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Volunteer position - Standardised from to enable standardised Reports. New categories created -
Committee
Mentoring
Other
Marketing automation - Analysis Swift Digital to Jarvis integration
Ingest data (e.g. Click rate, bounce, etc.) which will feed into Probability scoring
Notes and Comments for Household account - Account and Contact data clean-up and setup a process to maintain data integrity.
Activity report - cc
International Foundation dashboard created for Director for International Foundation.
Updates to Team based reports to look up ‘Manager’ rather than individual team members. (For example, Opportunity report updated with Team manager)
Bulk update Relationship management - Templates and instructions provided to Prospect Development
Grateful patient alert
Appears on the Account and Contact
Multi pick list for ‘Special category’ is auto-populated.
Alert is related to the relationship.
Ability to delete Capacity/ Ratings on the account.
Updates to Gift Processing reports based on AQ Spring release
Mass Portfolio assignment - 1824
Activity report - Standardise the format and layout, Expose Activity report to Contact record
Pledge reminder report - Handover to team completed
Gift implementation - Enhancements made to capture the Task type -
Gift Handover
Gift Summary Form Completed
Gift Account Requested
Confirmed Account Created/Confirmed Existing Account
Gift Kick-Off
Deceased notification and report - Prospect Development team notified
Migration of 'Centre for Continuing Education' (CCE) data into Jarvis - UAT completed
Planned Giving Dashboard deployed
Stata and MiniTab - Cyber Security review complete
Alumni persona for Mobile app launched on Apple App store (iOS) and Google Play store (Android)
Aperture DS - UAT and Production environment setup and ready to use
Statistics at the end of Sprint
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