 Personal Details | Names and Birthdate | ||||
Deceased? | o | ||||
Contact ID | 0000690006 | Prospect Manager*: | Miranda Adams | M. Adams - Need more information on the Single CRM team's proposal for Contact Owner/Prospect Manager. | |
Name | Ms Hermonie Jean Granger | Contact Type | Alumni | ||
Nickname | null | Secondary Contact Type | Donor | ||
Maiden Name | null | Secondary Contact Type Concatenation | Donor; Staff | ||
Mailing Name | Ms Hermonie Granger | Birthdate | 19/9/1978 | ||
Formal Salutation | Ms Granger | Age | 43 | ||
Informal Salutation | Hermonie | ||||
Significant Exclusions and Handlings | Significant Exclusions | ||||
Do Not Contact | o | Vulnerable Constituent* | 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. | |
Do Not Mail | Influential Alumni | ||||
Do Not Call | |||||
Do Not Solicit | o | ||||
Email Opt Out | |||||
Employment Information | |||||
Primary Employment Link | e349357 | Title | Minister of Magic | M. Adams - I removed from this section: 'Business Address', 'Primary Employment Title', 'Business Address Status', 'Business Address Type', 'Business Address Note'. | |
Employer Name | Ministry of Magic | My rationale was that users can click through on the 'Primary Employer Name' for further information. | |||
Primary Degree/Diploma | |||||
Primary Degree Link | 0677070 | Degree/Diploma | Bachelor of Political, Economic and Social Sciences | 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 | |
School | Arts and Social Sciences | Degree Year | 2000 | Affiniquest help text says it is. This might actually be useful to know. | |
Has Postgraduate Degree? | o | Reunion Pref Year | 1999 | ||
Mailing Address | |||||
Address Preference | Account Mailing | Do Not Mail | o | M.Adams - 'DPID Location' is a new field currently in the Avengers sandbox | |
Mailing Address Status | Active | Mailing Address Type | Home Address | ||
Contact Mailing Address | 3 Ash Road, LONDON E15 1HL, UNITED KINGDOM | RTS Reason | null | ||
Mailing Address Modified Source | Swift | DPID Location | null | ||
Mailing Address Note | Last updated on 2/2/2022 | ||||
Phone and Email | |||||
Do Not Call? | o | Email Opt Out? | o | ||
Phone Preference | Mobile | Email Preference | Business | ||
Phone | +44 5762 589620 | ||||
Mobile | +44 5762 589620 | Personal Email | |||
Mobile Modified Source | Swift | Personal Email Modified Source | Swift | ||
Account Phone | Business Email | ||||
Business Phone | +44 2702 295738 | Business Email Modified Source | Swift | ||
Phone Notes | Last updated on 2/2/2022 | School Email | |||
Fax Opt Out | o | School Email Modified Source | Swift | ||
Fax | Other Email | ||||
Other Email Modified Source | |||||
Email Notes | Last updated on 2/2/2022 | ||||
Contact Picture | |||||
Contact Picture | <image> | ||||
Other Personal Information | |||||
Marital Status | Married | Place of Birth | United Kingdom | 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 | |
Has Children | Yes | Ethnicity | Neither Aboriginal or Torres Strait Islander | status from enrolment in the 'Gender as Student.' | |
Has Grandchildren | Yes | Gender | F | ||
Languages | Pronoun | Her/She | |||
imodules Alternate ID | |||||
Account Details | |||||
Account Name | Ms Hermonie J. Granger and Mr Ronald B. Weasley | Account Capacity | Cap 3 - $100,000 | ||
Account Relationship | Head of Household | Account Readiness | Not Ready | ||
Legal Gift Recognition | |||||
Total Legal Credit | $19,000 | Total Gifts Given | 5 | M. Adams - These are new fields in the Avengers sandbox. | |
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 | |
Average Legal Credit | $325 | Consecutive Years Given | 4 | ||
Largest Legal Credit | $5,000 | Total Account Open Opportunities | $30,000 | ||
Engagement Summary NEW SECTION NEW FIELDS | |||||
Total Communications Clicked This Year | 12 | Communications Clicked Last Year | 12 | ||
SAM eNewsletters Clicked This Year | 8 | SAM eNewsletters Clicked Last Year | 8 | ||
Faculty Communications Clicked This Year | 2 | Faculty Communications Clicked Last Year | 2 | ||
TAP Communications Clicked This Year | 2 | TAP Communications Clicked Last Year | 2 | ||
Total Value of Donations This Year | $5,000 | Total Value of Donations Last Year | $3,000 | ||
Volunteer Positions Held This Year | 3 | Volunteer Positions Held Last Year | 2 | ||
Volunteer Hours This Year | 25 | Volunteer Hours Last Year | 20 | ||
Events Registered This Year | 5 | Events Registered Last Year | 8 | ||
Engagement Score HIDE SECTION | |||||
Volunteer | Philanthropic | M.Adams - Can be hidden | |||
Experiential | Communications | ||||
Total Engagement Score: | |||||
Event Attendance Summary HIDE SECTION | |||||
Most Recent Event Attendance Link | Most Recent Event Registration Link | M.Adams - Affiniquest summary- is non-functional at the moment. | |||
Most Recent Event Attendance Date | Most Recent Event Registration Date | ||||
Most Recent Event Attended | Most Recent Event Registration | ||||
Number of Events Attended | Total Number of Event Registrations | ||||
Total of All Registration Fees | |||||
Event Preferences HIDE SECTION | |||||
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. | |||
Presentation Preferences | Other Preferences | ||||
Community Publishing Preferences HIDE SECTION | |||||
Directory Include Send Email Link | Directory Publish Email | ||||
Directory Publish Address | Directory Publish Employment | ||||
Directory Publish Core Data | Directory Publish Interests | ||||
Directory Publish Education | Directory Publish Phone | ||||
Death HIDE SOME CHECK WITH GA | |||||
Location of Death | Date of Death | M. Adams - It would be worth checking which fields we populate at death in case any can be hidden | |||
City of Death | Date of Death Precision | ||||
State/Province of Death | Date of Death Notification | ||||
Country of Death | Date Obituary Attached | ||||
Notified of Death by | Obituary Link | ||||
Coorobated Death Date | Obituary Attached | ||||
Cause of Death | Death Corroborated by: | ||||
Salesforce Detail | |||||
Is Primary Contact? | Mailing Lists for this Contact | M. Adams - Wondering whether we remove 'Involvement', 'Next Task | |||
Is Secondary Contact? | Involvement | ||||
Legal Credit % | Next Task | ||||
Gift Recognition Credit % | Lost | ||||
Gift Recgnition Credits are anonymous? | Comments | ||||
Lost | o | Alert | |||
System Information | |||||
Created by | AQ Conversion, 6/3/2019, 3:43am | Last Modified Source | Manpreet Sidhu | ||
Contact Owner | House Account | Contact Source | |||