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AVE-216 ASR Contact Page Layout Redesign
- rommel.ngo
- Miranda Adams
 Personal Details | Names and Birthdate |
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Deceased? | o | Vulnerable Constituent | o |
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Contact ID | 0000690006 | Prospect Manager: | Miranda Adams | M. Adams - Need more information on the Single CRM team's proposal for Contact Owner/Prospect Manager. |
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Name | Ms Hermonie Jean Granger | Contact Type | Alumni |
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Nickname | null | Secondary Contact Type | Donor |
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Maiden Name | null | Secondary Contact Type Concatenation | Donor; Staff |
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Mailing Name | Ms Hermonie Granger | Birthdate | 19/9/1978 |
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Formal Salutation | Ms Granger | Age | 43 |
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Informal Salutation | Hermonie |
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Account and Household Information |
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Account Name | Ms Hermonie J. Granger and Mr Ronald B. Weasley | Marital Status | Married |
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Account Relationship | Head of Household | Has Children | 2 |
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Account Capacity | Cap 3 - $100,000 | Other Family Relations | No |
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Account Readiness | Not Ready |
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User Initiated Handling | Significant Exclusions |
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Do Not Mail | o | Do Not Contact | o | M. Adams - I note the Avengers/Wellbeing/Single CRM are looking into the best solution for 'Vulnerable Constituent', a reason picklist and a 'Do Not Engage' checkbox. |
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Do Not Call | o | Do Not Solicit | o |
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Email Opt Out | o |
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Advancement Initiated Handling |
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Is Influential Alumni? | o | Special Category | o |
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Primary Degree/Diploma |
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Primary Degree Link | 0677070 | Degree/Diploma | Bachelor of Political, Economic and Social Sciences | M. Adams - I removed from this section: 'Business Address', 'Primary Employment Title', 'Business Address Status', 'Business Address Type', 'Business Address Note'. |
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School | Arts and Social Sciences | Degree Year | 2000 | My rationale was that users can click through on the 'Primary Employer Name' for further information. |
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Employment Information |
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Primary Employment Link | e349357 | Title | Minister of Magic | M. Adams - I removed from this section: 'Institution' as this should be obvious (USYD). I suggested we rename 'Pref Year' to 'Reunion Pref Year' as that is what the |
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Employer Name | Ministry of Magic |
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| Affiniquest help text says it is. This might actually be useful to know. |
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Mailing Address |
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Address Preference | Account Mailing | Mailing Address Type | Home Address | M.Adams - 'DPID Location' is a new field currently in the Avengers sandbox |
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Mailing Address Status | Active | RTS Reason | null |
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Contact Mailing Address | 3 Ash Road, LONDON E15 1HL, UNITED KINGDOM |
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Mailing Address Modified Source | Swift |
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Mailing Address Note | Last updated on 2/2/2022 | DPID Location | null |
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Phone and Email Preference |
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Phone Preference | Mobile | Email Preference | Business |
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Phone | +44 5762 589620 |
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Phone, Email and LinkedIn |
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Mobile | +44 5762 589620 | Personal Email |
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Mobile Modified Source | Swift | Personal Email Modified Source | Swift |
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Account Phone |
| Business Email |
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Business Phone | +44 2702 295738 | Business Email Modified Source | Swift |
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Phone Notes | Last updated on 2/2/2022 | School Email |
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Fax Opt Out | o | School Email Modified Source | Swift |
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Fax |
| Other Email |
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LinkedIn Address |
| Other Email Modified Source |
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LinkedIn Notes |
| Email Notes | Last updated on 2/2/2022 |
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Engagement Summary |
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Total Campaigns Received YTD | 12 | Total Campaigns Received Last Year | 12 |
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No. of Campaigns Clicked YTD | 8 | No. of Campaigns Clicked Last Year | 3 |
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No. of TAP eNewsletters Clicked YTD | 4 | No. of TAP eNewsletters Clicked Last Year | 1 |
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No. of Campaigns Participated YTD | 2 | No. of Campaigns Participated Last Year | 1 |
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No. of Campaigns Registered YTD | 2 | No. of Campaigns Registered Last Year | 1 |
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Most Recent Campaign Interacted v4 field moved | 2023 Hogwarts Tax Appeal |
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Most Recent Campaign Interaction Date v4 field moved | 14/10/2022 |
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Other Personal Information v4 section changed |
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Place of Birth | United Kingdom | Gender | F | M. Adams - Suggesting we consider creating a 'Gender as Student' field to go with 'Gender'. This would allow us to change 'Gender' while returning the original |
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Ethnicity | Neither Aboriginal or Torres Strait Islander | Pronoun | Her/She | status from enrolment in the 'Gender as Student.' |
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Languages |
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Legal Gift Recognition HIDE SECTION |
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Total Legal Credit | $19,000 | Total Gifts Given | 5 | M. Adams - These are new fields in the Avengers sandbox. |
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Most Recent Legal Credit Amount | $5,000 | Most Recent Legal Credit Campaign | 2023 Hogwarts Tax Appeal | M. Adams - If need be, this section should be hidden from Single CRM users outside TAP as it relates to giving |
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Average Legal Credit | $325 | Consecutive Years Given | 4 |
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Largest Legal Credit | $5,000 | Total Account Open Opportunities | $30,000 |
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Engagement Score HIDE SECTION |
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Volunteer |
| Philanthropic |
| M.Adams - Can be hidden |
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Experiential |
| Communications |
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Total Engagement Score: |
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Event Attendance Summary hide section |
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Most Recent Event Attendance Link |
| Most Recent Event Registration Link |
| M.Adams - Affiniquest summary- is non-functional at the moment. |
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Most Recent Event Attendance Date |
| Most Recent Event Registration Date |
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Most Recent Event Attended |
| Most Recent Event Registration |
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Number of Events Attended |
| Total Number of Event Registrations |
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| Total of All Registration Fees |
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Event Preferences hide section |
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Accessibility Preferences |
| Food Preferences |
| M. Adams - These can be hidden. The events team does not want to use them as disablements can be permanent or temporary, food preferences can change. Is not worth tracking. |
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Presentation Preferences |
| Other Preferences |
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Community Publishing Preferences hide section |
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Directory Include Send Email Link |
| Directory Publish Email |
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Directory Publish Address |
| Directory Publish Employment |
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Directory Publish Core Data |
| Directory Publish Interests |
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Directory Publish Education |
| Directory Publish Phone |
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Death |
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Notified of Death by |
| Date of Death |
| M. Adams - It would be worth checking which fields we populate at death in case any can be hidden |
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Obituary Link |
| Date of Death Precision |
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Corroborated Death Date |
| Date of Death Notification |
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Death Corroborated by: |
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Salesforce Detail |
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Is Primary Contact? |
| Mailing Lists for this Contact |
| M. Adams - Wondering whether we remove 'Involvement', 'Next Task |
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Is Secondary Contact? |
| Involvement |
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Legal Credit % |
| Next Task |
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Gift Recognition Credit % |
| Comments
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Gift Recgnition Credits are anonymous? |
| Alert |
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imodules alternate ID v4 field moved |
| Lost v4 field moved |
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Contact Picture |
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Contact Picture | <image> |
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System Information |
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Created by | AQ Conversion, 6/3/2019, 3:43am | Last Modified Source | Manpreet Sidhu |
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Contact Owner | House Account | Contact Source |
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