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Started
Add new Salesforce fields to aid in implementing West Wind fundraising recommendations
In order to implement some of the West Wind fundraising recommendations (greater segmentation, donor loyalty tags, customized ask strings, annual donation reminders, etc), it would be helpful to have additional Salesforce fields. I've worked with Maya Gasuk to identify these, and it's a big list (I can prioritize if necessary):
Last and largest gift details (hard or soft credit gifts):
And add some additional fields to Account:
Last and largest gift details (hard or soft credit gifts):
- Last gift amount
- Last gift date
- Largest gift amount
- Largest gift date
- Last ICA gift amount
- Last ICA gift date
- Largest ICA gift amount
- Largest ICA gift date
- Last IPR gift amount
- Last IPR gift date
- Largest IPR gift amount
- Largest IPR gift date
- Last Other gift amount
- Last Other gift date
- Largest Other gift amount
- Largest Other gift date
- Loyal 3+ (Previous FY Total Combined > 0 AND Previous FY2 Total > 0 AND Previous FY3 Total > 0)
- Loyal 2 (Previous FY Total Combined > 0 AND Previous FY2 Total > 0 AND Previous FY3 Total = 0)
- Lybunt (Previous FY Total Combined > 0 AND Previous FY2 Total = 0 AND Lifetime Combined > Previous FY Total Combined + Current FY Total Combined)
- New last year (Previous FY Total Combined > 0 AND Lifetime Combined = Previous FY Total Combined + Current FY Total Combined)
- Sybunt 1-2 (Previous FY Total Combined = 0 AND Gifts in 1 or 2 of the last 5 fiscal years)
- Sybunt 3+ (Previous FY Total Combined = 0 AND Gifts in 3 or 4 of the last 5 fiscal years)
- Lapsed (Lifetime Combined > Current FY Total Combined AND no gifts in the previous 5 fiscal years)
- Non Donor (Lifetime Combined = Current FY Total Combined)
- ICA Loyal 3+
- ICA Loyal 2
- ICA Lybunt
- ICA New Last Year
- ICA Sybunt 1-2
- ICA Sybunt 3+
- ICA Lapsed
- ICA Non Donor
- IPR Loyal 3+
- IPR Loyal 2
- IPR Lybunt
- IPR New Last Year
- IPR Sybunt 1-2
- IPR Sybunt 3+
- IPR Lapsed
- IPR Non Donor
And add some additional fields to Account:
- Last Parent Year - Camp
- Last Parent Year - Academy
- Total # of Parent Years
- Total # of children who have attended Camp or Academy
- Roll up to account (from students' contact record):
- "Most Recent Academy App"
- "Most Recent Camp App(s)"
- Last Patron (ticket buying) Year
- Concatenated list of Patron Years (ie. Patron Years: 2011, 2012, 2013)
- Count of Patron Years (total # of calendar years in which they bought tickets)

Answer
slawnikmj
fa 11 anys
Thanks, Steve. We likely will need to break this up and prioritize each piece. I expect we'll do that in a meeting.

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Completat
Additional Projection Room
Currently classes are being held in the existing room.
A room that needs to be dark and darkenable.
Current architecture of the building does not lend itself well to this usage.
A room that needs to be dark and darkenable.
Current architecture of the building does not lend itself well to this usage.

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Authentication System
Better Password / system management in general for students and faculty. Resolve pain around tracking multiple credentials for different systems

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Webpage for checking student personal accounts
Instead of multiple people using the same Hotel Salesforce login, can we have a web page that doesn't require SF login - and that is all it does.

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Planned
Develop a solution to push notifications for employees
It would be very useful to push notifications to employees directly from OSX. Here is one possible solution.
https://pushio.zendesk.com/entries/25242947-Step-By-Step-Setup-Instructions-OS-X-
https://pushio.zendesk.com/entries/25242947-Step-By-Step-Setup-Instructions-OS-X-

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Completat
hi, all, i have an invitation to buy google glass. i probably have to act soon in order to get a pair. $1500 for a pair. plan to record ecology activities in the field for absent students and online course.
hi, all, i have an invitation to buy google glass. i probably have to act soon in order to get a pair. $1500 for a pair. plan to record ecology activities in the field for absent students and online course.

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Find alternatives to Informacast or EverBridge
Ideally with a mobile applications.
Shouldnду»t have to drive into the office to send an emergency message.
Shouldnду»t have to drive into the office to send an emergency message.

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Completat
Consolidate and Install SQL 2012 DB and Report Server
We have many disparate SQL servers. Now that we have the Cisco UCS BladeCenter it makes both financial and performance sense to consolidate these and move them to the latest version of SQL. This will also be the location for all legacy app DBs. The report server will allow for custom SQL reports to be written and viewed over the web.

Answer
bondurantdt (Manager)
fa 11 anys
SQL 2012 Server has been installed along with a reporting server. Consolidation of DBs will be broken down into individual task items as some of these will be no small amount of effort.

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Additional Projector for WH Conference Room
Creative writing would like an additional projector in the WH conference room so that two classes could be given at once. This would also be handy for meetings.

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Recording High Quality Video
Thanks to the purchase of the new camera, we hope to be able to do this on our own. Aimн©, Chris, Anne-Marie and Mika will need some support and training as we learn to convert files in Handbrake and edit in iMovie before uploading to Squarespace. Jeremy and Aimн© are taking the lead on this.
Customer support service by UserEcho