Approval
Approved | Comments |
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<insert> |
Reviewed | Comments |
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Based on my conversation with jessica.wood
contact receives a soft credit in different ways: 1- They are like fundraisers they ask their friends to donate. They are not considered as donor in this case. 2- They work for a company and their company donate money. They are not considered as donors. 3- They have a found and they donate through their fund and use the receipt for tax purposes etc, in such a cases as they are the main decision maker they are considered as donor. to help ASR team to review these records, we can provide the list of the accounts and their types that originating gift comes from. for example for most of households, the related contacts are not donors. | |
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Organisation Accounts Contacts:
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Example:
Legal Credit has been given to a duplicate contact record which is linked to the organization instead of the one that is linked to household
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AQB__DonorAccount__r.Name | AQB__ContactId__c | AQB__ContactId__r.Name |
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R J & L M McKenzie Pty Limited | 0038v0000016zU0AAI | R J McKenzie |
Estate of the Late Ellie Grace Smith | 0034a000007DK8DAAW | Ellie Grace Smith |
iNova Pharmaceuticals (Aust) Pty Ltd | 0034a000007if6NAAQ | Sir/ Madam14010 |
Estate of the Late Kathleen Joan Laurence | 0034a000007EGHhAAO | Kathleen Joan Laurence |
Estate of the late Arthur Ronald Brown | 0034a000007E7RZAA0 | Arthur Ronald Brown |
Miss Shirley Joan Atkinson | 0034a000007EeLgAAK | Shirley Joan Atkinson |
Mr Francis Lord | 0034a000007G5UvAAK | Gertrude Angel-Lord |
Estate Of The Late David Harold Tribe | 0034a000007EMaiAAG | David Harold Tribe |
Mr David H Tribe | 0034a000007EMaiAAG | David Harold Tribe |
Jilin Holdings Pty Ltd | 0038v0000016rRjAAI | Louise Diamond |
Jilin Holdings Pty Ltd | 0038v0000016rReAAI | Michael Diamond AM MBE |
Estate of the late Francis William Tunney | 0034a000007EGp3AAG | Frank W Tunney |
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Example:
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All 25 records that needs to be checked.
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Some campaigns are organized by one contact who gets soft credited from gifts coming from this campaign but should not be considered as donor
This needs a decision on when do we consider soft credit as donor versus not a donor… Example https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/r/AQB__Gift__c/a0s8v000000BSPGAA4/view
Clean Up Activities TAP-211
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