Content Comparison

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Personal Details

Names and Birthdate

Deceased?

o

Vulnerable Constituent

o

Contact ID

0000690006

Prospect Manager:

Miranda Adams

M. Adams - Need more information on the Single CRM team's proposal for Contact Owner/Prospect Manager.

Name

Ms Hermonie Jean Granger

Contact Type

Alumni

Nickname

null

Secondary Contact Type

Donor

Maiden Name

null

Secondary Contact Type Concatenation

Donor; Staff

Mailing Name

Ms Hermonie Granger

Birthdate

19/9/1978

Formal Salutation

Ms Granger

Age

43

Informal Salutation

Hermonie

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Account and Household Information

Account Name

Ms Hermonie J. Granger and Mr Ronald B. Weasley

Marital Status

Married

Account Relationship

Head of Household

Has Children

2

Account Capacity

Cap 3 - $100,000

Other Family Relations

No

Account Readiness

Not Ready

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User Initiated Handling

Significant Exclusions

Do Not Mail

o

Do Not Contact

o

M. Adams - I note the Avengers/Wellbeing/Single CRM are looking into the best solution for 'Vulnerable Constituent', a reason picklist and a 'Do Not Engage' checkbox.

Do Not Call

o

Do Not Solicit

o

Email Opt Out

o

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Advancement Initiated Handling

Is Influential Alumni?

o

Special Category

o

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Primary Degree/Diploma

Primary Degree Link

0677070

Degree/Diploma

Bachelor of Political, Economic and Social Sciences

M. Adams - I removed from this section: 'Business Address', 'Primary Employment Title', 'Business Address Status', 'Business Address Type', 'Business Address Note'.

School

Arts and Social Sciences

Degree Year

2000

My rationale was that users can click through on the 'Primary Employer Name' for further information.

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Employment Information

Primary Employment Link

e349357

Title

Minister of Magic

M. Adams - I removed from this section: 'Institution' as this should be obvious (USYD). I suggested we rename 'Pref Year' to 'Reunion Pref Year' as that is what the

Employer Name

Ministry of Magic

Affiniquest help text says it is. This might actually be useful to know.

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Mailing Address

Address Preference

Account Mailing

Mailing Address Type

Home Address

M.Adams - 'DPID Location' is a new field currently in the Avengers sandbox

Mailing Address Status

Active

RTS Reason

null

Contact Mailing Address

3 Ash Road, LONDON E15 1HL, UNITED KINGDOM

Mailing Address Modified Source

Swift

Mailing Address Note

Last updated on 2/2/2022

DPID Location

null

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Phone and Email Preference

Phone Preference

Mobile

Email Preference

Business

Phone

+44 5762 589620

Email

hermonie.granger@mom.co.uk

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Phone, Email and LinkedIn

Mobile

+44 5762 589620

Personal Email

hermonie.jean@owlsonline.co.uk

Mobile Modified Source

Swift

Personal Email Modified Source

Swift

Account Phone

Business Email

hermonie.granger@mom.co.uk

Business Phone

+44 2702 295738

Business Email Modified Source

Swift

Phone Notes

Last updated on 2/2/2022

School Email

h.j.granger@alumni.hogwarts.uk

Fax Opt Out

o

School Email Modified Source

Swift

Fax

Other Email

LinkedIn Address

Other Email Modified Source

LinkedIn Notes

Email Notes

Last updated on 2/2/2022

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Engagement Summary

Total Campaigns Received YTD

12

Total Campaigns Received Last Year

12

No. of Campaigns Clicked YTD

8

No. of Campaigns Clicked Last Year

3

No. of TAP eNewsletters Clicked YTD

4

No. of TAP eNewsletters Clicked Last Year

1

No. of Campaigns Participated YTD

2

No. of Campaigns Participated Last Year

1

No. of Campaigns Registered YTD

2

No. of Campaigns Registered Last Year

1

Most Recent Campaign Interacted

2023 Hogwarts Tax Appeal

Most Recent Campaign Interaction Date

14/10/2022

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Other Personal Information

Place of Birth

United Kingdom

Gender

F

M. Adams - Suggesting we consider creating a 'Gender as Student' field to go with 'Gender'. This would allow us to change 'Gender' while returning the original

Ethnicity

Neither Aboriginal or Torres Strait Islander

Pronoun

Her/She

status from enrolment in the 'Gender as Student.'

Languages

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Legal Gift Recognition

Total Legal Credit

$19,000 

Total Gifts Given

5

M. Adams - These are new fields in the Avengers sandbox.

Most Recent Legal Credit Amount

$5,000 

Most Recent Legal Credit Campaign

2023 Hogwarts Tax Appeal

M. Adams - If need be, this section should be hidden from Single CRM users outside TAP as it relates to giving

Average Legal Credit

$325 

Consecutive Years Given

4

Largest Legal Credit

$5,000 

Total Account Open Opportunities

$30,000 

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Engagement Score

Volunteer

Philanthropic

M.Adams - Can be hidden

Experiential

Communications

Total Engagement Score:

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Event Attendance Summary

Most Recent Event Attendance Link

Most Recent Event Registration Link

M.Adams - Affiniquest summary- is non-functional at the moment.

Most Recent Event Attendance Date

Most Recent Event Registration Date

Most Recent Event Attended

Most Recent Event Registration

Number of Events Attended

Total Number of Event Registrations

Total of All Registration Fees

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Event Preferences

Accessibility Preferences

Food Preferences

M. Adams - These can be hidden. The events team does not want to use them as disablements can be permanent or temporary, food preferences can change. Is not worth tracking.

Presentation Preferences

Other Preferences

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Community Publishing Preferences

Directory Include Send Email Link

Directory Publish Email

Directory Publish Address

Directory Publish Employment

Directory Publish Core Data

Directory Publish Interests

Directory Publish Education

Directory Publish Phone

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Death

Notified of Death by

Date of Death

M. Adams - It would be worth checking which fields we populate at death in case any can be hidden

Obituary Link

Date of Death Precision

Corroborated Death Date

Date of Death Notification

Death Corroborated by:

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Salesforce Detail

Is Primary Contact?

Mailing Lists for this Contact

M. Adams - Wondering whether we remove 'Involvement', 'Next Task

Is Secondary Contact?

Involvement

Legal Credit %

Next Task

Gift Recognition Credit %

Comments

Gift Recgnition Credits are anonymous?

Alert

imodules alternate ID

Lost

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Contact Picture

Contact Picture

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System Information

Created by

AQ Conversion, 6/3/2019, 3:43am

Last Modified Source

Manpreet Sidhu

Contact Owner

House Account

Contact Source