- Approve Cleanup
Changes History
Date | Change | Comments |
|---|---|---|
| Remove “Patient” as a Primary Contact Type | Remove and replace with specific primary contract type based on individual circumstances. If not any of the above then friend - also added to grateful patient category - ** Automatic tag: “Do not contact” |
| Remove “Parent of Student - Alumni” as a Primary Contact Type | Make a secondary contact type of all Primary contact types |
| Leave “Alumni Affiliate” | To be reviewed at a later date - for now please leave Alumni Affiliate as a primary contact type. |
“Alumni Affiliate” added as Secondary Contact Type | To Donor, Staff or Former Staff, Organisation Contact | |
| Split of Staff or Former Staff and Student or Graduand |
Agreed Contact Types
Primary | Secondary (None or any of the types) | Comments | |
|---|---|---|---|
⬇️ | Alumni | Donor Staff Former Staff Graduand Student Organisation Contact Parent of Student - Alumni | (Student- for SINGL we might be tracking Alumni who is again studying) |
⬇️ | Donor | Staff Former Staff Graduand Student Organisation Contact Parent of Student - Alumni Alumni Affiliate | Alumni Affiliate studied at various institutions that Sydney Uni acquired over the years. |
⬇️ | Staff | Graduand Student Organisation Contact Parent of Student - Alumni Alumni Affiliate | |
Former Staff | Graduand Student Organisation Contact Parent of Student - Alumni Alumni Affiliate | ||
⬇️ | Student | Graduand Organisation Contact Parent of Student - Alumni | |
Graduand | Organisation Contact Parent of Student - Alumni | ||
⬇️ | Organisation Contact | Parent of Student - Alumni Alumni Affiliate | |
⬇️ | Friend | Parent of Student - Alumni | |
⬇️ | Alumni Affiliate | Parent of Student - Alumni | |
Gift Driver flow might need updating based on changed in Contact Types. Attached herewith is a diagram that Sakshi has done:
