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Covering Account (Affiliation) and queue for the approval process for pledges
\uD83D\uDDE3 Discussion topics
Item
Notes
Ticket / Actions
1
SmartBatch 2.0
there is a toggle to switch between SmartBatch 2.0 and the old version. It’s designed so that you can switch back and forth even within the same batch
It’s just user interface that make it user friendly. It’s been rolled out in phases. v.25 the outright gifts, v26, they added more methods (crypto, planned gift)
fields can be configured (the configuration can be locked down). we have sets of fields for each page layout “Cash,Check ACH,etc.”, Securities and Crytpo, “Pledge & Grant”
there is a new mini view of what is the most recent appeal that account has received
Designation can have alerts and it shows as “i” icon beside the designation.
the renamed the “Bill” to “Send Reminder”
files attachment is an icon now.
smartbatch 2.0 will transfer custom field data into the target object. it has to be same API name and data type is compatible.
files attachment can’t be edited, you need to attach a new version (download and reupload). we store our documentation in sharefile but we don’t use salesforce attachment because we can’t edit the file. We can build integration to upload files in bulk.
Total fields are still being refined by AQ and Priscila will share the final specification of how the totals are calculated
If we add custom field on SmartBatch and we need to delete the field, you have to remove it from SmartBatch 2.0 else it will reset.
we can look at anonymity - show name not amount, show amount not name
set up a meeting next year and discuss how we want to configure smartbatch 2.0
Priscila Tello-Vela is working on presentation on release 25/26 and will discuss the methods available in Smartbatch 2.0
we need to review some of our flows that will no longer be needed when smartbatch 2.0 transfers custom field data
Priscila Tello-Vela to provide how the totals are being calculated on smartbatch 2.0 gift entry screen
2
foreign Currency gifts
when we converted data, we just converted everything to totally anonymous, we have lost the data on partial anonymity
how do we use the currency, at the moment we convert to AUD before we enter in smartwatch. But the pledge reminder is coming out as AUD and donor might be confused if they pledged in a different currency.
we can leverage LL Currencies Table, to maintain the exchange rate
we are seeing increasing amount of pledges in foreign currency. like on a weekly basis.
there could be a difference between the pledge converted amount and the payment converted amount
setup a session for LL-Currency training, cover pledges and pledge payments, and Priscila to review/test if it transfer the stamp to the modified transaction if we do batch correction.
3
VSE Category
we haven’t used VSE Category
there is VSE category in transaction when the gift was received
we have our own report.
other institutions are able to do reporting like what was they're giving like at the time when they were students as It's stamped on the transaction and not the gift itself. If they made pledge as student and then they make payments as alumni you are able to see that transition
he Vsc constituent category that stamped on the transaction is of what the Vsconi constituent category is of the primary contact on the household.
Check how VSE Category on transaction is being populated for organistion
4
AQ Inspector
we used it during conversation but
it broke a couple of releases back due to salesforce update
on v26 it is back to working
if you want to see how the Vsc. Constituent category is populating, it will be easier to just run an A/C inspector report and see that picklist value on the gift and pledge on the transaction object rather than doing it to salesforce reports
you can now build engagement scoring on custom objects
something to consider
we don’t always have the appeal linked in imodules form
we don’t use Gift Compass either
6
enhancement to gift/pledge correction batch
Gift Date and Gift Credited Date fields on Gift Correction Batch when adding new transaction
steps
pledge correction batch
enter an account and pledge to modify
click add schedule, Priscilla encountered an unknown error
to be able to modify closed/paid pledges
in the bulk entry being able to filter to specific account/pledge would be great as the pledges we want to modify are all having the same designation and campaign
reference id not coming across
there is AQ user group in trailhead
Priscila Tello-Vela to investigate error encountered in AQ org when testing adding scheduled to pledge correction batch
Priscila Tello-Vela to inquire if this part of the rollout - gift date on gift correction batch when adding new schedule
Priscila Tello-Vela to inquire about the rollout of this request - pledge correction enhancement about modifying paid pledges and bulk entry enhancement
Priscila Tello-Vela to inquire about the rollout of this request - pledge correction enhancement about reference id not copying across
AQ Issue on Gift Date when creating Pledge and Payment in one batch if using the Gift Date override
particularly hard for EFT as the gift date is different than the date of transfer
it doesnt allow you have different dates. EFT’s we want the date the funds hit the uni account not the date we process but smartbatch is not allowing us
Priscila Tello-Vela to check if fixed in release 26, Issue on Gift Date when creating Pledge and Payment in one batch if using the Gift Date override
we have more and more scenarios where we needed to void payment, modify pledge, and reenter payment and different things get broken.
Priscila Tello-Vela to review how to improve the process of modifying third party payment against pledge
Priscila Tello-Vela - add training on third party payments. This is part of the issue with method being pledge soft credit, and if soft credit is modified, it does not fix the original gift.
