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 |
|---|
|
Example:
...
All 25 records that needs to be checked.
Id | Name | |
|---|---|---|
0038v000001j096AAA | 0014a000007ojYAAAY | David Webb |
0038v000001j02PAAQ | 0014a000007nkovAAA | Geoff Hay |
0034a0000086lxyAAA | 0014a000008d8miAAA | Heidi Thomas |
0038v000001j1U0AAI | 0014a000007ojYAAAY | Lidia Zin |
0038v000001j9ulAAA | 0014a000007ojYAAAY | Martin Potter |
0034a000007DbanAAC | 0014a000007nnX4AAI | Mike Covey |
0034a000007iePvAAI | 0014a000007pA2VAAU | Sir/ Madam11994 |
0034a000007ieCSAAY | 0014a000007nxEdAAI | Aiden Jacks |
0038v000001j075AAA | 0014a000007ojYAAAY | Karl Zhao |
0038v000001jACkAAM | 0014a000007nxEdAAI | Spencer Percival |
0038v000001j2AzAAI | 0014a000007nxEdAAI | Mathew Gault |
0034a000007ibk0AAA | 0014a000007ph5KAAQ | Rudolf George Herman Prince |
0038v000001mqYXAAY | 0014a000007ojYAAAY | Leanne Peacock |
0038v000001j9Q2AAI | 0014a000007omuSAAQ | Dominic Madrigrano |
0038v000001qjdgAAA | 0014a000007nlXOAAY | Michelle Finegan |
0038v000001t4ckAAA | 0018v000003zlqaAAA | Matthew Nacard |
0038v0000016wIjAAI | 0014a000007nxEdAAI | Renee Dimech |
0034a000007ieuEAAQ | 0014a000007omuSAAQ | Aine Corrigan |
0034a000007FIk6AAG | 0014a000007pjsTAAQ | Vanessa Dale |
0034a0000088MnoAAE | 0014a000008eaTnAAI | Jason Masters |
0034a000007quoUAAQ | 0014a000007pjsTAAQ | Ben Brown |
0038v000001iztDAAQ | 0014a000007ojYAAAY | Luke Williams |
0038v000001jAm1AAE | 0014a000007nxEdAAI | Anton Murphy |
0038v000001j04uAAA | 0014a000007ojYAAAY | Michael Walker |
0038v000001izdFAAQ | 0014a000007ojYAAAY | henrletta keech |
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.
...
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
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)