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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 (TBC).

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

  • Organisation Contact with Soft Credit on their Account I think should not be a donor (TBC)?. 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?

Example:

...

All 25 records that needs to be checked.

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  • Corporate Contacts with legal credit should/should not be a Donor?

  • Corporate Contacts without legal credit

    • If it has soft credit it should NOT be a donor (found 25 records to investigate/clean)

    • if no soft credit, it is NOT a donor (found 266 records to investigate/clean)

Update Contact Type as Donor Flow

based on the decision on the definition of Donor, the flow that updates the contact type as donor needs to be updated.

https://sydneyuni-adv--uat.sandbox.lightning.force.com/builder_platform_interaction/flowBuilder.app?flowId=3014a0000000VJrAAM

At the moment, once a gift is created, it will tag the Contact as Donor. Yeng Sembrano is this correct? Do you agree that we should update the flow to check the conditions as per this document before flagging the contact as donor?

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