...
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 |
| Leave “Alumni Affiliate” | To be reviewed at a later date - for now please leave Alumni Affiliate as a primary contact type. |
Sep 23 2022 | “Alumni Affiliate” added as Secondary Contact Type | To Donor, Staff or Former Staff, Organisation Contact |
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 Alumni Affiliate | |
⬇️ | Staff or Former Staff | Graduand or Student Organisation Contact Parent of Student - Alumni Alumni Affiliate | |
⬇️ | Graduand or Student | Organisation Contact Parent of Student - Alumni | |
⬇️ | Organisation Contact | Parent of Student - Alumni Alumni Affiliate | |
⬇️ | Friend | Parent of Student - Alumni | |
⬇️ | Alumni Affiliate Donor Staff or Former Staff Organisation Contact | Parent of Student - AlumniNot Alumni, not Student, not Graduand Can be staff or former staff Can be an org contact | |