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Key | Remarks | WB and HOG Status | Confluence Page Link | SIT: Deployed | SIT: Testing | UAT Deployed | UAT Testing | Deployed to PROD / Date Deployed to PROD | Technical Validation | Pre/Post Deploy Steps |
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Column header in their List View called Action - calculated field |
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| 🟠 In-Progress c/o Monica |
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MS - ASR Reporting which includes fields and filters from Gift, GRC, Transaction, Campaign Member, Contact objects |
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Adding picklist value ''Parent of Student- Alumni' in the secondary contact type |
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Update Gift Theme, Gift Date, Prospect Pool for all Opportunities where blank and stage = Gift Handover/Closed Won |
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Unable to save a manually created Institutional Education Object |
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Separate case - giving data did not move across to new accounts |
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Error Occurred During Flow "Service Portal": This error occurred when the flow tried to create records |
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1 - all Research Philanthropy transactions (if designation type = Research Grant or Non research Grant) without attached opportunity to it should be excluded from funds received. A simple check on credited opportunity would do. . Can only apply for transactions with CREDITED YEAR starts 1/1/2023 |
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WB approved...