Approval
Approved | Comments |
|---|---|
<insert> |
Reviewed | Comments |
|---|---|
<insert> | |
Household Accounts Contacts:
Household Contact awarded with Legal Credit Amount is a Donor (regardless if funds not received, caveat: AQ has issues with GRC for voided written off gifts which still shows legal credit)
Household Contact whose Account is awarded a soft credit is a Donor (with or without legal credit award)
Household Contact with no legal credit and whose Account does not have any soft credit is NOT a Donor
Corporate Accounts Contacts:
Organisation Contact awarded with Legal Credit Amount is a/NOT a Donor? - why contacts would be directly linked to an Organisation instead of their household account? Contact should only be directly linked to an organisation if they don’t have their household account.
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
Organisation Contact with Soft Credit on their Account. Wouldn’t it make more sense if we only allow Soft Credit to Household accounts to cascade the credit to an individual? What would be a scenario where we would be needed to Soft Credit an Organization?
scenarios:
matching gift:
org that matched the gift should not get "credit"
the employee who made the gift should get the "credit" for the donation and the matched gift.
Clean Up Activities TAP-211
Household Contacts with legal credit should be Donors (i found 20 records to investigate/clean)
Household Contacts without legal credit
if it has a soft credit it should be donor (i found 3 records to investigate/clean)
else it should NOT be donor (i found 3,757 records to investigate/clean)
Organisation Contacts with legal credit