Content Comparison

BR-001

Deceased Contacts

Deceased Contacts: It was agreed on 09 Nov 2022 to:

1. reduce report age to 105;

2. mark the Contact as Do Not Contact until Deceased Contact can be actioned;

3. find the deceased date from https://ryersonindex.org/ ;

4. If cannot find in Ryerson Index, then assume deceased - check https://gerontology.fandom.com/wiki/List_of_oldest_living_people_in_Australia to make sure not alive - make the deceased date the action date.

5. Use Deceased Utility to decease. (Monthly Process)

6. If deceased, then needs to be removed from any Primary Contact roles.

•  Can ownership of the utility be opened up to the BI Team Data Stewards for non-donors ? (Donors contact types stays with GA Team) Monica Kluegel , AlainGasquet 16 Nov 2022
•  Deceased Utility system fixes. Track progress TAP-446; TAP-465, albie.roets , 22 Dec 2022
•  DQ Report: Death date / other details, but not deceased, Manpreet Sidhu , 22 Dec 2022
•  Death info fields needs to be read only - only via utility. albie.roets

09 Nov 2022

Monica Kluegel

BR-002

Accounts with No Primary Contact

Household accounts MUST always have at least a primary contact. Corporations need to have a direct contact to receipt gifts. Not needed otherwise. Contact can only have 1x direct linkage to account.

•  (Force people to use account create / Can you turn off people create households any other way - rommel.ngo 30 Nov 2022 (very hard to create validation rule to stop it - easiest way is DQ reports - await Rommels advice / palm off on Single CRM for solution.) - AVE-150
•  Create DQ reports albie.roets 30 Nov 2022

09 Nov 2022

•  rommel.ngo - can we force people to use account create ?

BR-003

Households without a Primary/Sec contact

Household accounts must always have a Primary Contact. If more than one person on the account, then the one is Primary and the other is secondary. Kids on the account need to have their own account when they turn 18. (Less than 18 cannot have own account).

If only 1x contact and deceased, the account name gets moved to the estate. (Estate of the late …) → Harpreet does that.

09 Nov 2022

•  jessica.wood

BR-004

Account Naming Conventions

•  Present the Account Naming Conventions, jessica.wood 23 Nov 2022

07 Dec 2022

•  jessica.wood

BR-005

Address Preferences

Household = Auto Defaulted to ‘Account Mailing’.

Corporation = Business Mailing.

AVE-25

•  Check ticket / fix for auto default of Address Preference in backlog albie.roets 23 Nov 2022

09 Nov 2022

•  albie.roets

BR-006

Country Picklist

Full due diligence and impact analysis

09 Nov 2022

•  albie.roets

BR-007

TAP-860

• Phone preference be defaulted to mobile (because iMod leads are coming in with Mobile numbers)

• Email preference defaulted to Personal email.

30 Nov 2022

•  rommel.ngo

BR-008

Address Type

Default to Home for Household and Business for Organisations.

09 Nov 2022

•  albie.roets

BR-009

Duplicate Accounts

How to resolve large duplicate account backlog?

Next steps:

1. Gather rules - make decision if rules are accurate or not;

2. Analyse how do 'Duplicate Record Set' functionality work, Rules, audit the rules to make sure they are accurate, Manpreet Sidhu , 10 Mar 2023 .

3. Duplicate rule set processing document, albie.roets , 31 Mar 2023 .

14 Dec 2022

•  albie.roets