Content Comparison

Test a join, separate, and decease request

GA-0006

Separate Contact Utillity

additional notes from Monica need to be added to the test: Enter a payment (cheque) and add a bequest Intention/confirmation and close batch. Ensure that cheques details for drawer, Bank and BSB are recorded in separate fields

GA-0008

  Ana Simic 3/11/22

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

Enter username

Enter Password

Click on Log in to Sandbox

Successful Login

If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar

Once in Affinaquest app, go to Gear Icon

Click on Set up - Blue icon

Click on Users tab

Click on Users

Click on login against the user ( GA User) having all permissions

Ana Simic

Click on Contacts tab

select a contact

choose a contact that is part of a multi contact household

from the menu click "Lightning Contact Utilities

Click "Separate" Button

Click "MOVE TO NEW ACCOUNT 1" For one contact and the other to "MOVE TO NEW ACCOUNT 2"

Click Next

Click "Copy to New Account 1" and "Copy to New Account 2" tick boxes

all tick boxes are ticked.

Click Next

Edit Data for New Account 1 screen shows

Click Next

Edit Data for New Account 2 screen shows

Click Next

Related Data screen pops up

Click "MOVE TO NEW ACCOUNT" for Alternate IDs, then click to move to both accounts for Relationships with Accounts

Click Next

Update Legal Credits to 100 for both contacts

Update both contacts to be primary contact

Update to Head of Household for Account Relationship for both contacts

Update both contact's Marital Status to "Divorced"

Click Next

Confirmation Screen pops up

Click Ok

Confirmation Screen pops up

Click Ok

Separates Contacts on a single household Account into two new household Accounts
Contacts are moved with all related data
Objects related to the Account can generally be moved to one or both new Accounts, with some exceptions
Custom fields on the Account are moved
Custom objects are not moved
Gifts:
Are moved based on legal credit – legal credit must equal 100% or gifts are not moved
If the legal credit is split 50/50, the gifts on the old Account are voided and new gifts are created on the new Account
Gifts are moved in a separate batch from the rest of the data, this can cause issues if the first part of the separate is successful, but the gifts portion is not

Logout of the User

Close the Browser