Versions Compared

Version Old Version 12 New Version 13
Changes made by

rommel.ngo

rommel.ngo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Approval

Approved

Comments

<insert>

...

Drawio
zoom1
simple0
inComment0
pageId2840101052
custContentId2840952941
lbox1
diagramDisplayNameHousehold Account Donor
contentVer23
revision23
baseUrlhttps://sydneyuni.atlassian.net/wiki
diagramNameHousehold Account Donor
pCenter0
width538.75622
links
tbstyle
height389408.5

Corporate Accounts Contacts:

Note

  • Organisation Contact awarded with Legal Credit Amount is a/NOT a Donor? - why contacts would be directly linked to an Organisation instead of their household account? Contact should only be directly linked to an organisation if they don’t have their household account.

example:

Legal Credit has been given to a duplicate contact record which is linked to the organization instead of the one that is linked to household

...

Note

  • Organisation Contact with Soft Credit on their Account. Wouldn’t it make more sense if we only allow Soft Credit to Household accounts to cascade the credit to an individual? What would be a scenario where we would be needed to Soft Credit an Organization?

scenarios:

matching gift:
org that matched the gift should not get "credit"
the employee who made the gift should get the "credit" for the donation and the matched gift.

...