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 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 ExclusionsSignificant Exclusions and Handlings | Significant Exclusions | |||||||
Do Not Contact | oDo Not Solicit | Vulnerable Constituent* | o | M. Adams - I note the Avengers/Wellbeing/Single CRM are looking into the best solution for 'Vulnerable ConstitutentConstituent', a reason picklist and a 'Do Not Engage' checkbox. | |||||||||||||
Vulnerable Constituent* | oDo Not Mail | Influential Alumni | |||||||||||||||
Do Not Call | |||||||||||||||||
Do Not Solicit | o | ||||||||||||||||
Email Opt Out | |||||||||||||||||
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 | Pronoun | Her/She | |||||||||||||||
imodules Alternate ID | |||||||||||||||||
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 | ||||||||||||||
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 - Can be hidden | |||||||||||||||
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 | |||||||||||||||
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