@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?

@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.

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

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?

@JAdams

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"

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

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

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.

@Eileenmcnaughton I'm good with this plan!

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

Yes thank you

I think that sounds like a great solution!

@Eileenmcnaughton Yes this was totally me. I was attempting to change some dropdowns and disable some fields (must have deleted instead) I saw your other ticket. I'm totally in support of taking away our option to delete!

@Eileenmcnaughton yes. I still cannot add or change anything on the prospect tab. We were also trying to change some drop down options this morning and that is also not working.

Great! Thanks for the update.

@Eileenmcnaughton @DStrine
I'll keep this on our radar. The next time we pull emails from civi for a manual upload to IBM is the annual appeal. I'll make sure to ping you with the sheet so you can see an example.

@Eileenmcnaughton It did seem to only happen intermittently. If it happens again I'll add the contact ID here.

yes thank you!

Any sense on how we restore this data? Michael has a phab task in asking that all prospect information be automatically merged which will save the data from this in the future. However, we are starting to put together lists of donors we (Major Gifts & Endowment) want to suppress from fundraising emails by end of next week. We're using the Net Worth data points as criteria for this list.

Okay thanks!

@Eileenmcnaughton I don't know if these spaces exist around the email in civi. We are running into this issue when we export emails. The CSV that we get has spaces at the end of the emails in the cell.

@Eileenmcnaughton Do you have an idea of how many records with the Target Smart data were deleted?

I do not have a yubikey. My server access has only been to Fundraising up to this point. I have the Viscosity VPN set up on my laptop that allows me to connect automatically. Can I continue using this for access?

Yes! As we've been discussing merging processes across teams we've realized that there might be a risk to losing this data. To be safe having it automatically move would be great.

Yes this would be super helpful. We (MG&E) generally use the name data from the most recent donation and save any other name variants in the nickname field.

yes please! I was the one using the data primarily but I'll let the team know it's there.

This is a user issue. Not sure how to delete this! Please disregard

yes! thank you

I've made it to the mapping screen!! I'll let you know if there are any other issues.
You're the best! 🙌

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?