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Key

Summary

Remarks

Fix versions

Confluence Page Link

AVE-16

Contact Type' Remap

Contact impacted wellbeing will block – needs to be revisited now in a shared environment 

  • In this ticket we will deactivate the identified picklist values 

  • Refer to confluence page AVE-16 Contact Types 

  • Data cleaning proposal AVE-16 - Getting issue details... STATUS  

(tick) Wellbeing approved 

(tick) Hogwart approved  

AVE R2

AVE-16 Contact Types

AVE-39

Naming definitions

contact impacted – will need to be revisited in the shared environment to see if it is TAP only plus there is more tickets on naming in PL 

  • We hid a bunch of Account and Contact fields that are not being used by TAP 

  • We added some fields on Contact and Account  code may conflict – more work required Accounts – different page layout not a common layout- Can retain layout profile -  which page layout  Sunil Thumbs- everyone 

  • Contact Lightnivg v4 lay out used by TAP  

(tick) Wellbeing approved 

(tick) Hogwart approved  

conflicts in merging the page layout. In UAT as part of validation, we need to make sure all WB fields are in tact. Add in acceptance criteria on which layouts and profile

AVE R2

AVE-51

Interests object field for storing disinterest

  • Added field called inclination.  

(tick) Wellbeing approved 

(tick) Hogwart approved  

AVE R2

AVE-101

Consolidation of Organization and Corporation Record Types on Account

account impacted. Should be fine it is just consolidation of two into on type   

  • Retain Organization Account record type and deactivate Corporation 

Backlog – post release action required  
(tick) Wellbeing approved 

(tick) Hogwart approved  

AVE R2

AVE-102

Industry Field Standardisation

0n leads employment and account – need to review if any impact  

  • Add new global picklist for industry for Account, Lead, Employment, objects 

AVE R2

AVE-102 Industry Cleanup

AVE-107

Accounts and Contacts Addresses Workflows

need optimization

Accounts and Contacts Addresses Workflows – contact/account impacted – fields are force capitalised for AUS post standards to create consistency should all be fine though for wellbeing as its improved data quality. 

  • Make RTS reason mandatory field if address is marked as RTS for Account and made the field dependent field of mailing status (seems to be an issue with account

  • Made suburb, state and country capitalized. 

  • Activate former in picklist of Alternate Channel 

  •  

(tick) Wellbeing approved 

(tick) Hogwart approved  

AVE R2

AVE-107 Address Management

AVE-139

Remove the Is Active field from the Phone, Email, Internet Address, Social Media record types

alternate channels shouldn’t be an impact 

  • Not sure why the field is still there though? 

AVE R2

AVE-147

Ensure Legal Credit Percentage on new Contact

contact - shouldn’t be an impact 

  • When adding contact to a household account, LC and GRC are calculated. This is triggered when Account Contact Relationship is created. 

  • Make LC and GRC on contact not editable 

AVE R2

AVE-216

Changing Layout for Contacts to group fields more logically

AVE R2

AVE-216 ASR Contact Page Layout Redesign

AVE-254

Replicate AQ Address Synching for RTS reason field

AVE R2

AVE-258

Summary Fields about a Contact's Campaigns engagement

AVE R2

AVE-84, AVE-458 Contact Page Giving Statistics based on Legal Credits

AVE-284

Change Flows for when a contact is added to Influential Campaign that creates alert on Contact

AVE R2

AVE-292

Retire Post-event Evaluation Campaign Record Type 

AVE R2

AVE-322

Theme on ASR campaigns.

AVE R2

AVE-333

Standardise 'Type' picklist for selected Campaign Record Types

AVE R2

AVE-353

Automatically create a Decease Case when contacts turn 105 

AVE R2

AVE-458

Testing Only - Contact Level gift statistics based on Legal Credits

AVE R2

AVE-79

Contact pairs

AVE R3

AVE-477

Events Page Layout for ASR Users

AVE R3

New Events Page Layout for ASR Users

AVE-486

ASR Permissions to create 'New' USYD Insights from the Contact

AVE R3

AVE-487

Review USYD Insights record types and change the column header at the top of the USYD Insights page (Refinement only)

AVE R3

AVE-490

Move Campaign History tab up

AVE R3

AVE-491

Account page layout (Household)

AVE R3

New Account (Household) Page Layout for ASR users

AVE-496

Account page layout (Organisational)

AVE R3

New Account (Organisational) Page Layout

AVE-516

Planned Giving added as picklist option for Teams in all Campaign Record Types

AVE R3

AVE-521

Change header column for Event Attendance and Event Guests from 'Event Start Date' to 'Event Start Date and Time'

AVE R3

AVE-399

Customisable Campaign Influence (Additional Design & Development ticket)

AVE R4

Customisable Campaign Influence

AVE-84

Contact Level gift statistics based on Legal Credits

AVE R5

AVE-84, AVE-458 Contact Page Giving Statistics based on Legal Credits

AVE-106

Phone and Email Integrity

analysis and design

AVE R5

AVE-106 Phone Number and Email integrity

AVE-357

Remove picklist values from the 'Attendance' field in Event Guests object

AVE R5

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