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2023-11-29 AQ Consultation Session 9

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\uD83D\uDDD3 Date

\uD83D\uDC65 Participants

 📹 Recording

\uD83E\uDD45 Goals

  • Overview Smartchbatch 2.0

  • Challenge Gifts,

  • 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

  • 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 before we enter. But the pledge reminder is coming out as AUD but donor might be confused if they pledged in a different currency.

  • we can use LL Currencies Table.

  • we are seeing increasing amount of pledges in foreign currency. like on a weekly basis.

  • we can look at anonymity - show name not amount, show amount not name
  • setup a session for LL-Currency training, cover pledges and pledge payments, and review if it transfer the stamp to the modified transaction.
  • VSE Category on transaction, how is this populated
  •  
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⤴ Decisions

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