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Sprint 24 achievement are listed as -
Affinaquest licenses for 2022 renewed
Apsona licenses for 2022 renewed - 25 licenses in total requested (10 new)
TAP Technical Roadmap 2022 workshop held on 08/11
Giving Summaries (Account/ Contact)- Postponed to next year
Planning Giving Leads Dashboard in UAT - Meeting with Stakeholders before deploying to Prod
Volunteer Recruitment report template for ASR
Telephone data clean up - uploaded to Prod
Campaign updates (ASR) - (still in UAT)
New campaign record types
Rationalise fields when creating a new Appeal
Rationalise fields when creating a new Event Invitation
Campaign data remapped
Impacts to iModules (not tested, but don’t anticipate issues)
Probability score
Prospect queue troubleshooting
Service Portal in UAT to replace Jira Service Desk (still in UAT)
Login (currently limited to Jarvis users, SSO can be enabled later)
How can we help? - Ask a question
How to guides?
Create a case
Reporting and Data Visualisation
Data services
Systems and Integrations
Live Chat
New object - Knowledge sets (still in UAT)
Troubleshooting
FAQ
Procedure
Donor status is updated to 'Donor' based on donation made to the Campaign
Gift/ Pledge - If there is an update to Campaign Appeal, the Campaign Appeal status is updated to ‘Donated’.
'Log a call (still in UAT)' task can be created against the Contact, Account or Case object
Data Import Wizard - User guide created and users provided access (still in UAT)
Bulk upload Account and Contact details
Task for the PG team for a Bequest Intention (still in UAT)
Batch item record has a ‘New Task’
‘Convert to GIW Opportunity’ from the Task which fields pre-populated from task
Automation on ‘Do not Solicit’ flag from Contact to Account.
For 1 contact, Account flag is updated to ‘DNS’
For 2 or more contact, if 1 contact is ‘DNS’, then an Alert is created on the Account
Email to Case automation (Development in progress)
AQ release 19.1 - Communication Channels (Development in progress)
ASR Strategy (2020 to 2025) Dashboard (still in UAT, waiting approval from Alain)
Additional reports created for VP - Advancement
Census 2021 data analysis based on 2012 census
CG Donor Retention report - Can be handed over to CG
Updates to the Swift Digital integration - Biographical updates. Following fields are now integrated to Jarvis -
SAM preferences
Industry
Occupation
Start date
Receipt record - Clean-up of Jarvis pages with button
COA - Active flag designation - Update to flow
Gift/ Pledge of updating COA on the Designation
Opportunity - Lead source and Amount are added automatically when field is blank
Duplicate Accounts - Clean up of 400 accounts, 200 Accounts outstanding
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