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RLewis (Rosie )
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User Details

User Since
Jan 8 2015, 6:36 PM (390 w, 2 d)
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MediaWiki User
RLewis (WMF) [ Global Accounts ]

Recent Activity

Wed, Jun 8

RLewis added a comment to T310088: Error message when accessing Searchkit in Civi.

@Cstone thanks, confirming this error is fixed.

Wed, Jun 8, 12:22 PM · Fundraising Sprint Kermit hopping principle, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis updated subscribers of T306556: Automatic thank you email from Civi for Organization Contact Types .

@Dwisehaupt and @Eileenmcnaughton I wasn't sure who to bump this up to, but we're looking to automate more of the thank you letters we send in major gifts and since we have a lot of organizations that make large gifts, this needs to be fixed before we can do that. Is this an easy fix in the donor thank you template?

Wed, Jun 8, 9:51 AM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Tue, Jun 7

RLewis created T310088: Error message when accessing Searchkit in Civi.
Tue, Jun 7, 4:28 PM · Fundraising Sprint Kermit hopping principle, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 30 2022

RLewis created T309503: Added in Assistant Email for Individual Records in Civi .
May 30 2022, 9:36 AM · Patch-For-Review, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 11 2022

RLewis created T308181: Email Greeting Field in Civi - blank for some donors .
May 11 2022, 7:38 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 10 2022

RLewis added a comment to T305483: Importing the Email Greeting field from Civi to Acoustic.

Thank you so much for the update and work on this @KHaggard and @Eileenmcnaughton

May 10 2022, 7:29 PM · Fundraising Sprint High velocity swallows, fundraising sprint Genealogical theory of relativity, Wikimedia-Fundraising-CiviCRM, FR-Email, Fundraising-Backlog

Apr 20 2022

RLewis added a comment to T306556: Automatic thank you email from Civi for Organization Contact Types .

I think we assumed the email_greeting was the field used for the salutation in the automatic email? That would likely be our preference but if not I think "Dear Friends of Organization Name" would be preferred?

Apr 20 2022, 6:50 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T306556: Automatic thank you email from Civi for Organization Contact Types .
Apr 20 2022, 6:39 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T286225: Remove unused imports / handling.

@JSimmons - can you take a look at the imports Eileen has mentioned for Jerry as I think they might all be event related?

Apr 20 2022, 1:36 PM · Fundraising Sprint High velocity swallows, Patch-For-Review, fundraising sprint Genealogical theory of relativity, Fr-drupal-upgrade-2021, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis updated subscribers of T286225: Remove unused imports / handling.
Apr 20 2022, 1:35 PM · Fundraising Sprint High velocity swallows, Patch-For-Review, fundraising sprint Genealogical theory of relativity, Fr-drupal-upgrade-2021, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 5 2022

RLewis created T305486: Adding a new field to the Endowment Benefactor Page listing .
Apr 5 2022, 3:42 PM · fundraising sprint Genealogical theory of relativity, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T305485: Added new fields to the Benefactor Page Listing section in Civi .
Apr 5 2022, 3:38 PM · fundraising sprint Genealogical theory of relativity, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T305483: Importing the Email Greeting field from Civi to Acoustic.

Thanks David and yes @KHaggard is looped in on the task and the request.

Apr 5 2022, 3:35 PM · Fundraising Sprint High velocity swallows, fundraising sprint Genealogical theory of relativity, Wikimedia-Fundraising-CiviCRM, FR-Email, Fundraising-Backlog
RLewis created T305483: Importing the Email Greeting field from Civi to Acoustic.
Apr 5 2022, 3:18 PM · Fundraising Sprint High velocity swallows, fundraising sprint Genealogical theory of relativity, Wikimedia-Fundraising-CiviCRM, FR-Email, Fundraising-Backlog

Apr 4 2022

RLewis added a comment to T305089: Brief Civi Deadlock 3/30/22.

@Eileenmcnaughton - thanks that's good to know and will do.

Apr 4 2022, 9:39 AM · Fundraising Sprint Fibonachos, Fundraising-Backlog

Mar 31 2022

RLewis added a comment to T305089: Brief Civi Deadlock 3/30/22.

@Eileenmcnaughton - I using an export mapping that was already saved but added a few additional fields from the prospect tab, unless I somehow selected all fields but that wasn't my intention.

Mar 31 2022, 9:58 AM · Fundraising Sprint Fibonachos, Fundraising-Backlog

Mar 14 2022

RLewis closed T239745: Thank you letter not showing in the Activity field for Endowment Donation as Declined.
Mar 14 2022, 11:41 AM · FR-Q2-FY2020-21-cleanup-list, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T301982: Request to make $1k donation bot for END gifts only .

@Ejegg thank you so much, I tested this and it works. I was getting myself confused on how to select the whole list and then unselect Endowment, so thank you for the tip.

Mar 14 2022, 11:37 AM · Fundraising Sprint Discworld reformatted as ntfs, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 11 2022

RLewis added a comment to T301982: Request to make $1k donation bot for END gifts only .

@Ejegg thanks, I think it would work but I'm having trouble trying to the Endowment financial type. I can select a bunch of different financial types but then I can't seem to exclude the Endowment financial type. Ideally I'd to have all other financial types excluding and have Endowment as the only one.

Mar 11 2022, 1:32 PM · Fundraising Sprint Discworld reformatted as ntfs, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Mar 8 2022

RLewis created T303275: Added a new Gift Source - Retirement Fund - Annual Fund Specified.
Mar 8 2022, 3:06 PM · Fundraising Sprint e^🥧👀=yum, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 17 2022

RLewis added a comment to T301982: Request to make $1k donation bot for END gifts only .

thanks @Ejegg when I tried to add in a new threshold level and save the configuration i then get this message

Feb 17 2022, 3:31 PM · Fundraising Sprint Discworld reformatted as ntfs, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T301982: Request to make $1k donation bot for END gifts only .
Feb 17 2022, 1:06 PM · Fundraising Sprint Discworld reformatted as ntfs, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Feb 2 2022

RLewis updated subscribers of T300732: Can't view the stock information for stock gifts.
Feb 2 2022, 12:55 PM · Fundraising Sprint Cheese String Theory, fundraising Sprint Black Hole Fillings, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis created T300732: Can't view the stock information for stock gifts.
Feb 2 2022, 12:54 PM · Fundraising Sprint Cheese String Theory, fundraising Sprint Black Hole Fillings, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Oct 5 2021

RLewis added a comment to T289478: Campaign Notification list.

@Eileenmcnaughton thanks so much that worked!

Oct 5 2021, 10:28 AM · fundraising sprint Screaming Goats Yelling Zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Oct 4 2021

RLewis added a comment to T289478: Campaign Notification list.

@Eileenmcnaughton sorry to bump this again.

Oct 4 2021, 1:33 PM · fundraising sprint Screaming Goats Yelling Zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 27 2021

RLewis created T291847: Creating shortened URL for Major Gifts Annual Appeal 2021 .
Sep 27 2021, 3:17 PM · fundraising-tech-ops

Sep 21 2021

RLewis added a comment to T289478: Campaign Notification list.

@Eileenmcnaughton is this working now or is it due to go into a sprint? The reason I ask is because we usually setup a donation email bot for when the major gifts annual appeal goes out in October and it would be great to have this for that if possible.

Sep 21 2021, 2:32 PM · fundraising sprint Screaming Goats Yelling Zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Sep 2 2021

RLewis triaged T290265: Email templates in Civi not working properly as Unbreak Now! priority.
Sep 2 2021, 4:12 PM · Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM, fundraising sprint Quantum Leapfrog

Aug 25 2021

RLewis updated the task description for T289696: Error message on Civi records .
Aug 25 2021, 3:53 PM · fundraising sprint Quantum Leapfrog, fundraising sprint Parallel processing roller coaster, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T289696: Error message on Civi records .
Aug 25 2021, 3:52 PM · fundraising sprint Quantum Leapfrog, fundraising sprint Parallel processing roller coaster, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 24 2021

RLewis added a comment to T289478: Campaign Notification list.

@Eileenmcnaughton yep I thought it was a bit harsh haha

Aug 24 2021, 11:00 AM · fundraising sprint Screaming Goats Yelling Zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 23 2021

RLewis placed T289478: Campaign Notification list up for grabs.
Aug 23 2021, 11:11 AM · fundraising sprint Screaming Goats Yelling Zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis created T289478: Campaign Notification list.
Aug 23 2021, 11:10 AM · fundraising sprint Screaming Goats Yelling Zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Aug 11 2021

RLewis added a comment to T281268: Benefactor Page Listing Custom field.

@Eileenmcnaughton - yes!!! This is really helpful, thank you so much!

Aug 11 2021, 11:19 AM · fundraising sprint onion pit, fundraising Sprint NULL calorie food cart, Fundraising Sprint Mandatory corn dogs, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, Patch-For-Review, fundraising sprint Just in time roller coaster building, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jul 13 2021

RLewis added a comment to T283104: Creating New Donor Advised Fund Import.

@Eileenmcnaughton I think it's OK to send the automatic thank you email if an email is supplied. Thanks for double checking on this.

Jul 13 2021, 6:35 AM · fundraising sprint Quantum Leapfrog, fundraising sprint Parallel processing roller coaster, fundraising sprint onion pit, fundraising Sprint NULL calorie food cart, Fundraising Sprint Mandatory corn dogs, Patch-For-Review, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, Fundraising-Backlog

Jul 9 2021

RLewis added a comment to T286225: Remove unused imports / handling.

@Eileenmcnaughton and @MDemosWMF thanks for checking on this, agreed with Melanie on the generic individuals. I think the generic org one was used similarly to the generic individuals but i don't use that one at all.

Jul 9 2021, 10:35 AM · Fundraising Sprint High velocity swallows, Patch-For-Review, fundraising sprint Genealogical theory of relativity, Fr-drupal-upgrade-2021, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Jun 22 2021

RLewis added a comment to T284712: Fundraising access request for JESSICA JAMES-HILL.

@Dwisehaupt thank you, Amy and Jessica are on the case with approval and collab details.

Jun 22 2021, 7:18 PM · fundraising-tech-ops
RLewis updated subscribers of T284712: Fundraising access request for JESSICA JAMES-HILL.

@Dwisehaupt hi Dallas, just bumping this as Jessica is due to take part in Civi training today and it would be useful for her to have access to Civi for this training. Let me know if i can help with anything. Thanks.

Jun 22 2021, 12:06 PM · fundraising-tech-ops

Jun 21 2021

RLewis updated subscribers of T221874: Add ability to search Mailing Events in Civi .
Jun 21 2021, 2:18 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis updated subscribers of T221874: Add ability to search Mailing Events in Civi .

@DStrine just a heads up that a few of us in MGFE have been talking about this function a few times over the past few weeks as online start to pull our contact lists for certain engagement email sends e.g. planned giving, events, WiR etc.

Jun 21 2021, 2:18 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Jun 10 2021

RLewis added a comment to T284196: Source field not accepting negative amounts.

@Eileenmcnaughton on the MGs side of things, we only rarely hand enter non-USD amounts, we might receive a few one off major donor checks in non-USD but these would be processed by Engage and handled in an import. We do however import non-USD amounts e.g. Benevity import and the international wires import.

Jun 10 2021, 10:59 AM · Fundraising Sprint Mandatory corn dogs, Patch-For-Review, fundraising sprint Legø Trampoline, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 25 2021

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

@Eileenmcnaughton thanks.

May 25 2021, 11:01 AM · Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, 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 T281268: Benefactor Page Listing Custom field.

@Eileenmcnaughton initially I think we would only need this field to be for display purposes but I can see some uses for having this be a searchable field, especially for when we pull the donor list to be included on the Annual Report.

May 25 2021, 10:58 AM · fundraising sprint onion pit, fundraising Sprint NULL calorie food cart, Fundraising Sprint Mandatory corn dogs, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, Patch-For-Review, fundraising sprint Just in time roller coaster building, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM
RLewis added a comment to T272415: Error when searching Wikimedia Recipients SmartGroup in Civi.

@Eileenmcnaughton this is great. To confirm when I need to provide the list for the next Wikimedia in Review email send, I just search for these groups in Advanced search. They are smart groups and so the number of contacts should increase as time goes on?

May 25 2021, 10:27 AM · fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 24 2021

RLewis closed T282694: Searchkit - looking for contacts who are assigned as Stewards or Solicitors as Resolved.
May 24 2021, 10:37 AM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog
RLewis added a comment to T282694: Searchkit - looking for contacts who are assigned as Stewards or Solicitors .

@DStrine yep this is a good to close, thanks for checking.

May 24 2021, 10:37 AM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 21 2021

RLewis added a comment to T281268: Benefactor Page Listing Custom field.

@Eileenmcnaughton I think it would be good if the Endowment and WLS have a separate field as different people are updating the three separate listings and also someone can be listed on the Endowment, WLS and Benefactor page but a different times.

May 21 2021, 12:21 PM · fundraising sprint onion pit, fundraising Sprint NULL calorie food cart, Fundraising Sprint Mandatory corn dogs, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, Patch-For-Review, fundraising sprint Just in time roller coaster building, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 12 2021

RLewis created T282694: Searchkit - looking for contacts who are assigned as Stewards or Solicitors .
May 12 2021, 2:27 PM · Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

May 10 2021

RLewis created T282448: Automatic date added when Benefactor Page Listing fields are updated.
May 10 2021, 12:17 PM · Fundraising Sprint Mandatory corn dogs, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

May 5 2021

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.

May 5 2021, 9:36 AM · fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 29 2021

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

Thanks @Eileenmcnaughton that makes sense.

Apr 29 2021, 10:43 AM · fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, 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?

Apr 29 2021, 10:42 AM · Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 28 2021

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.

Apr 28 2021, 6:46 PM · fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, 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.

Apr 28 2021, 10:32 AM · Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, Patch-For-Review, Fundraising Sprint Humongous bacteria petting zoo, Wikimedia-Fundraising-CiviCRM, Fundraising-Backlog

Apr 27 2021

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.

Apr 27 2021, 9:14 PM · Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, 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.

Apr 27 2021, 7:46 PM · Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, 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.
Apr 27 2021, 2:15 PM · fundraising sprint onion pit, fundraising Sprint NULL calorie food cart, Fundraising Sprint Mandatory corn dogs, fundraising sprint Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, Patch-For-Review, fundraising sprint Just in time roller coaster building, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 21 2021

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.

Apr 21 2021, 7:07 PM · fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, Fundraising-Backlog, Wikimedia-Fundraising-CiviCRM

Apr 15 2021

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.

Apr 15 2021, 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 Legø Trampoline, Fundraising Sprint Ketchup Flume Ride, fundraising sprint Just in time roller coaster building, Fundraising Sprint Interstitial ads halfway down the coaster hill, 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 · Fundraising Sprint e^🥧👀=yum, 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.

Screen Shot 2021-03-10 at 11.30.30 AM.png (294×1 px, 44 KB)

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.

Screen Shot 2021-02-23 at 11.57.46 AM.png (266×1 px, 64 KB)
- 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 Just in time roller coaster building, 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 Just in time roller coaster building, 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