- Approve Cleanup
Possible Primary and SecondaryChanges Record
Date | Change | Comments |
|---|---|---|
| Remove “Patient” as a Primary Contact Type | Remove and replace with specific primary contract type based on individual circumstances. If not any of the above then friend - also added to grateful patient category - ** Automatic tag: “Do not contact” |
| Remove “Parent of Student - Alumni” as a Primary Contact Type | Make a secondary contact type of all Primary contact types |
Agreed Contact Types
Primary | Secondary (None or any of the types) | Comments | |||||
|---|---|---|---|---|---|---|---|
⬇️ | Alumni | Donor Staff or Former Staff Graduand or Student (for SINGL we might be tracking Alumni who is again studying) Organisation Contact Parent of Student - Alumni | |||||
⬇️ | Donor | Staff or Former Staff Graduand or Student Organisation Contact Parent of Student - Alumni | |||||
⬇️ | Staff or Former Staff | Graduand or Student Organisation Contact Parent of Student - Alumni | |||||
⬇️ | Graduand or Student | Organisation Contact Parent of Student - Alumni | |||||
⬇️ | Organisation Contact | Parent of Student - Alumni | ⬇️ | Patient | – Remove – | Remove and replace with specific above, if not any of the above then friend - also added to greatful patient category - ** Automatic tag: “Do not contact” | |
⬇️ | Friend | Parent of Student - Alumni | |||||
...