...
 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 ||||||||||||||||
| Status | ||||
|---|---|---|---|---|
|
F
Pronoun
Her/She
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
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
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
| Status | ||||
|---|---|---|---|---|
|
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
| Status | ||||
|---|---|---|---|---|
|
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
| Status | ||||
|---|---|---|---|---|
|
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
| Status | ||||
|---|---|---|---|---|
|
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
...