...
 Personal Details | Names and Birthdate | |||||||||||||||
Deceased? | o | |||||||||||||||
Contact ID | 0000690006 | Prospect Manager*: | Miranda Adams | M. Adams - Need more information on the Single CRM team's proposal for Contact Owner/Prospect Manager. | ||||||||||||
Name | Ms Hermonie Jean Granger | Contact Type | Alumni | |||||||||||||
Nickname | null | Secondary Contact Type | Donor | |||||||||||||
Maiden Name | null | Secondary Contact Type Concatenation | Donor; Staff | |||||||||||||
Mailing Name | Ms Hermonie Granger | Birthdate | 19/9/1978 | |||||||||||||
Formal Salutation | Ms Granger | Age | 43 | |||||||||||||
Informal Salutation | Hermonie | |||||||||||||||
Account Details | ||||||||||||||||
Account Name | Ms Hermonie J. Granger and Mr Ronald B. Weasley | Account Capacity | Cap 3 - $100,000 | |||||||||||||
Account Relationship | Head of Household | Account Readiness | Not Ready | |||||||||||||
Significant Exclusions | Significant Exclusions | |||||||||||||||
Do Not Contact | o | Do Not Solicit | o | M. Adams - I note the Avengers/Wellbeing/Single CRM are looking into the best solution for 'Vulnerable Constitutent', a reason picklist and a 'Do Not Engage' checkbox. | ||||||||||||
Vulnerable Constituent* | o | Influential Alumni | o | |||||||||||||
Employment Information | ||||||||||||||||
Primary Employment Link | e349357 | Title | Minister of Magic | M. Adams - I removed from this section: 'Business Address', 'Primary Employment Title', 'Business Address Status', 'Business Address Type', 'Business Address Note'. | ||||||||||||
Employer Name | Ministry of Magic | My rationale was that users can click through on the 'Primary Employer Name' for further information. | ||||||||||||||
Primary Degree/Diploma | ||||||||||||||||
Primary Degree Link | 0677070 | Degree/Diploma | Bachelor of Political, Economic and Social Sciences | M. Adams - I removed from this section: 'Institution' as this should be obvious (USYD). I suggested we rename 'Pref Year' to 'Reunion Pref Year' as that is what the | ||||||||||||
School | Arts and Social Sciences | Degree Year | 2000 | Affiniquest help text says it is. This might actually be useful to know. | ||||||||||||
Has Postgraduate Degree? | o | Reunion Pref Year | 1999 | |||||||||||||
Mailing Address | ||||||||||||||||
Address Preference | Account Mailing | Do Not Mail | o | M.Adams - 'DPID Location' is a new field currently in the Avengers sandbox | ||||||||||||
Mailing Address Status | Active | Mailing Address Type | Home Address | |||||||||||||
Contact Mailing Address | 3 Ash Road, LONDON E15 1HL, UNITED KINGDOM | RTS Reason | null | |||||||||||||
Mailing Address Modified Source | Swift | DPID Location | null | |||||||||||||
Mailing Address Note | Last updated on 2/2/2022 | |||||||||||||||
Phone and Email | ||||||||||||||||
Do Not Call? | o | Email Opt Out? | o | |||||||||||||
Phone Preference | Mobile | Email Preference | Business | |||||||||||||
Phone | +44 5762 589620 | |||||||||||||||
Mobile | +44 5762 589620 | Personal Email | ||||||||||||||
Mobile Modified Source | Swift | Personal Email Modified Source | Swift | |||||||||||||
Account Phone | Business Email | |||||||||||||||
Business Phone | +44 2702 295738 | Business Email Modified Source | Swift | |||||||||||||
Phone Notes | Last updated on 2/2/2022 | School Email | ||||||||||||||
Fax Opt Out | o | School Email Modified Source | Swift | |||||||||||||
Fax | Other Email | |||||||||||||||
Other Email Modified Source | ||||||||||||||||
Email Notes | Last updated on 2/2/2022 | |||||||||||||||
Contact Picture | ||||||||||||||||
Contact Picture | <image> | |||||||||||||||
Other Personal Information | ||||||||||||||||
Marital Status | Married | Place of Birth | United Kingdom | M. Adams - Suggesting we consider creating a 'Gender as Student' field to go with 'Gender'. This would allow us to change 'Gender' while returning the original | ||||||||||||
Has Children | Yes | Ethnicity | Neither Aboriginal or Torres Strait Islander | status from enrolment in the 'Gender as Student.' | ||||||||||||
Has Grandchildren | Yes | Gender | F | |||||||||||||
Languages | Gender as Student
| F | ||||||||||||||
imodules Alternate ID | Pronoun | Her/She | ||||||||||||||
Legal Gift Recognition | ||||||||||||||||
Total Legal Credit | $19,000 | Total Gifts Given | 5 | M. Adams - These are new fields in the Avengers sandbox. | ||||||||||||
Most Recent Legal Credit Amount | $5,000 | Most Recent Legal Credit Campaign | 2023 Hogwarts Tax Appeal | M. Adams - If need be, this section should be hidden from Single CRM users outside TAP as it relates to giving | ||||||||||||
Average Legal Credit | $325 | Consecutive Years Given | 4 | |||||||||||||
Largest Legal Credit | $5,000 | Total Account Open Opportunities | $30,000 | |||||||||||||
Engagement Summary
| ||||||||||||||||
Total Communications Clicked This Year | 12 | Communications Clicked Last Year | 12 | |||||||||||||
SAM eNewsletters Clicked This Year | 8 | SAM eNewsletters Clicked Last Year | 8 | |||||||||||||
Faculty Communications Clicked This Year | 2 | Faculty Communications Clicked Last Year | 2 | |||||||||||||
TAP Communications Clicked This Year | 2 | TAP Communications Clicked Last Year | 2 | |||||||||||||
Total Value of Donations This Year | $5,000 | Total Value of Donations Last Year | $3,000 | |||||||||||||
Volunteer Positions Held This Year | 3 | Volunteer Positions Held Last Year | 2 | |||||||||||||
Volunteer Hours This Year | 25 | Volunteer Hours Last Year | 20 | |||||||||||||
Events Registered This Year | 5 | Events Registered Last Year | 8 | |||||||||||||
Engagement Score | ||||||||||||||||
Volunteer | Philanthropic | M.Adams - The Alumni and Supporter Relations team do not have an engagement score at the moment. However, I would like this to remain as it is an option. | ||||||||||||||
Experiential | Communications | |||||||||||||||
Total Engagement Score: | ||||||||||||||||
Event Attendance Summary
| ||||||||||||||||
Most Recent Event Attendance Link | Most Recent Event Registration Link | M.Adams - Affiniquest summary- is non-functional at the moment. | ||||||||||||||
Most Recent Event Attendance Date | Most Recent Event Registration Date | |||||||||||||||
Most Recent Event Attended | Most Recent Event Registration | |||||||||||||||
Number of Events Attended | Total Number of Event Registrations | |||||||||||||||
Total of All Registration Fees | ||||||||||||||||
Event Preferences
| ||||||||||||||||
Accessibility Preferences | Food Preferences | M. Adams - These can be hidden. The events team does not want to use them as disablements can be permanent or temporary, food preferences can change. Is not worth tracking. | ||||||||||||||
Presentation Preferences | Other Preferences | |||||||||||||||
Community Publishing Preferences
| ||||||||||||||||
Directory Include Send Email Link | Directory Publish Email | |||||||||||||||
Directory Publish Address | Directory Publish Employment | |||||||||||||||
Directory Publish Core Data | Directory Publish Interests | |||||||||||||||
Directory Publish Education | Directory Publish Phone | |||||||||||||||
Death
| ||||||||||||||||
Location of Death | Date of Death | M. Adams - It would be worth checking which fields we populate at death in case any can be hidden | ||||||||||||||
City of Death | Date of Death Precision | |||||||||||||||
State/Province of Death | Date of Death Notification | |||||||||||||||
Country of Death | Date Obituary Attached | |||||||||||||||
Notified of Death by | Obituary Link | |||||||||||||||
Coorobated Death Date | Obituary Attached | |||||||||||||||
Cause of Death | Death Corroborated by: | |||||||||||||||
Salesforce Detail | ||||||||||||||||
Is Primary Contact? | Mailing Lists for this Contact | M. Adams - Wondering whether we remove 'Involvement', 'Next Task | ||||||||||||||
Is Secondary Contact? | Involvement | |||||||||||||||
Legal Credit % | Next Task | |||||||||||||||
Gift Recognition Credit % | Lost | |||||||||||||||
Gift Recgnition Credits are anonymous? | Comments | |||||||||||||||
Lost | o | Alert | ||||||||||||||
System Information | ||||||||||||||||
Created by | AQ Conversion, 6/3/2019, 3:43am | Last Modified Source | Manpreet Sidhu | |||||||||||||
Contact Owner | House Account | Contact Source | ||||||||||||||
...