2023-11-22 AQ Consultation Session 7

\uD83D\uDDD3 Date

21 Nov 2023

	Item	Notes	Ticket / Actions
1	matching gift	business raised we didn’t have consolidated gift entry type Consolidated Matching Gifts To enable the feature: Add the Entry Type of "Consolidated Gift" to the Method (AQB__Method__c) picklist on the Batch Item object. we entered the original pledge amount with the fee but it wouldn’t let us enter the payment minus the fee. Gift fee https://support.affinaquest.com/hc/en-us/articles/360050346032-Fees - we don’t use this. HEP database is available in Australia as confirmed by Priscila but does not necessarily robust (AQ updates the database automatically) Good to Gift and Benevity (lots of companies in different territories) challenged fund, what would be the best option, put them in one fund or transfer them to their actual designation	Activate consolidated gift picklist Priscila to look into Fees functionality Priscila to look into
2	Organisation account changes	Old account name (org) would be recommended to be kept and create a new account. account.type picklist values from AQ a proposal lock down Parent id on account.	TAPSS-944 - Getting issue details... STATUS lock down parentid on account only available to GA
3	Pledge Batch Correction	Move designation (feed batches) build report what needs to be moved and group by method we could use the report to select which ones
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