Wed, Oct 28
@Eileenmcnaughton confirming this works, yay! Thanks so much, this helps out a lot.
@Eileenmcnaughton great, thanks so much for looking into this and deploying the fix.
Tue, Oct 27
@Eileenmcnaughton oh sorry, I'll change the financial type manually, we'll get another file next week :-)
Mon, Oct 26
@Eileenmcnaughton I just imported the most recent Endowment weekly file, Contribution Type in the file was Endowment Gift. The file imported but when I checked the gifts in Civi, the Contribution Type was Engage.
Oct 22 2020
@Eileenmcnaughton sorry for the confusion here. Engage had entered the Endowment gifts on the regular weekly import when they should have been on the Endowment specific import and so Melanie imported the file without me realizing they were on there. I then went in to update the financial type from Engage to Endowment Gift manually to ensure they didn't get mixed up with the regular checks. I should have a new file next week to import.
Oct 21 2020
@Eileenmcnaughton I just tried to import the file and it looks as though somebody else already imported this file and it worked, I received a message
Oct 20 2020
Just adding to this task, I'm reviewing some of the Endowment contributions coming in, in response to the Endowment Annual Appeal Email 1 send and I've noticed that the automatic Thank You Email is not reflected in the Activity section of their record like it does for non Endowment contributions, here are some CIDs:
Oct 16 2020
@EYener thanks Erin, this makes sense. I'll add that to our on-boarding documentation.
Oct 6 2020
@Eileenmcnaughton there are individual imports for a specific currency, PLN seems to be a new currency in which we've received matching gifts via Benevity. They would have all been imported.
Oct 5 2020
Oct 1 2020
@Eileenmcnaughton oh yikes, what can we do here? Is there anything I can do on my end before the file is imported?
Sep 29 2020
@Dwisehaupt I've emailed Lisa for approval and cc'd you on the email and i've added Sheyna's details to the Contact List on Collab.
Sep 28 2020
Sep 24 2020
Sep 15 2020
@Eileenmcnaughton this seemed to work this week. Very odd as it hasn't been but thanks for following up.
Aug 24 2020
@LeanneS yep this works, thanks.
Aug 20 2020
Thanks @MBeat33 for creating this task. I was about to create a task about this.
Aug 14 2020
@Eileenmcnaughton are you able to take a look at this please. This is still happening and I'm receiving an error message for different Direct Mail Appeal options too.
Jul 27 2020
Historically before the automatic dedupe was created, there was a large number of dupes for our check donors. There is still a large number of duplicates, I've created a group in. Civi called Check Donors Since 2011 which has 93336 contacts in it and it has around 45k dupes on the name and address rule.
Jul 1 2020
Jun 15 2020
@Eileenmcnaughton just opening up this task again, Leanne recently checked this and special characters are still showing up funny in exports.
Jun 8 2020
May 21 2020
May 15 2020
Yep we have an import, closing the task.
Apr 28 2020
Public yubikey details:
Your Yubikey Public ID is: ccccccrdrdcj
@Dwisehaupt here's what I could see on the terminal after following the steps:
@Dwisehaupt so sorry for the delay on getting back to you on this. I do need access to this after all. I'll attempt to start the process above and reach out if I have any issues.
Mar 23 2020
@Eileenmcnaughton thanks so much
Mar 20 2020
@Eileenmcnaughton thanks for sharing this information. Can you share the row numbers for these contacts? I've searched the file and can't seem to locate these three contacts and want to make sure I'm adding the correct emails to the DB and deduping the correct contacts.
Mar 12 2020
Mar 4 2020
Feb 27 2020
I feel like I never set this up, so sorry. I've recently received a new
laptop with a new yubikey. Let me check in with Caitin Virtue to see if I
should still get access going forward and I'll let you know.
Dec 16 2019
@Ejegg whoop thanks so much for getting this fixed so quickly, we really appreciate it.
Dec 5 2019
Dec 4 2019
Dec 3 2019
Nov 27 2019
@Ejegg I do use the import function to import our Engage files, Benevity files, Citibank donations etc. Is that what you mean? I don't regularly use the Import contributions function via Civi though
Nov 26 2019
@Eileenmcnaughton thanks Eileen
Nov 22 2019
@Ejegg could this be a bug? I have no idea why I would have edited this record or changed the direct appeal for this contact. I've looked in the change log for this contact in Civi and the last change I can see is 08/29/2019 where he's been added to the TargetSmart group.
Nov 20 2019
Nov 5 2019
@Eileenmcnaughton just adding in another issue i've encountered when importing a benevity file for the EUR currency file.
Oct 31 2019
Update from Engage. Batch data entry is going well, no issues to report.
Oct 30 2019
@Eileenmcnaughton thanks for the info on this. I'll check in with Engage today to see if they have any issues and let you know if they do.
Oct 22 2019
@Cstone yes they are entered manually either by Leanne for those that are $5k and over or Engage staff, they have started using the batch data entry to help efficiency for this process.
Oct 21 2019
Oct 15 2019
@Eileenmcnaughton thank you so much for getting this imported for us.
Oct 10 2019
@DStrine thanks, let me know if you need anything else from me. I think Leanne is looking to reconcile September's figures within the next day or two so sorry it might be needed to be rushed.
Oct 1 2019
Sep 9 2019
Sep 2 2019
Aug 27 2019
Aug 6 2019
Jul 30 2019
@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 16 2019
Jun 25 2019
May 8 2019
@cwdent yep that did the trick, thanks for the help.
@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 7 2019
Apr 25 2019
Sep 20 2018
@cwdent - thanks I'm in Civi!
see Lisa's approval
Sep 17 2018
May 17 2017
May 8 2017
Apr 17 2017
@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.
Mar 2 2017
@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 1 2017
Thanks @Eileenmcnaughton this is great!
Feb 22 2017
Feb 14 2017
Dec 12 2016
@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.
Nov 14 2016
@Eileenmcnaughton did you see Fundraising Mailing 2016 for the direct mail appeal?
@Eileenmcnaughton I noticed MGAnnual_2016 order number 174 in the direct mail appeal list is still showing up
@Eileenmcnaughton it's still showing as MGAnnual_2016.
It's still the MGAnnual_2016
@Eileenmcnaughton can I go ahead and test it to see if it works?
Nov 10 2016
@Eileenmcnaughton update from Engage, is all is working fine now. Thanks for fixing this so quickly
Nov 9 2016
@Eileenmcnaughton I just spot checked the most recent donation for this contact -
2117481 and it looks like its all good, thank you.
@Eileenmcnaughton Leanne is out of the office. I will get them to retest and let you know.
Oct 27 2016
@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?
@Eileenmcnaughton yep they've dropped off. Thank you.
Oct 12 2016
Thanks for deploying this, such great news. It also worked instantly for me.