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RLewis (Rosie )
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User Details

User Since
Jan 8 2015, 6:36 PM (244 w, 6 d)
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RLewis (WMF) [ Global Accounts ]

Recent Activity

Mon, Sep 9

RLewis created T232401: Access to the ssh frdev1001 server .
Mon, Sep 9, 10:10 PM · fundraising-tech-ops

Mon, Sep 2

RLewis added a comment to T231399: Error received when importing via the Civi import function.

@Eileenmcnaughton and @DStrine hi both, i'm still receiving an error when I try to import the weekly files.

Mon, Sep 2, 5:07 PM · Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Quick and the Deadlocked, Wikimedia-Fundraising-CiviCRM

Tue, Aug 27

RLewis created T231399: Error received when importing via the Civi import function.
Tue, Aug 27, 10:29 PM · Fundraising Sprint Rocky Horror Presentation Layer, Fundraising Sprint Quick and the Deadlocked, Wikimedia-Fundraising-CiviCRM

Aug 6 2019

RLewis created T229901: Created new Gift Source - Qualified Charitable Distribution.
Aug 6 2019, 4:12 AM · Wikimedia-Fundraising-CiviCRM

Jul 30 2019

RLewis updated subscribers of T219191: Importing Activity Updates.

@DStrine and @Eileenmcnaughton adding to this task. I've been working with @jkim_wikimedia to get her event activities updated for future events and the batch updating activities is becoming a bit of a headache for her since she needs to update groups of contacts of 5000 and over and Civi times out frequently. Is there any way around it?

Jul 30 2019, 9:27 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 16 2019

RLewis created T228213: Can we change the default setting for batch updating Activities? .
Jul 16 2019, 8:33 PM · Wikimedia-Fundraising-CiviCRM

Jun 25 2019

RLewis created T226560: Adding fields to Activity Search page.
Jun 25 2019, 6:32 PM · Fundraising Sprint Men In Slack, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 8 2019

RLewis added a comment to T222764: Civi SSL Certificate expired .

@cwdent yep that did the trick, thanks for the help.

May 8 2019, 5:16 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T222764: Civi SSL Certificate expired .

@cwdent I know I thought it wasn't going to expire for a while. I did have to restart my laptop yesterday but that's it. Any ideas on what I can do?

May 8 2019, 4:06 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 7 2019

RLewis created T222764: Civi SSL Certificate expired .
May 7 2019, 9:32 PM · fundraising-tech-ops, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 25 2019

RLewis created T221874: Add ability to search Mailing Events in Civi .
Apr 25 2019, 4:46 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 20 2018

RLewis added a comment to T204607: Civi access for Rosie Lewis.

@cwdent - thanks I'm in Civi!

Sep 20 2018, 8:14 PM · Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T204607: Civi access for Rosie Lewis.

see Lisa's approval

Sep 20 2018, 7:27 PM · Wikimedia-Fundraising-CiviCRM

Sep 17 2018

RLewis created T204607: Civi access for Rosie Lewis.
Sep 17 2018, 9:09 PM · Wikimedia-Fundraising-CiviCRM

May 17 2017

RLewis created T165615: Find and Merge Duplicate Contacts function isn't working in Civi .
May 17 2017, 4:43 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 8 2017

RLewis created T164794: Can we customize thank you letter for contributions function/page in Civi.
May 8 2017, 8:59 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 17 2017

RLewis added a comment to T162747: Allow use of Civimails.

@eileenmcmaughton can you confirm if there is a limit on the number of contacts we can mail for a scheduled mailing please? I've figured out how to create a template email, but am not sure if the limit is set at 50. If the limit can be changed that would be great.

Apr 17 2017, 4:33 PM · Fundraising Sprint Outie Inverter, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 2 2017

RLewis added a comment to T158784: Can we make the nickname field searchable? .

@Eileenmcnaughton I think this is fine as it's not a search we will do every day but good to know we can search this field.

Mar 2 2017, 3:17 AM · Fundraising Sprint English Cuisine, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 1 2017

RLewis added a comment to T158784: Can we make the nickname field searchable? .

Thanks @Eileenmcnaughton this is great!

Mar 1 2017, 3:47 AM · Fundraising Sprint English Cuisine, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 22 2017

RLewis created T158784: Can we make the nickname field searchable? .
Feb 22 2017, 5:19 PM · Fundraising Sprint English Cuisine, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Feb 14 2017

RLewis added a comment to T115044: Benevity: Create an import method for matching gifts and payroll deductions.

Thanks @Eileenmcnaughton

Feb 14 2017, 7:22 PM · Fundraising Sprint Far Beer, Fundraising Sprint English Cuisine, Fundraising Sprint Deferential Equations, Fundraising Sprint Costlier Alternative, Fundraising Sprint Baudelaire Bowdlerizer, Patch-For-Review, Fundraising Sprint Autotune Earphones, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, WorkType-NewFunctionality

Dec 12 2016

RLewis added a comment to T118822: find another way to compile the donor list for the annual report.

@Eileenmcnaughton - I compiled it for this year already, but it's was a pretty slow going process. Any suggestions on to make this process less time consuming would be great, lets discuss in our Civi check in or we can hold off until early 2017 if need be.

Dec 12 2016, 3:46 AM · Fundraising Sprint Hansel and grep -l, Fundraising Sprint Greps of Wrath, Fundraising Sprint Fistful of $variables, Patch-For-Review, Fundraising Sprint Ewoks Take Manhattan, Fundraising Sprint Da Vinci Coder, Fundraising Sprint Casino Royale With Cheese, Fundraising Sprint Bert and Ernie's Excellent Adventure, Fundraising Sprint A series of unfortunate event handlers, Fundraising Sprint XML ate my homework, Fundraising Sprint Window dressing is mostly olive oil, Fr-backlog-cleanup-Q3_2017-18, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Nov 14 2016

RLewis added a comment to T150697: Direct Mail Appeal not being reflected correctly in Civi.

@Eileenmcnaughton did you see Fundraising Mailing 2016 for the direct mail appeal?

Nov 14 2016, 10:58 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis added a comment to T150697: Direct Mail Appeal not being reflected correctly in Civi.

Nov 14 2016, 10:05 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis added a comment to T150697: Direct Mail Appeal not being reflected correctly in Civi.

@Eileenmcnaughton I noticed MGAnnual_2016 order number 174 in the direct mail appeal list is still showing up

Nov 14 2016, 10:05 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis added a comment to T150697: Direct Mail Appeal not being reflected correctly in Civi.

@Eileenmcnaughton it's still showing as MGAnnual_2016.

Nov 14 2016, 10:03 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis added a comment to T150697: Direct Mail Appeal not being reflected correctly in Civi.

It's still the MGAnnual_2016

Nov 14 2016, 9:37 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis added a comment to T150697: Direct Mail Appeal not being reflected correctly in Civi.

@Eileenmcnaughton can I go ahead and test it to see if it works?

Nov 14 2016, 9:32 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis assigned T150697: Direct Mail Appeal not being reflected correctly in Civi to DStrine.
Nov 14 2016, 9:23 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis assigned T150697: Direct Mail Appeal not being reflected correctly in Civi to DStrine.
Nov 14 2016, 9:16 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting
RLewis created T150697: Direct Mail Appeal not being reflected correctly in Civi.
Nov 14 2016, 9:16 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog, Patch-For-Review, Unplanned-Sprint-Work, Fundraising Sprint Value Subtracting

Nov 10 2016

RLewis added a comment to T150305: Engage isn't able to edit addresses due to latitude and longitude.

@Eileenmcnaughton update from Engage, is all is working fine now. Thanks for fixing this so quickly

Nov 10 2016, 8:33 PM · Fundraising Sprint Value Subtracting, Patch-For-Review, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Unbreaking Now, Fundraising-Backlog

Nov 9 2016

RLewis added a comment to T138361: Not all online donations getting tagged to Restrictions and Gift Source Fields.

@Eileenmcnaughton I just spot checked the most recent donation for this contact -
2117481 and it looks like its all good, thank you.

Nov 9 2016, 11:44 PM · Patch-For-Review, Fundraising Sprint Unbreaking Now, Fundraising Sprint Testing on Production, FR-2016-17-Q2-Campaign-Support, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T150305: Engage isn't able to edit addresses due to latitude and longitude.

@Eileenmcnaughton Leanne is out of the office. I will get them to retest and let you know.

Nov 9 2016, 10:23 PM · Fundraising Sprint Value Subtracting, Patch-For-Review, Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Unbreaking Now, Fundraising-Backlog

Oct 27 2016

RLewis added a comment to T147965: Changed Disc Income Decile Labels on Prospect Tab in Civi.

@Eileenmcnaughton i'm not sure why I changed the value as well. I've changed them back now and also changed 11 to K. Does all look ok from your end now?

Oct 27 2016, 4:58 PM · Patch-For-Review, Fundraising Sprint Unbreaking Now, Fundraising Sprint Testing on Production, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T149248: Remove na@na.com email from DB.

@Eileenmcnaughton yep they've dropped off. Thank you.

Oct 27 2016, 4:01 PM · Patch-For-Review, Fundraising Sprint Unbreaking Now, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 12 2016

RLewis created T147985: New fields added to the Prospect Tab in Civi.
Oct 12 2016, 10:30 PM · Fundraising Sprint Unbreaking Now, Patch-For-Review, Fundraising Sprint Testing on Production, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T137496: Receipt/Thank you letters from Civi - Fix template?.

Thanks for deploying this, such great news. It also worked instantly for me.

Oct 12 2016, 8:48 PM · Fundraising Sprint Testing on Production, Fundraising Sprint Stirring The Pot, Patch-For-Review, Fundraising Sprint Rocket Surgery 2016, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T147965: Changed Disc Income Decile Labels on Prospect Tab in Civi.
Oct 12 2016, 7:43 PM · Patch-For-Review, Fundraising Sprint Unbreaking Now, Fundraising Sprint Testing on Production, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Sep 21 2016

RLewis added a comment to T144440: Issues manually merging records.

@Eileenmcnaughton - one thing Leanne and I thought would be helpful to assist in manual merging especially when there are numerous email addresses would be to add in the Primary Location check box for email addresses like we have for Postal addresses.

Sep 21 2016, 6:01 PM · Unplanned-Sprint-Work, Patch-For-Review, Fundraising Sprint Rocket Surgery 2016, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T144440: Issues manually merging records.

@Eileenmcnaughton I did 3 merges and they appeared to work correctly for me.

Sep 21 2016, 4:33 PM · Unplanned-Sprint-Work, Patch-For-Review, Fundraising Sprint Rocket Surgery 2016, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 19 2016

RLewis created T146096: Customized Communications Preference field is not working correctly in Civi.
Sep 19 2016, 9:55 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 31 2016

RLewis updated subscribers of T144440: Issues manually merging records.

Update I just tried to do the merge again and it worked ok but it would be good to keep an eye on this as @LeanneS has had some issues with manual merging also.

Aug 31 2016, 8:30 PM · Unplanned-Sprint-Work, Patch-For-Review, Fundraising Sprint Rocket Surgery 2016, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T144440: Issues manually merging records.
Aug 31 2016, 8:25 PM · Unplanned-Sprint-Work, Patch-For-Review, Fundraising Sprint Rocket Surgery 2016, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T128818: Pipeline Report.

@Eileenmcnaughton and @DStrine just to confirm Virtue has agreed we should definitely reorder the columns but we are good to reorder the columns in Excel until this fix is complete.

Aug 31 2016, 6:51 PM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T113904: Help setting up a Top Prospects report in Civi.

@Eileenmcnaughton and @DStrine Virtue and I just reviewed the report and it looks great. We made some edits to the columns which I saved, see here - https://civicrm.wikimedia.org/civicrm/report/instance/85?reset=1&output=criteria

Aug 31 2016, 6:46 PM · Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Fundraising-Backlog

Aug 17 2016

RLewis added a comment to T128818: Pipeline Report.

@Eileenmcnaughton just checking in on this, do all the changes we've recommended make sense?

Aug 17 2016, 10:19 PM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Aug 12 2016

RLewis added a comment to T128818: Pipeline Report.

@DStrine and @Eileenmcnaughton - Virtue has looked at the test report and has recommended some changes to the layout/formatting of the report. Are we able to move all the contact information, specifically the address information to the far right and also move the deceased column to the far right? The main idea is that this report should be a quick glance at who's we need to move this quarter/year and what the info on the potential gift is.

Aug 12 2016, 7:22 PM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T128818: Pipeline Report.

@Eileenmcnaughton I tried to change the Pipeline Report prototype David created to make it a Constituent (contact) report instead of a contribution based report and I keep getting a Gateway error message. Are you able to edit the report David did for us - https://civicrm.frdev.wikimedia.org/civicrm/report/instance/95
so its contact based report.

Aug 12 2016, 3:34 AM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Aug 10 2016

RLewis added a comment to T128818: Pipeline Report.

@Eileenmcnaughton i'm just taking a look at this again, there are duplicate rows for this report also? Is this because its a contribution report and not a contact report?

Aug 10 2016, 10:18 PM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T142624: Added new Custom Field on Production .
Aug 10 2016, 7:39 PM · Fundraising Sprint Unbreaking Now, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T113904: Help setting up a Top Prospects report in Civi.

@Eileenmcnaughton thanks for the update. I'll test it out and let you know if there are any issues.

Aug 10 2016, 3:27 AM · Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Fundraising-Backlog

Aug 8 2016

RLewis created T142439: Added new Tag to Production Civi.
Aug 8 2016, 10:03 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T113904: Help setting up a Top Prospects report in Civi.

@Eileenmcnaughton and @DStrine thanks for the new prototype. Just a few things to add after chatting with Virtue last week:

Aug 8 2016, 7:32 PM · Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Fundraising-Backlog

Jul 28 2016

RLewis added a comment to T141489: Adding additional details to a current Custom Field - Benefactor Page Listing .

@Eileenmcnaughton and @DStrine thanks, this sounds like a great process.

Jul 28 2016, 9:09 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jul 27 2016

RLewis edited projects for T141489: Adding additional details to a current Custom Field - Benefactor Page Listing , added: Fundraising-Backlog; removed Fundraising-Backlog-Old.
Jul 27 2016, 10:14 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T141489: Adding additional details to a current Custom Field - Benefactor Page Listing .
Jul 27 2016, 10:12 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T128818: Pipeline Report.

@DStrine - Ah sorry I see the Next Step field on the actual Prospect tab but not in the Column options for the report.

Jul 27 2016, 6:11 PM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T113904: Help setting up a Top Prospects report in Civi.

@DStrine and @CaitVirtue all the field requested as present.

Jul 27 2016, 5:17 PM · Wikimedia-Fundraising-CiviCRM, Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Fundraising-Backlog
RLewis added a comment to T128818: Pipeline Report.

@Eileenmcnaughton that's a good point. We definitely need something to help us determine how to prioritize the list. I'm guessing %Likelihood is the field we'd use for this which is already included.

Jul 27 2016, 5:08 PM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jul 20 2016

RLewis added a comment to T139629: Gift Source and Financial Type for Endowment Gifts.

@Eileenmcnaughton yes, they're both on production

Jul 20 2016, 9:00 PM · Unplanned-Sprint-Work, Fundraising Sprint Muggle Baiting, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T139629: Gift Source and Financial Type for Endowment Gifts.

@Eileenmcnaughton awesome, thank you.

Jul 20 2016, 7:59 PM · Unplanned-Sprint-Work, Fundraising Sprint Muggle Baiting, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T139629: Gift Source and Financial Type for Endowment Gifts.

@Eileenmcnaughton just to clarify, can Leanne and I add the gift source and financial type on staging and then let you know?

Jul 20 2016, 4:16 PM · Unplanned-Sprint-Work, Fundraising Sprint Muggle Baiting, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 18 2016

RLewis added a comment to T88446: Make "Primary" address default address to export .

@DStrine I tested this by doing the following search:

Jul 18 2016, 6:33 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jul 14 2016

RLewis closed T140308: Can we make the Custom Field - Benefactor Page Listing default to Not Replied as Resolved.
Jul 14 2016, 3:45 AM · Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T140308: Can we make the Custom Field - Benefactor Page Listing default to Not Replied.

@Eileenmcnaughton thank you, I'll close this out now.

Jul 14 2016, 3:45 AM · Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T140308: Can we make the Custom Field - Benefactor Page Listing default to Not Replied.

@Eileenmcnaughton thanks. I did this and it looks as though it works. I wasn't sure whether we had to have FR-Tech make these kind of changes to ensure they were captured in the logs.

Jul 14 2016, 3:35 AM · Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jul 13 2016

RLewis created T140308: Can we make the Custom Field - Benefactor Page Listing default to Not Replied.
Jul 13 2016, 9:29 PM · Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jul 6 2016

RLewis closed T139494: Changing the name of custom field Anonymous to Benefactor Page Listing as Resolved.
Jul 6 2016, 6:11 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog-Old
RLewis created T139494: Changing the name of custom field Anonymous to Benefactor Page Listing.
Jul 6 2016, 6:10 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog-Old

Jun 14 2016

RLewis added a comment to T136889: Private space for Annual-Report-Private.

Thank you both for the explanation, this makes more sense now. I'll go ahead and create a task in S7 for adding the donor in question.

Jun 14 2016, 6:36 PM · Annual-Report, Project-Admins

Jun 13 2016

RLewis added a comment to T136889: Private space for Annual-Report-Private.

Hi @Aklapper and @Qgil

Jun 13 2016, 6:48 PM · Annual-Report, Project-Admins
RLewis reopened T136889: Private space for Annual-Report-Private as "Open".
Jun 13 2016, 6:46 PM · Annual-Report, Project-Admins
RLewis added a comment to T136889: Private space for Annual-Report-Private.

@Aklapper sorry I'm a little confused here as to what the next steps for Major Gifts are. Has the name been added to the Annual Report? And if not, do I add the name that we want added to the S7 space that was created?

Jun 13 2016, 5:34 PM · Annual-Report, Project-Admins
RLewis added a comment to T137568: Make summary fields in contact records more useful.

@Eileenmcnaughton this makes total sense and thanks for the explanation.

Jun 13 2016, 5:02 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T128818: Pipeline Report.

@Eileenmcnaughton, @CaitVirtue the fields added look ok and are what we requested. We don't however have a sense of what the output of the report would look like, is this the next step?

Jun 13 2016, 4:52 PM · Fundraising Sprint Pretending This Isn't Happening, Fundraising Sprint Octopus Untangling, Fundraising Sprint Nitpicking, Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jun 10 2016

RLewis added a comment to T137568: Make summary fields in contact records more useful.

@LeanneS this is something we can discuss in our check in next week as it might be something we can update ourselves by adding custom fields. Lets have a look at what we'd like to add/remove and update this task accordingly.

Jun 10 2016, 7:26 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 9 2016

RLewis added a comment to T137438: Two small edits to the template of the Main Contact Record Page.

@CaitVirtue this is some we can do ourselves, I've made the changes and added in the extra field. Take a look and let me know if you'd like me to change anything.

Jun 9 2016, 4:51 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 1 2016

RLewis added a watcher for Wikimedia-Fundraising-CiviCRM: RLewis.
Jun 1 2016, 9:01 PM

May 13 2016

RLewis added a comment to T90834: Have Civi export name data in UTF-8 format.

Hmm @CaitVirtue i'm not sure if this is a quick fix for when we next need to do international mailings/emails but I just opened the csv file from Civi with LibreOffice which gives you this screen

below. I selected OK and then copied the data from LibreOffice, pasted into Excel as Uni-code and saved it as an xlsx file and it seemed to save the special characters.

May 13 2016, 5:30 PM · good first bug, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T90834: Have Civi export name data in UTF-8 format.

I just tested this in Civi by searching for all donors from Sweden who donated $500 and over, then exported and opened the csv file in Excel and the special characters were still garbled. I can look into if there's a way in Excel to fix this and let you know what I find.

May 13 2016, 5:20 PM · good first bug, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 24 2015

RLewis added a comment to T101179: Amend rule for Engage team members.

@awight confirmed they can enter additional gift sources.

Jun 24 2015, 7:36 PM · Fr-tech-archived-from-FY-2014/15, Fundraising Sprint Miles Davis, Fundraising-Backlog-Old, Fundraising Sprint Lou Reed, Patch-For-Review, Wikimedia-Fundraising-CiviCRM

Jun 23 2015

RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

@awight yeah this is tricky one. The relationship field can be used to assign an employee to an organization and vice versa or to link two individuals together e.g. spouses, siblings, executor of a will etc. There isn't a pattern to linking, if we know a person is associated with a given organization we link them and there isn't a small list to pick from, it more based on knowledge we gain from communication with the donor.

Jun 23 2015, 3:11 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jun 22 2015

RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

@awight drop it from the Org template I think, leave it for the Individual import though as we do get instances where donors request to be addressed by either a Prefix or Suffix.

Jun 22 2015, 9:44 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

@awight yeah we don't overly use the Prefix and Suffix anyway, so good to drop I think.

Jun 22 2015, 9:38 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jun 20 2015

RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

I check the soft credit imported for the test contributions and it looks good to me.

Jun 20 2015, 2:08 AM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jun 15 2015

RLewis added a comment to T102551: "Do not"- preferences have not been imported correctly.

@awight sounds good. Let me know if there's anything I need to do my end with Engage.

Jun 15 2015, 9:39 PM · Wikimedia-Fundraising-CiviCRM, Wikimedia-Fundraising, Fundraising-Backlog-Old
RLewis added a comment to T102551: "Do not"- preferences have not been imported correctly.

@awight oh no, is there an easy fix for this for the already imported files? Or any suggestions going forward on what Engage should enter in these fields in the import file?

Jun 15 2015, 9:36 PM · Wikimedia-Fundraising-CiviCRM, Wikimedia-Fundraising, Fundraising-Backlog-Old

Jun 10 2015

RLewis added a comment to T101905: Add lschreibstein to fr-all mailing list.

@Dzahn I think we have a fr-all email address - fr-all@wikimedia.org can she not be added to that mailing list?

Jun 10 2015, 11:54 PM · Operations, fundraising-tech-ops
RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

@awight I can't download the file, there isn't an option for me to do this, I can view it and it looks like a text file. I

Jun 10 2015, 10:07 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jun 9 2015

RLewis added a comment to T101179: Amend rule for Engage team members.

@awight any update on this?

Jun 9 2015, 8:39 PM · Fr-tech-archived-from-FY-2014/15, Fundraising Sprint Miles Davis, Fundraising-Backlog-Old, Fundraising Sprint Lou Reed, Patch-For-Review, Wikimedia-Fundraising-CiviCRM
RLewis updated subscribers of T100853: Recent Engage Import - Contribution Type = Cash when it should be Engage.

@atgo checking on this.

Jun 9 2015, 8:38 PM · Fr-tech-archived-from-FY-2015/16, WorkType-Maintenance, Fundraising Sprint The Pogues, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

@awight I think you or someone in fr-tech initially set up the different templates for organizations and individuals so that they would be imported correctly under the correct contact types in Civi. Is this not the case? Attached is a file to show where we record the Name and Title in Civi.

.

Jun 9 2015, 4:42 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jun 4 2015

RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

Re-uploaded file.

Jun 4 2015, 7:16 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T101179: Amend rule for Engage team members.

@awight that's cool, just wanted to let Engage staff know.

Jun 4 2015, 6:42 PM · Fr-tech-archived-from-FY-2014/15, Fundraising Sprint Miles Davis, Fundraising-Backlog-Old, Fundraising Sprint Lou Reed, Patch-For-Review, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T101179: Amend rule for Engage team members.

@awight was this fixed? Can Engage staff now save Community Gifts?

Jun 4 2015, 6:36 PM · Fr-tech-archived-from-FY-2014/15, Fundraising Sprint Miles Davis, Fundraising-Backlog-Old, Fundraising Sprint Lou Reed, Patch-For-Review, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

@awight Yes short names are fine as long as they do soft credit the correct contact record in Civi. Since there are other records that might have fidelity in their name e.g. fidelity investments, fidelity brokerage services.

Jun 4 2015, 6:35 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM

Jun 3 2015

RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

Oh it send before I meant it to.

Jun 3 2015, 11:55 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T88836: Create an Civi import function for hand keyed (including DAF) donations.

@awight this looks great to me. I do actually enter Chapter Gifts by hand so its good to have this included.

Jun 3 2015, 11:54 PM · Fr-tech-archived-from-FY-2015/16, WorkType-NewFunctionality, Fundraising Sprint The Pogues, Fundraising Sprint ODB, Fundraising Sprint N*E*R*D, Fundraising Sprint Miles Davis, Fundraising Sprint Lou Reed, Patch-For-Review, Fundraising-Backlog-Old, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T101321: Spike: Clear up Contribution Type usage.

@awight ideally it would be good to track both these things if we can. For example, it would be good track in all instances who has modified a record in Civi as well as who has created the record. Is this possible?

Jun 3 2015, 10:40 PM · Spike, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM