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RLewis (Rosie )
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User Since
Jan 8 2015, 6:36 PM (330 w, 2 d)
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RLewis (WMF) [ Global Accounts ]

Recent Activity

Wed, May 5

RLewis added a comment to T272415: Error when searching Wikimedia Recipients SmartGroup in Civi.

@Eileenmcnaughton oh yikes the cleaning fairy again!! I have been using this smartgroup - Wikimedia in Review Recipients (Smart Group) which Leanne created but I'm guessing if the group 306 was deleted then this explains why contacts I expected to be included weren't there.

Wed, May 5, 9:36 AM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Thu, Apr 29

RLewis added a comment to T275445: Creating New Fidelity File Civi Import.

Thanks @Eileenmcnaughton that makes sense.

Thu, Apr 29, 10:43 AM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Fundraising Sprint Git Rebase Jump, Fundraising Sprint File Systems Stage Show, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T278892: New Org Contact Fields in Engage Import not Importing to Record.

@Eileenmcnaughton I think that seems right to me. I tend to do a lot of manual reviewing of donor records and documentation received with checks for these imports to relay back to MG officers and if I notice that we're overwriting a lot of data we really shouldn't be can we adjust the threshold at a later date if need be?

Thu, Apr 29, 10:42 AM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Wed, Apr 28

RLewis added a comment to T275445: Creating New Fidelity File Civi Import.

@MDemosWMF I think this is fine too, the Benevity one is separate fields. I'm not sure how the Bitcoin import works though, since the data in that import can be a little bit messy @LeanneS looping you in here too.

Wed, Apr 28, 6:46 PM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Fundraising Sprint Git Rebase Jump, Fundraising Sprint File Systems Stage Show, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T278892: New Org Contact Fields in Engage Import not Importing to Record.

@LeanneS and @MDemosWMF yes that would be a good threshold I think. I do tend to do a bit of reviewing for the $5k and over gifts that come in via Engage anyway but the $25k threshold sounds good.

Wed, Apr 28, 10:32 AM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Tue, Apr 27

RLewis added a comment to T278892: New Org Contact Fields in Engage Import not Importing to Record.

@MDemosWMF I think overwriting old data is fine as want the most recent Org Contact detail as agreed that's how we will get the most recent contact information.

Tue, Apr 27, 9:14 PM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T278892: New Org Contact Fields in Engage Import not Importing to Record.

@Eileenmcnaughton and @MDemosWMF thanks both just jumping in here, we do actually use the Org Contact Field for mailings, especially for the Year End Appeal and Annual Report Mailings for our Organizations where we the data in these fields and also for correspondence with a Foundation or other Organization. This was one of the main reasons for adding the fields in. As we often lost this information that was sent in letters with the checks included on the import.

Tue, Apr 27, 7:46 PM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T281268: Benefactor Page Listing Custom field.
Tue, Apr 27, 2:15 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Wed, Apr 21

RLewis added a comment to T272415: Error when searching Wikimedia Recipients SmartGroup in Civi.

@Eileenmcnaughton and @DStrine pinging on this phab task as I pulled the contacts for this smartgroup for an upcoming WiR email send and I noticed that the smartgroup didn't seem to be working correctly as recent donors who had donated $250 recently were not included in the search results for this smartgroup. I ended up having to manually add a few thousand contacts that hadn't been automatically added to the smartgroup. Is there any way to check on the criteria for this to see if its working well? And also it was extremely slow to return the search results again this time and did timeout a few times.

Wed, Apr 21, 7:07 PM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Thu, Apr 15

RLewis added a comment to T280047: Stock TY email in Civi - double send/different templates.

@DStrine and @MDemosWMF just a heads up that I tested this out for Donor Advised Funds. If you hand enter a contribution and check the "send receipt" box it will trigger a tax receipt email and also a donor advised thank you acknowledgement email (no tax info) if there is an email on the contact record. Therefore, we don't need to do this when hand entering donor advised funds, we just need to ensure that the No thank you reason field is blank when entering a gift and this will trigger the appropriate thank you email. Does this make sense? @MDemosWMF you can test this with the stock thank you email to double check but I think this is what is happening and explains why you received a double thank you email.

Thu, Apr 15, 9:41 AM · Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 7 2021

RLewis added a comment to T275445: Creating New Fidelity File Civi Import.

@MDemosWMF - that's fine, thanks for letting me know.

Apr 7 2021, 12:42 PM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Fundraising Sprint Git Rebase Jump, Fundraising Sprint File Systems Stage Show, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 31 2021

RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton FYI I imported a Benevity file this am and reported no error issues. I'll have another larger file to import next week and i'll add to this ticket if there's any issues.

Mar 31 2021, 12:04 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T278901: Remove code handling for Arizona Lockbox & Merkle.

@DStrine Arizona Lockbox and Merkle were the previous check processing companies, I think we stopped using them in 2015.

Mar 31 2021, 11:03 AM · Fr-drupal-upgrade-2021, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Mar 24 2021

RLewis added a comment to T276592: Key Relationships not showing for a record that has a relationship.

@Eileenmcnaughton got it, thanks

Mar 24 2021, 10:37 AM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 23 2021

RLewis added a comment to T276591: Endowment import specific request for finance reconciliation .

@Eileenmcnaughton no we're good with the new Gift Source fields I added in. Thanks.

Mar 23 2021, 10:14 AM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 22 2021

RLewis added a comment to T276592: Key Relationships not showing for a record that has a relationship.

@Eileenmcnaughton yes thank you. If we have more Key Relationships we noticed aren't showing on the Key Relationship on the summary page, shall we create a new phab task?

Mar 22 2021, 7:46 PM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 11 2021

RLewis added a comment to T276591: Endowment import specific request for finance reconciliation .

@Eileenmcnaughton thanks I can see the fields on my end now too.

Mar 11 2021, 10:29 AM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 10 2021

RLewis added a comment to T276591: Endowment import specific request for finance reconciliation .

@Eileenmcnaughton I added the fields but they aren't showing in the drop down option when I search under Gift Source in Civi.

Mar 10 2021, 11:30 AM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T276591: Endowment import specific request for finance reconciliation .

@DStrine we're going to go with adding two new gift sources in Civi - Retirement Gift - Endowment Specified and Realized PG Gift - Endowment Specified - these will ensure that those gifts where the Endowment is mentioned on the check/supporting documentation will have this gift source. I will add these .

Mar 10 2021, 11:24 AM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton thanks so much for your clear response here. I will definitely try importing during my morning next time we get a large file and see if the issue is replicated. Also our internet here is absolutely awful, would that have any impact at all when I try to import versus you importing?

Mar 10 2021, 10:43 AM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 5 2021

RLewis created T276592: Key Relationships not showing for a record that has a relationship.
Mar 5 2021, 4:48 PM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T276591: Endowment import specific request for finance reconciliation .
Mar 5 2021, 4:45 PM · Fundraising Sprint File Systems Stage Show, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 4 2021

RLewis added a comment to T276083: Updating multiple contribution - increase limit.

@Eileenmcnaughton this is great I just amended the search criteria for the $500 to $4,999 donor group and 439 were updated in one go. This is such a time saving activity for me, thanks.

Mar 4 2021, 12:04 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 3 2021

RLewis added a comment to T276083: Updating multiple contribution - increase limit.

@Eileenmcnaughton can we take a look at how to do this in the next Civi fortnightly, I tried to replicate this for donor advised funds, $5000 and over since 01/01/2021 with thank you date = Null and didn't get any results?

Mar 3 2021, 11:27 AM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton I got a new file now but I'm waiting for confirmation from finance on the date it was received. Once I have the date I'll schedule a hangout.

Mar 3 2021, 10:00 AM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 1 2021

RLewis created T276083: Updating multiple contribution - increase limit.
Mar 1 2021, 12:53 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 24 2021

RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton I went back and reimported the large files with the $680k worth of gifts and everything was imported so I think we're all set. But I'd like some tips on what I did wrong and how I can avoid these issues going forward.

Feb 24 2021, 1:15 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton unfortunately not, these 20 were Orgs not already in Civi, so I created the new contacts and reimported. We're up to $691k for February 2021, but I had previously imported the international benevity files on 02/11/2021 and everything for the month should total around $760k. I've gone back and reimported all the international currency files to double check I haven't missed anything and I hadn't missed anything with these files.

Feb 24 2021, 11:40 AM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 23 2021

RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton it's now up to $671k but I'm unsure of what is missing.

Feb 23 2021, 2:24 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton I'm not convinced that everything is imported though as the total for Feb in Civi is $623k but the wire amount and the file amount was $680k?

Feb 23 2021, 12:38 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

- this is the import screen I had when it completed the import.

Feb 23 2021, 11:58 AM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 22 2021

RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton did you need anything else from me to help with this issue? Can I try and reimport?

Feb 22 2021, 11:52 AM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 21 2021

RLewis added a comment to T273011: Changes to the Engage weekly import template.

@Eileenmcnaughton I tested it and it works. Thanks again.

Feb 21 2021, 2:27 PM · Fundraising Sprint Downed power line jump rope, Fundraising Sprint Corrugated super slide, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 11 2021

RLewis added a comment to T273011: Changes to the Engage weekly import template.

@Eileenmcnaughton thanks so much I will let Melanie know. This is really helpful.

Feb 11 2021, 9:31 PM · Fundraising Sprint Downed power line jump rope, Fundraising Sprint Corrugated super slide, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton - here's the file path, there are three files:

Feb 11 2021, 9:28 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

For the 2381 Ignored rows logged to file. - the message for all the rows in this file was IMPORT_CONTRIB Error limit reached

Feb 11 2021, 8:49 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

I can see this as the error message Import aborted due to 10 consecutive errors, last error was at row 1471: Duplicate error - existing contribution record(s) have a matching Transaction ID or Invoice ID. Contribution record ID(s) are: 57827712.

Feb 11 2021, 8:39 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton I've just tried to upload a file for Benevity with 7000 row, totaling $680k worth of gifts and got this error message:

Feb 11 2021, 3:27 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T274525: Trouble saving relationships in Civi.

Actually it says the relationship hasn't saved when it has.

Feb 11 2021, 1:26 PM · Wikimedia-Fundraising-CiviCRM
RLewis created T274525: Trouble saving relationships in Civi.
Feb 11 2021, 1:23 PM · Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T273011: Changes to the Engage weekly import template.

@Eileenmcnaughton good point about over writing good data. Will the data only add to new organizations that aren't already in Civi? That is good, it reduces the risk of over writing good data we already have in Civi.

Feb 11 2021, 11:48 AM · Fundraising Sprint Downed power line jump rope, Fundraising Sprint Corrugated super slide, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 2 2021

RLewis added a comment to T273011: Changes to the Engage weekly import template.

Hi @Eileenmcnaughton see the attached screenshot

Feb 2 2021, 8:21 AM · Fundraising Sprint Downed power line jump rope, Fundraising Sprint Corrugated super slide, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jan 26 2021

RLewis created T273011: Changes to the Engage weekly import template.
Jan 26 2021, 9:40 PM · Fundraising Sprint Downed power line jump rope, Fundraising Sprint Corrugated super slide, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jan 20 2021

RLewis added a comment to T272415: Error when searching Wikimedia Recipients SmartGroup in Civi.

I've managed to obtain search results now when searching this smartgroup but exporting the contacts into a list is extremely slow. I think the contacts in this smartgroup are only going to increase over time, will the increase in contacts to this group slow things down?

Jan 20 2021, 9:09 PM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jan 19 2021

RLewis created T272415: Error when searching Wikimedia Recipients SmartGroup in Civi.
Jan 19 2021, 8:36 PM · Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jan 14 2021

RLewis added a comment to T271416: Benevity Import Error.

@Eileenmcnaughton thanks for the heads up haha added the correct image now.

Jan 14 2021, 9:58 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis updated the task description for T271416: Benevity Import Error.
Jan 14 2021, 9:55 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jan 7 2021

RLewis created T271416: Benevity Import Error.
Jan 7 2021, 12:28 PM · Fundraising Sprint File Systems Stage Show, Fundraising Sprint Esperantoland, Fundraising Sprint Downed power line jump rope, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Dec 29 2020

RLewis added a comment to T270684: Determine if wmf_reports is used by anyone & possibly remove.

@Eileenmcnaughton and @NNichols I checked with Caitlin Virtue and she said the only way she would use this if there was a dashlet for it, @NNichols do you know if there is? If there isn't then I think we're good to shut down.

Dec 29 2020, 10:14 AM · Patch-For-Review, Fundraising Sprint Git Rebase Jump, Fundraising Sprint Airline Passenger Experience, Fundraising Sprint Zeitgeistbusters, Fr-drupal-upgrade-2021, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Dec 22 2020

RLewis added a comment to T270684: Determine if wmf_reports is used by anyone & possibly remove.

@Eileenmcnaughton checking with Virtue too as I know she used to use these LYBUNT reports also.

Dec 22 2020, 8:16 AM · Patch-For-Review, Fundraising Sprint Git Rebase Jump, Fundraising Sprint Airline Passenger Experience, Fundraising Sprint Zeitgeistbusters, Fr-drupal-upgrade-2021, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Nov 30 2020

RLewis added a comment to T268793: Run away queries ->fail mail.

@Eileenmcnaughton sorry Eileen I was looking to find the names of our DAFs to provide a guide to Melanie and Engage staff and was looking under Soft Credits since we soft credit the financial institution from which we receive the DAF.

Nov 30 2020, 9:32 PM · Fundraising Sprint Xtreme Lolcats, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Oct 28 2020

RLewis added a comment to T265369: New engage endowment import.

@Eileenmcnaughton confirming this works, yay! Thanks so much, this helps out a lot.

Oct 28 2020, 1:24 PM · Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T253257: endowment donor did not get TY email..

@Eileenmcnaughton great, thanks so much for looking into this and deploying the fix.

Oct 28 2020, 9:37 AM · Fundraising Sprint Vagranty McVagrantface, FR-Q2-FY2020-21-cleanup-list, Fundraising-Backlog

Oct 27 2020

RLewis added a comment to T265369: New engage endowment import.

@Eileenmcnaughton oh sorry, I'll change the financial type manually, we'll get another file next week :-)

Oct 27 2020, 9:32 AM · Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 26 2020

RLewis added a comment to T265369: New engage endowment import.

@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 26 2020, 9:25 PM · Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 22 2020

RLewis added a comment to T265369: New engage endowment import.

@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 22 2020, 9:08 AM · Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 21 2020

RLewis added a comment to T265369: New engage endowment import.

@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 21 2020, 6:53 PM · Fundraising Sprint Vagranty McVagrantface, Fundraising Sprint Upbeat Upholstery, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 20 2020

RLewis added a comment to T253257: endowment donor did not get TY email..

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 20 2020, 1:57 PM · Fundraising Sprint Vagranty McVagrantface, FR-Q2-FY2020-21-cleanup-list, Fundraising-Backlog

Oct 16 2020

RLewis added a comment to T264051: Fundraising access request for Sheyna Daniels Major Gifts.

@EYener thanks Erin, this makes sense. I'll add that to our on-boarding documentation.

Oct 16 2020, 9:09 AM · fundraising-tech-ops

Oct 6 2020

RLewis added a comment to T263744: Error message when importing a Benevity file.

@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 6 2020, 9:15 AM · fundraising sprint Theme songs for programming languages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 5 2020

RLewis closed T264601: Issues editing Contact Summary Field in Civi as Resolved.
Oct 5 2020, 3:25 PM · Wikimedia-Fundraising-CiviCRM
RLewis created T264601: Issues editing Contact Summary Field in Civi.
Oct 5 2020, 11:40 AM · Wikimedia-Fundraising-CiviCRM

Oct 1 2020

RLewis added a comment to T263744: Error message when importing a Benevity file.

@Eileenmcnaughton oh yikes, what can we do here? Is there anything I can do on my end before the file is imported?

Oct 1 2020, 3:13 PM · fundraising sprint Theme songs for programming languages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 29 2020

RLewis updated subscribers of T264051: Fundraising access request for Sheyna Daniels Major Gifts.

@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 29 2020, 8:23 AM · fundraising-tech-ops

Sep 28 2020

RLewis created T264051: Fundraising access request for Sheyna Daniels Major Gifts.
Sep 28 2020, 9:01 PM · fundraising-tech-ops

Sep 24 2020

RLewis reopened T263744: Error message when importing a Benevity file as "Open".
Sep 24 2020, 1:04 PM · fundraising sprint Theme songs for programming languages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis closed T263744: Error message when importing a Benevity file as Resolved.
Sep 24 2020, 12:45 PM · fundraising sprint Theme songs for programming languages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T263744: Error message when importing a Benevity file.
Sep 24 2020, 12:38 PM · fundraising sprint Theme songs for programming languages, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 15 2020

RLewis added a comment to T256912: Engage Weekly Import not importing due to error message with Direct Mail Appeal - White Mail.

@Eileenmcnaughton this seemed to work this week. Very odd as it hasn't been but thanks for following up.

Sep 15 2020, 9:44 AM · Fundraising Sprint Raw data never hurt anyone, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Aug 24 2020

RLewis added a comment to T258984: Filtering Fund-to-Fund Transfer gift source out of reporting/search.

@LeanneS yep this works, thanks.

Aug 24 2020, 11:14 AM · Fundraising Sprint Pseudopretzels, FR-Q2-FY2020-21-cleanup-list, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 20 2020

RLewis added a comment to T260921: Civi dedupe: multiple errors after 8/19 upgrade.

Thanks @MBeat33 for creating this task. I was about to create a task about this.

Aug 20 2020, 7:30 PM · Patch-For-Review, fundraising Sprint Quackery limited to ducks, FR-Civi-Dedupe, Fundraising-Backlog, fr-donorservices

Aug 14 2020

RLewis updated subscribers of T256912: Engage Weekly Import not importing due to error message with Direct Mail Appeal - White Mail.

@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.

Aug 14 2020, 10:32 AM · Fundraising Sprint Raw data never hurt anyone, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jul 27 2020

RLewis added a comment to T258928: Clean up check donor duplicates in CIvi.

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 27 2020, 10:14 AM · FR-Q2-FY2020-21-cleanup-list, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added projects to T258928: Clean up check donor duplicates in CIvi: Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog.
Jul 27 2020, 10:03 AM · FR-Q2-FY2020-21-cleanup-list, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T258928: Clean up check donor duplicates in CIvi.
Jul 27 2020, 9:56 AM · FR-Q2-FY2020-21-cleanup-list, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T258926: Adding the batch number for all Financial Types.
Jul 27 2020, 9:52 AM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jul 1 2020

RLewis created T256912: Engage Weekly Import not importing due to error message with Direct Mail Appeal - White Mail.
Jul 1 2020, 7:21 PM · Fundraising Sprint Raw data never hurt anyone, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jun 15 2020

RLewis reopened T237564: Special Characters do not export well from civi as "Open".

@Eileenmcnaughton just opening up this task again, Leanne recently checked this and special characters are still showing up funny in exports.

Jun 15 2020, 9:16 PM · Fundraising Sprint YAMLton, the Musical, Fundraising Sprint X-rays, Fundraising Sprint A Wrinkle in Timezones, Fundraising-Backlog

Jun 8 2020

RLewis created T254751: Major Gifts Events Related - Importing Activities at the same time when new importing contacts .
Jun 8 2020, 1:46 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 21 2020

RLewis created T253293: Updating multiple contribution in Civi - can we increase the limit? .
May 21 2020, 8:40 AM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 15 2020

RLewis closed T95487: Make JP Morgan Import a bit more robust as Resolved.

Yep we have an import, closing the task.

May 15 2020, 12:15 PM · Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 28 2020

RLewis added a comment to T232632: fundraising access request for Rosie Lewis.

Public yubikey details:
Your Yubikey Public ID is: ccccccrdrdcj

Apr 28 2020, 12:53 PM · Fundraising-Backlog, fundraising-tech-ops
RLewis added a comment to T232632: fundraising access request for Rosie Lewis.

@Dwisehaupt here's what I could see on the terminal after following the steps:

Apr 28 2020, 12:50 PM · Fundraising-Backlog, fundraising-tech-ops
RLewis added a comment to T232632: fundraising access request for Rosie Lewis.

@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.

Apr 28 2020, 12:44 PM · Fundraising-Backlog, fundraising-tech-ops

Mar 23 2020

RLewis added a comment to T246889: Benevity Import error message received .

@Eileenmcnaughton thanks so much

Mar 23 2020, 9:35 AM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 20 2020

RLewis added a comment to T246889: Benevity Import error message received .

@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 20 2020, 11:50 AM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 12 2020

RLewis created T247508: Endowment related Dashlet in Civi.
Mar 12 2020, 1:01 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 4 2020

RLewis created T246889: Benevity Import error message received .
Mar 4 2020, 12:28 PM · Fundraising Sprint Fish Fight Frogs for Free French-Fry Frappées, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 27 2020

RLewis added a comment to T232632: fundraising access request for Rosie Lewis.

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.

Feb 27 2020, 8:47 PM · Fundraising-Backlog, fundraising-tech-ops

Dec 16 2019

RLewis added a comment to T239954: Benevity to change the reports we receive for Benevity import.

@Ejegg whoop thanks so much for getting this fixed so quickly, we really appreciate it.

Dec 16 2019, 11:37 PM · Fundraising Sprint YAMLton, the Musical, Wikimedia-Fundraising-CiviCRM

Dec 5 2019

RLewis created T239954: Benevity to change the reports we receive for Benevity import.
Dec 5 2019, 9:51 PM · Fundraising Sprint YAMLton, the Musical, Wikimedia-Fundraising-CiviCRM

Dec 4 2019

RLewis created T239845: New Gift Source = Alternative Gifts created.
Dec 4 2019, 5:30 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Dec 3 2019

RLewis created T239745: Thank you letter not showing in the Activity field for Endowment Donation .
Dec 3 2019, 7:27 PM · FR-Q2-FY2020-21-cleanup-list, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Nov 27 2019

RLewis added a comment to T238876: Old donation with new Endowment appeal.

@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 27 2019, 10:40 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising-Backlog

Nov 26 2019

RLewis added a comment to T238783: Citibank Import for International donations is not working.

@Eileenmcnaughton thanks Eileen

Nov 26 2019, 11:41 PM · Fundraising Sprint X-rays, Fundraising-Backlog, Fundraising Sprint A Wrinkle in Timezones, Unplanned-Sprint-Work, Wikimedia-Fundraising-CiviCRM
RLewis triaged T238783: Citibank Import for International donations is not working as High priority.
Nov 26 2019, 5:46 PM · Fundraising Sprint X-rays, Fundraising-Backlog, Fundraising Sprint A Wrinkle in Timezones, Unplanned-Sprint-Work, Wikimedia-Fundraising-CiviCRM

Nov 22 2019

RLewis added a comment to T238876: Old donation with new Endowment appeal.

@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 22 2019, 6:08 PM · Fundraising Sprint A Wrinkle in Timezones, Fundraising-Backlog

Nov 20 2019

RLewis created T238783: Citibank Import for International donations is not working.
Nov 20 2019, 7:31 PM · Fundraising Sprint X-rays, Fundraising-Backlog, Fundraising Sprint A Wrinkle in Timezones, Unplanned-Sprint-Work, Wikimedia-Fundraising-CiviCRM

Nov 5 2019

RLewis added a comment to T236977: Audit & support for benevity import.

@Eileenmcnaughton just adding in another issue i've encountered when importing a benevity file for the EUR currency file.

Nov 5 2019, 5:08 AM · Fundraising Sprint YAMLton, the Musical, Fundraising Sprint X-rays, Fundraising Sprint A Wrinkle in Timezones, Fundraising Sprint Visual Basic Instinct, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T237341: Audit the totals for Benevity import .
Nov 5 2019, 12:46 AM · Wikimedia-Fundraising-CiviCRM