Content Comparison

matching gift

• business raised we didn’t have consolidated gift entry type

Consolidated Matching Gifts

To enable the feature:

• Add the Entry Type of "Consolidated Gift" to the Method  (AQB__Method__c) picklist on the Batch Item object.

• we entered the original pledge amount with the fee but it wouldn’t let us enter the payment minus the fee.

• Gift fee https://support.affinaquest.com/hc/en-us/articles/360050346032-Fees - we don’t use this.

• HEP database is available in Australia as confirmed by Priscila but does not necessarily robust (AQ updates the database automatically)

• Good to Gift and Benevity (lots of companies in different territories)

• challenged fund, what would be the best option, put them in one fund or transfer them to their actual designation

•  Activate consolidated gift picklist
•  Priscila to look into Fees functionality
•  Priscila to look into
  

Organisation account changes

• Old account name (org) would be recommended to be kept and create a new account.

• user hierarchyaccount.type picklist values from AQ

• 

• a proposal lock down Parent id on account.

•  lock down parentid on account only available to GA

Pledge Batch Correction

Move designation (feed batches)

build report what needs to be moved and group by method

we could use the report to select which ones