 Personal Details | Names and Birthdate | |||
Deceased? | 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 | |||
Account Details | ||||
Account Name | Ms Hermonie J. Granger and Mr Ronald B. Weasley | Account Capacity | Cap 3 - $100,000 | |
Account Relationship | Head of Household | Account Readiness | Not Ready | |
Significant Exclusions | Significant Exclusions | |||
Do Not Contact | o | Do Not Solicit | o | M. Adams - I note the Avengers/Wellbeing/Single CRM are looking into the best solution for 'Vulnerable Constitutent', a reason picklist and a 'Do Not Engage' checkbox. |
Vulnerable Constituent* | o | Influential Alumni | o | |
Employment Information | ||||
Primary Employment Link | e349357 | Title | Minister of Magic | M. Adams - I removed from this section: 'Business Address', 'Primary Employment Title', 'Business Address Status', 'Business Address Type', 'Business Address Note'. |
Employer Name | Ministry of Magic | My rationale was that users can click through on the 'Primary Employer Name' for further information. | ||
Primary Degree/Diploma | ||||
Primary Degree Link | 0677070 | Degree/Diploma | Bachelor of Political, Economic and Social Sciences | 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 |
School | Arts and Social Sciences | Degree Year | 2000 | Affiniquest help text says it is. This might actually be useful to know. |
Has Postgraduate Degree? | o | Reunion Pref Year | 1999 | |
Mailing Address | ||||
Address Preference | Account Mailing | Do Not Mail | o | M.Adams - 'DPID Location' is a new field currently in the Avengers sandbox |
Mailing Address Status | Active | Mailing Address Type | Home Address | |
Contact Mailing Address | 3 Ash Road, LONDON E15 1HL, UNITED KINGDOM | RTS Reason | null | |
Mailing Address Modified Source | Swift | DPID Location | null | |
Mailing Address Note | Last updated on 2/2/2022 | |||
Phone and Email | ||||
Do Not Call? | o | Email Opt Out? | o | |
Phone Preference | Mobile | Email Preference | Business | |
Phone | +44 5762 589620 | |||
Mobile | +44 5762 589620 | Personal Email | ||
Mobile Modified Source | Swift | Personal Email Modified Source | Swift | |
Account Phone | Business Email | |||
Business Phone | +44 2702 295738 | Business Email Modified Source | Swift | |
Phone Notes | Last updated on 2/2/2022 | School Email | ||
Fax Opt Out | o | School Email Modified Source | Swift | |
Fax | Other Email | |||
Other Email Modified Source | ||||
Email Notes | Last updated on 2/2/2022 | |||
Contact Picture | ||||
Contact Picture | <image> | |||
Other Personal Information | ||||
Marital Status | Married | Place of Birth | United Kingdom | 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 |
Has Children | Yes | Ethnicity | Neither Aboriginal or Torres Strait Islander | status from enrolment in the 'Gender as Student.' |
Has Grandchildren | Yes | Gender | F | |
Languages | Pronoun | Her/She | ||
imodules Alternate ID | ||||
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 | |
Engagement Summary NEW SECTION NEW FIELDS | ||||
Total Communications Clicked This Year | 12 | Communications Clicked Last Year | 12 | |
SAM eNewsletters Clicked This Year | 8 | SAM eNewsletters Clicked Last Year | 8 | |
Faculty Communications Clicked This Year | 2 | Faculty Communications Clicked Last Year | 2 | |
TAP Communications Clicked This Year | 2 | TAP Communications Clicked Last Year | 2 | |
Total Value of Donations This Year | $5,000 | Total Value of Donations Last Year | $3,000 | |
Volunteer Positions Held This Year | 3 | Volunteer Positions Held Last Year | 2 | |
Volunteer Hours This Year | 25 | Volunteer Hours Last Year | 20 | |
Events Registered This Year | 5 | Events Registered Last Year | 8 | |
Engagement Score HIDE SECTION | ||||
Volunteer | Philanthropic | M.Adams - Can be hidden | ||
Experiential | Communications | |||
Total Engagement Score: | ||||
Event Attendance Summary HIDE SECTION | ||||
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 | ||||
Event Preferences HIDE SECTION | ||||
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 | |||
Community Publishing Preferences HIDE SECTION | ||||
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 | |||
Death HIDE SOME CHECK WITH GA | ||||
Location of Death | Date of Death | M. Adams - It would be worth checking which fields we populate at death in case any can be hidden | ||
City of Death | Date of Death Precision | |||
State/Province of Death | Date of Death Notification | |||
Country of Death | Date Obituary Attached | |||
Notified of Death by | Obituary Link | |||
Coorobated Death Date | Obituary Attached | |||
Cause of Death | Death Corroborated by: | |||
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 % | Lost | |||
Gift Recgnition Credits are anonymous? | Comments | |||
Lost | o | Alert | ||
System Information | ||||
Created by | AQ Conversion, 6/3/2019, 3:43am | Last Modified Source | Manpreet Sidhu | |
Contact Owner | House Account | Contact Source | ||