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- User Since
- Jun 9 2017, 2:21 PM (188 w, 20 h)
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- NNichols (WMF) [ Global Accounts ]
Wed, Jan 6
Mon, Dec 21
@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?
Sep 3 2020
Jul 29 2020
Jun 15 2020
May 28 2020
@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.
Mar 31 2020
@Eileenmcnaughton It works! I'll let the team know they can start using it.
Mar 20 2020
Mar 18 2020
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?
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 11 2020
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
Mar 10 2020
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.
Feb 19 2020
@Eileenmcnaughton I'm good with this plan!
Nov 21 2019
Nov 12 2019
@Eileenmcnaughton I just moved it into the Tech folder - "Civi Names with Special Characters - Export"
Nov 6 2019
Oct 29 2019
Yes thank you
Oct 24 2019
I think that sounds like a great solution!
Oct 22 2019
@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!
Oct 21 2019
@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.
Oct 17 2019
Great! Thanks for the update.
Oct 16 2019
@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.
Oct 15 2019
@Eileenmcnaughton It did seem to only happen intermittently. If it happens again I'll add the contact ID here.
Oct 7 2019
yes thank you!
Sep 13 2019
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.
Sep 12 2019
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?
Sep 11 2019
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.
Sep 9 2019
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! 🙌
Aug 27 2019
Aug 7 2019
Aug 6 2019
Aug 5 2019
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?
Aug 2 2019
@spatton RE removing Name - I would not have thought of that but it makes sense to me to try it.
Jul 25 2019
@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.
Jul 18 2019
Jul 17 2019
@Eileenmcnaughton These look good to me. Danny did request adding change in calendar year between 2017-2018 is that possible?
Jul 15 2019
Thanks! All done on my end.
@DStrine Looks good! Thanks
Hi @Eileenmcnaughton Thanks for this.
Jul 12 2019
@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.
Jul 11 2019
@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?
Jul 10 2019
Jul 8 2019
Jul 2 2019
Jun 25 2019
Yep! Thanks Eileen
Jun 6 2019
May 30 2019
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.
May 22 2019
May 10 2019
May 8 2019
Fantastic! I was able to add the rest of the fields I needed. Thanks!
May 6 2019
Apr 25 2019
Thanks Sam! Thoughts in your Qs:
Apr 24 2019
I already used it! Amazing. Thank you!
Apr 23 2019
Apr 22 2019
Apr 11 2019
@jgleeson Moving it there sounds right.
I think the field should read "Employer Name (Optional)".
Apr 9 2019
@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.
Mar 25 2019
Mar 19 2019
Mar 13 2019
Oh my goodness! That looks so incredibly different!
Mar 12 2019
Additional notes:
Mar 11 2019
Feb 21 2019
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.
Feb 18 2019
Thank you all! I just tried it and worked without issue.
Jan 14 2019
@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.
Dec 17 2018
@Eileenmcnaughton I have time tomorrow. Or we can wait until fortnightly?
Nov 15 2018
I think we're good. I haven't seen it happen again.
Nov 14 2018
Yeah I think that's a safe bet ;)
Nov 7 2018
Thanks Eileen! Glad the list was small enough to review in one sitting.
Nov 5 2018
Oct 31 2018
Oct 5 2018
I'm not having any issues.
Oct 3 2018
Wow. So it looks like that person never even received a thank you email?
It just went straight to the trash?