Content Comparison

Personal Details

Names and Birthdate

Deceased?

o

Vulnerable Constituent

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

Significant Exclusions and Handlings

Significant Exclusions

Do Not Contact

o

Account and Household Information

Account Name

Ms Hermonie J. Granger and Mr Ronald B. Weasley

Marital Status

Account Relationship

Head of Household

Has Children

Account Capacity

Cap 3 - $100,000

Other Family Relations

Account Readiness

Not Ready

Image Added

User Initiated Handling

Significant Exclusions

Do Not Mail

o

Do Not Contact

o

M. Adams - I note the Avengers/Wellbeing/Single CRM are looking into the best solution for 'Vulnerable Constituent', a reason picklist and a 'Do Not Engage' checkbox.

Do Not Mail

Influential Alumni

Do Not CallCall

o

Do Not Solicit

o

Email Opt Out

o

Other Family Relations

o

Employment Information

Primary Employment Link

e349357

Title

Advancement Initiated Handling

Is Influential Alumni?

Special Category

Image Added

Primary Degree/Diploma

Primary Degree Link

0677070

Degree/Diploma

Bachelor of Political, Economic and Social Sciences

M. Adams - I removed from this section: 'Business Address', 'Primary Employment Title', 'Business Address Status', 'Business Address Type', 'Business Address Note'.

Employer Name

School

Arts and Social Sciences

Degree Year

2000

My rationale was that users can click through on the 'Primary Employer Name' for further information.

Primary Degree/DiplomaEmployment Information

Primary Degree Employment Link

0677070e349357

Degree/DiplomaTitle

Bachelor of Political, Economic and Social SciencesMinister of Magic

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

Employer Name

Ministry of Magic

Affiniquest help text says it is. This might actually be useful to know.

o

Reunion Pref Year

1999

Mailing Address

Address Preference

Account Mailing

Do Not Mail

oMailing Address Type

Home Address

M.Adams - 'DPID Location' is a new field currently in the Avengers sandbox

Mailing Address Status

Active

Mailing Address Type

Home AddressRTS Reason

null

Contact Mailing Address

3 Ash Road, LONDON E15 1HL, UNITED KINGDOMRTS Reason

null

Mailing Address Modified Source

Swift

DPID Location

null

Mailing Address Note

Last updated on 2/2/2022

DPID Location

null

Phone and Email

Do Not Call?

o

Email Opt Out?

Preference

Phone Preference

Mobile

Email Preference

Business

Phone

+44 5762 589620

Email

hermonie.granger@mom.co.uk

Image Added

Phone, Email and LinkedIn

Mobile

+44 5762 589620

Personal Email

hermonie.jean@owlsonline.co.uk

Mobile Modified Source

Swift

Personal Email Modified Source

Swift

Account Phone

Business Email

hermonie.granger@mom.co.uk

Business Phone

+44 2702 295738

Business Email Modified Source

Swift

Phone Notes

Last updated on 2/2/2022

School Email

h.j.granger@alumni.hogwarts.uk

Fax Opt Out

o

School Email Modified Source

Swift

Fax

Other Email

LinkedIn Address

Other Email Modified Source

LinkedIn Notes

Email Notes

Last updated on 2/2/2022

Image Added

Engagement Summary

Total Campaigns Received YTD

12

Total Campaigns Received Last Year

12

No. of Campaigns Clicked YTD

8

No. of Campaigns Clicked Last Year

3

No. of TAP eNewsletters Clicked YTD

4

No. of TAP eNewsletters Clicked Last Year

1

No. of Campaigns Participated YTD

2

No. of Campaigns Participated Last Year

1

No. of Campaigns Registered YTD

2

No. of Campaigns Registered Last Year

1

Most Recent Campaign Interaction Date

Most Recent Campaign Interacted

Contact Picture

Contact Picture

<image>

Other Personal Information

Marital Status

Place of Birth

United Kingdom

Gender

F

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

Ethnicity

Neither Aboriginal or Torres Strait Islander

Pronoun

Her/She

status from enrolment in the 'Gender as Student.'

Has Grandchildren

Yes

Gender

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

Image Removed

Legal Gift RecognitionLegal 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

Image Removed

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 Notified of Death by

Date of Death

M. Adams - It would be worth checking which fields we populate at death in case any can be hidden

City of DeathObituary Link

Date of Death Precision

State/Province of Corroborated Death Date

Date of Death Notification

Coorobated Death Date

Obituary Attached

Cause of Death

Country of Death

Date Obituary Attached

Notified of Death by

Obituary Link

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 %

LostComments

Gift Recgnition Credits are anonymous?

CommentsAlert

imodules alternate ID

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