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2023-12-08 AQ Consultation Session 11

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\uD83D\uDDD3 Date

\uD83D\uDC65 Participants

 📹 Recording

https://uni-sydney.zoom.us/rec/share/_t7eyp05pDNkDvimulo6RExt5nWGqLpjnvKrxKaCthgWiz_-R51AeRWJ0KRY4bKt.j4PeC9xCiILDMgmP
Passcode: P$hwv6g6

\uD83E\uDD45 Goals

  • Covering Account

  • Matching Gift

  • Spreadsheet

  • LL currency

  • fees

\uD83D\uDDE3 Discussion topics

Item

Notes

Ticket / Actions

1

Covering Account

  • use Affiliation object

  • tick Award Gift Credit tick box

  • Our scenario is more of Organisation account with soft crediting a particular contact

  • in UAT when we tested, it is forcing to give 100% LC in SmartBatch before batch can be closed.

  • run a data integrity report to see how many organisations currently have legal credit on a contact?
  • Test GRC on an org gift which shouldn’t force 100% LC in latest version
2

Matching Gifts

3

4

5

6

7

8

9

10

11

⤴ Decisions

  • No labels