactly this will become after all the other changes have taken place. These changes will affect all gifts going back to the fiscal year July 1, 2023 unless stated otherwise.

Sep 5 2023, 1:49 PM · Fundraising Sprint This LAN is your LAN, FR-tech-data-integrity, Fundraising-Backlog

Aug 25 2023

NNichols updated subscribers of T343756: Changing coding to gifts made on the Endowment website.
Aug 25 2023, 1:21 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog
NNichols added a comment to T343756: Changing coding to gifts made on the Endowment website.

@Eileenmcnaughton Thanks for talking this through with me and I somewhat understand it all now. I spoke with Erica and Melanie. We'll KEEP Endowment Gift as a financial type for the time being given that WMF Donor fields are calculated using this. Let's explore using Campaign ID in the future perhaps.
Given this development, Endowment Gifts online will be as follows
Financial Type = Endowment Gift
Restriction = Endowment Fund
Gift Source = Online Gift

Aug 25 2023, 1:21 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog

Aug 23 2023

NNichols added a comment to T343758: Changing some of the imports on the back end.

@Damilare Yes I am not familiar with some of those sources or reasons either. In truth, I've only worked on importing the file into civi for a three month period.
I've reached out to Rosie to see if she had any historical knowledge about how these fields translated to what we have in civi but we don't have any information. My understanding is that there are only three types of gifts from those files, Matching Gift, Payroll Deduction, and then straight donation (Individual Gift).

Aug 23 2023, 6:14 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog
NNichols added a comment to T343756: Changing coding to gifts made on the Endowment website.

@Eileenmcnaughton Makes sense. The plan is definitely to remove Endowment Fund from the financial type and make this indication in the Restrictions field. We'll need to plan how to change this on all Endowment gifts historically.

Aug 23 2023, 6:08 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog

Aug 22 2023

NNichols added a comment to T343758: Changing some of the imports on the back end.

@Eileenmcnaughton @Damilare I emailed you both and example of a benevity import. I've removed all donor information and put my name in it. It has one row for each type of donation that came through in that specific report.

Aug 22 2023, 2:13 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog
NNichols added a comment to T343741: New Custom Fields - Gift Adjustments.

@Eileenmcnaughton I think we can disable search for that field. Let me double-check with all the teams during the data field audit

Aug 22 2023, 1:31 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog
NNichols added a comment to T343756: Changing coding to gifts made on the Endowment website.

No we want to keep calculating those fields. Especially, lifetime donations, or lifetime Endowment donations.

Aug 22 2023, 1:30 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog
NNichols added a comment to T343735: Disabling Gift Sources.

@Eileenmcnaughton yeah I think it's going to be incredibly useful! We want to keep as many of these fields required as possible so we have more ways to identify gift channels, attribution, etc.

Aug 22 2023, 1:27 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog

Aug 21 2023

NNichols added a comment to T343758: Changing some of the imports on the back end.

@Damilare They are two different gift sources. @MDemosWMF Can you provide some insight here? Where would Matching Gift vs Payroll deduction be used? Benevity is a mix of what is now Individual Gift and Matching Gift and (also?) Payroll?

Aug 21 2023, 7:58 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog

Aug 10 2023

NNichols created T344012: Making Gift Coding Changes to gifts in July .
Aug 10 2023, 6:25 PM · Fundraising Sprint This LAN is your LAN, FR-tech-data-integrity, Fundraising-Backlog

Aug 8 2023

NNichols created T343830: New Custom Fields - Donor Specified.
Aug 8 2023, 4:47 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog
NNichols updated the task description for T343756: Changing coding to gifts made on the Endowment website.
Aug 8 2023, 4:38 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog
NNichols added a comment to T343735: Disabling Gift Sources.

UPDATE: We've decided that we would like to use Online Gift as the gift source for all gifts coming through a banner, email, website, etc.

Aug 8 2023, 4:27 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog

Aug 7 2023

NNichols created T343758: Changing some of the imports on the back end.
Aug 7 2023, 9:04 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog
NNichols created T343756: Changing coding to gifts made on the Endowment website.
Aug 7 2023, 8:53 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog
NNichols created T343741: New Custom Fields - Gift Adjustments.
Aug 7 2023, 4:40 PM · Fundraising Sprint 🐲 Phab the Magic Dragon, FR-tech-data-integrity, Fundraising-Backlog
NNichols created T343735: Disabling Gift Sources.
Aug 7 2023, 4:07 PM · Fundraising Sprint Quit playing games with my Phab 🎶, FR-tech-data-integrity, Fundraising-Backlog

Jul 25 2023

NNichols added a comment to T341370: Using Financial Type= Recurring Gifts for all recurring contributions in civi.

My apologies. I didn't hit submit yesterday.

Jul 25 2023, 8:31 PM · Fundraising Sprint Owner of a Lonely Product, Fundraising-Backlog

Jul 17 2023

NNichols added a comment to T341370: Using Financial Type= Recurring Gifts for all recurring contributions in civi.

Great! Since we're changing the language of Financial Type to actual financial types let's go with Recurring Gift for the first and Recurring Gift - Cash for all subsequent.

Jul 17 2023, 3:13 PM · Fundraising Sprint Owner of a Lonely Product, Fundraising-Backlog

Jul 12 2023

NNichols added a comment to T341370: Using Financial Type= Recurring Gifts for all recurring contributions in civi.

@JMando @MSuijkerbuijk_WMF Would there be a benefit for either of you two to differentiate between the first recurring gift and all subsequent gifts? For example, we could name the first gift as a Recurring gift and all subsequent gifts as Recurring Gift - Cash - This would allow analytics to focus just on the first gift when needed.

Jul 12 2023, 9:43 PM · Fundraising Sprint Owner of a Lonely Product, Fundraising-Backlog

Jul 7 2023

NNichols updated subscribers of T341370: Using Financial Type= Recurring Gifts for all recurring contributions in civi.
Jul 7 2023, 5:39 PM · Fundraising Sprint Owner of a Lonely Product, Fundraising-Backlog
NNichols created T341370: Using Financial Type= Recurring Gifts for all recurring contributions in civi.
Jul 7 2023, 5:34 PM · Fundraising Sprint Owner of a Lonely Product, Fundraising-Backlog

Jan 23 2023

NNichols created T327614: New custom fields on a contribution- matching Gift related.
Jan 23 2023, 5:34 AM · Fundraising Sprint Bridge over troubled Wifi, Fundraising-Backlog

Jan 18 2023

NNichols created T327299: Original Campaign Coding [EPIC].
Jan 18 2023, 4:13 PM · Fundraising-Backlog

Mar 24 2022

NNichols added a comment to T304530: civi Time out.

@Eileenmcnaughton Thank you for getting that in for us! We will need to make these kind of large import updates on a regular basis in the future

Mar 24 2022, 1:42 PM · Fundraising Sprint e^🥧👀=yum, FR-Civi-Prospect, Fundraising-Backlog

Mar 23 2022

NNichols updated subscribers of T304530: civi Time out.

@Eileenmcnaughton @Ejegg On the Fundraising server!

Mar 23 2022, 7:35 PM · Fundraising Sprint e^🥧👀=yum, FR-Civi-Prospect, Fundraising-Backlog
NNichols added a comment to T304530: civi Time out.

I started this morning around 4am EST? Then I tried multiple times this morning just before filing this task.

Mar 23 2022, 7:10 PM · Fundraising Sprint e^🥧👀=yum, FR-Civi-Prospect, Fundraising-Backlog
NNichols created T304530: civi Time out.
Mar 23 2022, 3:45 PM · Fundraising Sprint e^🥧👀=yum, FR-Civi-Prospect, Fundraising-Backlog
NNichols created T304479: Three new custom fields on the prospect tab.
Mar 23 2022, 7:24 AM · Fundraising Sprint Fibonachos, Wikimedia-Fundraising-CiviCRM, FR-Civi-Prospect, Fundraising-Backlog

Mar 20 2022

NNichols created T304268: New custom field - Prospect Insight.
Mar 20 2022, 11:41 PM · Patch-For-Review, Fundraising Sprint Fibonachos, Wikimedia-Fundraising-CiviCRM, FR-Civi-Prospect, Fundraising-Backlog

Feb 24 2022

NNichols updated the task description for T302524: Adding a new field in civi.
Feb 24 2022, 7:38 PM · Fundraising Sprint Discworld reformatted as ntfs, Wikimedia-Fundraising-CiviCRM, FR-Civi-Prospect, Fundraising-Backlog
NNichols created T302524: Adding a new field in civi.
Feb 24 2022, 7:30 PM · Fundraising Sprint Discworld reformatted as ntfs, Wikimedia-Fundraising-CiviCRM, FR-Civi-Prospect, Fundraising-Backlog

Feb 3 2022

NNichols added a comment to T300086: turn on optional employer field by default.

Default for just the US!

Feb 3 2022, 4:51 AM · MW-1.38-notes (1.38.0-wmf.22; 2022-02-14), fundraising Sprint Black Hole Fillings, Fundraising-Backlog

Dec 15 2021

NNichols created T297798: New Employer field not allowing manual entries.
Dec 15 2021, 3:30 PM · Fundraising-Backlog

Oct 20 2021

NNichols added a comment to T292784: Unable to add contacts to a group via search kit .

All set! I was even able to add activities for everyone as well yay!!

Oct 20 2021, 6:53 PM · Fundraising Sprint Technical debt house of horrors, Fundraising-Backlog

Oct 7 2021

NNichols created T292784: Unable to add contacts to a group via search kit .
Oct 7 2021, 8:15 PM · Fundraising Sprint Technical debt house of horrors, Fundraising-Backlog

Sep 13 2021

NNichols added a comment to T288149: Send Receipts not working from civi.

No I was Editing the contribution and sending from there. I had no idea those options even existed!
I'll need to find another donor to send a receipt to. I'll update you here if those options work for me.

Sep 13 2021, 6:28 PM · fundraising sprint Screaming Goats Yelling Zoo, fundraising sprint Roller Toaster, fundraising sprint Quantum Leapfrog, fundraising sprint Parallel processing roller coaster, Wikimedia-Fundraising-CiviCRM, fundraising sprint onion pit, Fundraising-Backlog

Aug 31 2021

NNichols added a comment to T287644: Remove switcheroo button from activities.

Yay! Thank you!

Aug 31 2021, 2:10 PM · fundraising sprint Parallel processing roller coaster, fundraising sprint onion pit, Wikimedia-Fundraising-CiviCRM, FR-Civi-Prospect, Fundraising-Backlog

Aug 4 2021

NNichols created T288149: Send Receipts not working from civi.
Aug 4 2021, 6:03 PM · fundraising sprint Screaming Goats Yelling Zoo, fundraising sprint Roller Toaster, fundraising sprint Quantum Leapfrog, fundraising sprint Parallel processing roller coaster, Wikimedia-Fundraising-CiviCRM, fundraising sprint onion pit, Fundraising-Backlog

Jul 28 2021

NNichols created T287644: Remove switcheroo button from activities.
Jul 28 2021, 10:03 PM · fundraising sprint Parallel processing roller coaster, fundraising sprint onion pit, Wikimedia-Fundraising-CiviCRM, FR-Civi-Prospect, Fundraising-Backlog

Jan 19 2021

NNichols created T272402: Functionality/ Action options for reports and dashlets.
Jan 19 2021, 5:53 PM · Fundraising-Backlog

Jan 6 2021

NNichols created T271333: Need a very special group created.
Jan 6 2021, 4:14 PM · FR-Civi-Prospect, FR-endowment, Fundraising-Backlog

Dec 21 2020

NNichols added a comment to T219191: Importing Activity Updates.

@DStrine @Eileenmcnaughton Hi. Jerry and I are attempting to add activities to donors records indicating that they received an initiation to our virtual events this year. Because this year was so very different and we invited a much larger number of people to each event (one was around 100k) we are unable to do this through traditional means - meaning, import donors into a group and use civi to add an activity. Is there someone that can help us get these activities added to these donor records perhaps in a different way?

Dec 21 2020, 7:24 PM · fundraising-tech-ops, Fundraising Sprint Airline Passenger Experience, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 3 2020

NNichols created T261960: Donors are being removed from Parent Groups by Admin.
Sep 3 2020, 3:12 PM · Fundraising-Backlog

Jul 29 2020

NNichols created T259144: Adding new staff members to the Assignee list.
Jul 29 2020, 4:04 PM · Fundraising-Backlog

Jun 15 2020

NNichols created T255449: Civi Warning PHP out of date.
Jun 15 2020, 3:15 PM · Fundraising-Backlog

May 28 2020

NNichols added a comment to T253326: Civi: possible email_greeting TY email feature request.

@MBeat33 Yes we do get this request a lot. As of now I just manually change the Email Greeting field in civi and resend the TY via email. If there were a way to have the full name on the original TY email it would be helpful in cutting down these requests.

May 28 2020, 2:57 PM · FR-donorservices, FR-AutoTY-Email, Fundraising-Backlog

Mar 31 2020

NNichols added a comment to T245641: Restricting "Assigned to" options .

@Eileenmcnaughton It works! I'll let the team know they can start using it.

Mar 31 2020, 4:50 PM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 20 2020

NNichols created T248199: Civi mail To, CC, BCC email additions diffcult.
Mar 20 2020, 8:28 PM · Fundraising Sprint Kavascript: the chill new language, Fundraising Sprint Just space out, Fundraising Sprint Ice cream cures everything, Fundraising Sprint Heaven is a page on Wikipedia, fundraising Sprint Grep works IRL, Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, FR-Civi-Prospect, Fundraising-Backlog

Mar 18 2020

NNichols added a comment to T248019: New Custom Field - Opt Out Endowment Emails.

Okay so I'm going to create two fields then. The Endowment Email Opt Out and PG Email Opt Out. Does anyone have objections to there being two fields here?

Mar 18 2020, 7:59 PM · FR-email-preferences, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols updated subscribers of T248019: New Custom Field - Opt Out Endowment Emails.

@JAdams

Mar 18 2020, 7:46 PM · FR-email-preferences, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols added a comment to T248019: New Custom Field - Opt Out Endowment Emails.

Update: I forgot to make it a yes/ no option so I disabled the first custom field since it wouldn't let me edit it and created "Endowment: Opt Out"

Mar 18 2020, 7:31 PM · FR-email-preferences, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
NNichols created T248019: New Custom Field - Opt Out Endowment Emails.
Mar 18 2020, 7:27 PM · FR-email-preferences, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 11 2020

NNichols added a comment to T244323: Alternative method to Create settings_location.php.

Great! I like that it cuts down on the space used on the prospect tab. I've informed all of MG and Endowment

Mar 11 2020, 4:49 PM · Fundraising Sprint Evil Twins For Everyone, Patch-For-Review, Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Fundraising Sprint Byzantine Empire Strikes Back
NNichols added a comment to T244323: Alternative method to Create settings_location.php.

Great! I like that it cuts down on the space used on the prospect tab. I've informed all of MG and Endowment

Mar 11 2020, 4:49 PM · Fundraising Sprint Evil Twins For Everyone, Patch-For-Review, Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Fundraising Sprint Byzantine Empire Strikes Back

Mar 10 2020

NNichols added a comment to T245088: Delete deleted contacts merge activities.

I feel like even though we have contributions logged on the contribution tab they are useful to have in the activities as it helps someone see a donor's timeline. As we start using activities to log our prospect stages we can see in one view when something important happens and when a contribution happens in relation to that. For example, we send an invite for an event and the donor turns around and makes a donation a few days later.

Mar 10 2020, 5:24 PM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Fundraising Sprint Evil Twins For Everyone, Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, FR-planning-ahead, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, fundraising-tech-ops

Feb 19 2020

NNichols added a comment to T245577: Remove 'quick autoreviewed' entity tag.

@Eileenmcnaughton I'm good with this plan!

Feb 19 2020, 5:23 PM · Fundraising Sprint Dampness, Fundraising Sprint CAPS LOCK CULTS, FR-planning-ahead, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, fundraising-tech-ops
NNichols created T245641: Restricting "Assigned to" options .
Feb 19 2020, 4:52 PM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Nov 21 2019

NNichols created T238876: Old donation with new Endowment appeal.
Nov 21 2019, 10:40 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising-Backlog

Nov 12 2019

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

@Eileenmcnaughton I just moved it into the Tech folder - "Civi Names with Special Characters - Export"

Nov 12 2019, 9:30 PM · Fundraising Sprint YAMLton, the Musical, Fundraising Sprint X-rays, Fundraising Sprint A Wrinkle in Timezones, Fundraising-Backlog