Approval
Approved | Comments |
|---|---|
<insert> |
...
Corporate Accounts Contacts:
| Note |
|---|
|
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
...
AQB__DonorAccount__r.Name | AQB__ContactId__c | AQB__ContactId__r.Name |
|---|---|---|
R J & L M McKenzie Pty Limited | 0038v0000016zU0AAI | R J McKenzie |
Estate of the Late Ellie Grace Smith | 0034a000007DK8DAAW | Ellie Grace Smith |
iNova Pharmaceuticals (Aust) Pty Ltd | 0034a000007if6NAAQ | Sir/ Madam14010 |
Estate of the Late Kathleen Joan Laurence | 0034a000007EGHhAAO | Kathleen Joan Laurence |
Estate of the late Arthur Ronald Brown | 0034a000007E7RZAA0 | Arthur Ronald Brown |
Miss Shirley Joan Atkinson | 0034a000007EeLgAAK | Shirley Joan Atkinson |
Mr Francis Lord | 0034a000007G5UvAAK | Gertrude Angel-Lord |
Estate Of The Late David Harold Tribe | 0034a000007EMaiAAG | David Harold Tribe |
Mr David H Tribe | 0034a000007EMaiAAG | David Harold Tribe |
Jilin Holdings Pty Ltd | 0038v0000016rRjAAI | Louise Diamond |
Jilin Holdings Pty Ltd | 0038v0000016rReAAI | Michael Diamond AM MBE |
Estate of the late Francis William Tunney | 0034a000007EGp3AAG | Frank W Tunney |
| Note |
|---|
|
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Scenarios:
matching 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.
Fundraisers:
Fundraisers who ask their friends to donate. They are not considered as donor in this case.
Company Donation:
Contacts who work for a company and their company donate money. They are not considered as donors.
Foundations:
People who give through their foundation and they donate through their fund and use the receipt for tax purposes etc, in such a cases as they are the main decision maker they are considered as donor.
Clean Up Activities TAP-211
Household Contacts with legal credit should be Donors (i found 20 records to investigate/clean)
Household Contacts without legal credit
if it has a soft credit it should be donor (i found 3 records to investigate/clean)
else it should NOT be donor (i found 3,757 records to investigate/clean)
Organisation Contacts with legal credit
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