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As ASR user, we need to understand why certain data are being overwritten by SITS integration so that we can avoid scenarios where a newer data is being reverted back to an older data
Note: 5 to 8 contact fields
Changes required on : All the integration needs to be assessed. (eg., Swift integration/connector and SITS integration)
somebody supplied updated email, changed it in Jarvis, SITS integration run again and wash out the supplied email. (Miranda can take a screenshot)
This one is SITS overwriting first party data added to the system from a alumni updating their details through a ASR campaign. It's probably not students having a donor duplicate record but older alumni with donor duplicate record.
TASK:
All the integration needs to be assessed
Need discussion with each teams in TAP about Accounts and Contacts Structure (Gift admin, Plan giving (Alain, Harpreet, Demelza), Donor relations (Keri, Harriet), Events team (Miranda)
As ASR user, we need a standard procedure documentation for the following:
Understanding of where data is coming from and the validity of data before it is being overwritten manually or by integration
Clear definition of conditions of Matching records so that everyone is aligned on how to Match records.
Understanding of information requirement from GA team to avoid delays in processing
Understand and document the definition of friend so that we know if they are contactable or not
Validate if unsubscribe from Swift are brought back into Jarvis
We need standard procedure for linking a contact to an organization if the contact is an employee do we then create employment record (from Abe’s workshop). Some contacts linked to an account need to be linked as employment relationship apart from the contact to account relationship. We need set of guidelines where to put information which will give way to putting bells and whistles such as validation rules to ensure data are correctly inputted.
How are we recording prior names of a company (from Abe’s workshop). Similar to companies who are subsidiaries or trading as. At the moment they are creating accounts but not sure if they are necessarily linked together. If we are using Account Roles, we should locked the list so that people don’t put in rubbish values.
if we could have a system where we can have some flexibility on where we send our correspondence and not tied to just the primary or secondary contacts (i.e. receipt needs to go to a particular person at a particular address). Correspondence such as pledge reminders, event invitations, solicitations)
we need to pay a lot of attention to names that could lead to duplicate records (i.e. Jennifer as Jenny). Use preferred name and we need to define what name we use for the correspondence (check if there is flexibility on what name to use). For example Benjamin Newton
creating a contact and assigning them as the primary and secondary contact or two different processes, what will often find is that they are contacts on the account but they haven't actually been sent set as a primary or secondary contact.
activity reports in contact and account level, can we define this process more specifically. (Jess’s team use Activity rather than activity reports)
if a contact is updated (i.e. married) do we have a workflow that updates the account name as well? Issues arise for example when one updates contact and assumed that it updates the account as well. (applies to join, separate and decease as well)
As general user, we need understanding/clarity on the use of Account Type on account and why it is a required field but not in the account create screen
As general user, we need to understand the functionalities behind Primary and Secondary contacts so that we can build some workflows on it
As community giving user, we need just to focus on legal credit as opposed to high end donors
As general user, we need to clean up data specially for corporations migrated from Advance where a dummy contact is attached but no primary contact is recorded so that the whole process does not fail specially on receipting.
As general user, we want to clean up and review data imported into Jarvis from Sensis and do the necessary so that they stay up to date.
As general user, we need to clean data so that there no relationship that don’t make sense such as a solicitor in a household account
receipting care of should be migrated into proper contacts
validate on accounts created for corporate contacts. Business rule on contacts that needs to be created as household accounts vis a vis their organization contact. (one of the things you could look at was any household types that maybe there's specified that contact type is a corporate contact or foundation contact or something that is not individual, education, student id if graduand)
As general user, we need to see soft credits on contacts instead of on accounts so that we can directly associate them when looking at the contact record. (@rommel.ngo need to understand Why? What is expected?) Need discussion with +Affinaquest.
As general user, we need efficiencies to be introduced on how to manage exclusion campaigns as they are quite challenging especially to newer staff member who are not familiar with the growing number of exclusion campaigns
As general user, we need to understand what each of the contact types are for and clean up the list sot that they are not ambiguous to users
As general user, we need more robust reports that take into consideration activities based on faculty and giving for instance so that we can better target our constituents
Adding secondary contact to an account does not ask for contact’s role to the account. (from Abe’s workshop)
we need a solution or a procedure to properly represent company hierarchy. i.e. Wespac Annex branches - National Branch, local branch, etc. (from Abe’s workshop)
people are forgetting to link a contact as primary or secondary contact (from Abe’s workshop)
we need to direct users in creating account and put validations to use the correct one for particular type of accounts being created (Account Create Utility). When adding new contact to an account, they are not necessarily aware of the legal credit and recognition credit percentages which causes issues down the track.
new accounts come in as leads and converted to new accounts/contact and there is an issue where they are automatically being created a s alumni
