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Add new Salesforce fields to aid in implementing West Wind fundraising recommendations

Stephen McBride 11 лет назад обновлен slawnikmj 11 лет назад 2
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):

  • 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
Donor Loyalty Tags (3 separate fields: Donor Loyalty; ICA Donor Loyalty; IPR Donor Loyalty). The options would be, respectively:

  • 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
Modify the "Consistent 5 FY Donor" and "Consistent 10 FY Donor" fields to show a count of FYs with gifts (not necessarily consecutive).

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)
And probably some more....
Ответ
slawnikmj 11 лет назад
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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Завершен

Additional Projection Room

schmittaf 12 лет назад обновлен Margaret Fako 11 лет назад 2
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.
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schmittaf 12 лет назад обновлен 12 лет назад 0
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

ensigncd 11 лет назад 0
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Запланирован

Develop a solution to push notifications for employees

schmittaf 12 лет назад обновлен slawnikmj 11 лет назад 7
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-
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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.

Mary Ellen Newport 11 лет назад обновлен Margaret Fako 11 лет назад 1
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

schmittaf 12 лет назад обновлен 12 лет назад 0
Ideally with a mobile applications.
Shouldnду»t have to drive into the office to send an emergency message.
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Consolidate and Install SQL 2012 DB and Report Server

bondurantdt (Manager) 12 лет назад обновлен 11 лет назад 0
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. 
Ответ
bondurantdt (Manager) 11 лет назад

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

schmittaf 12 лет назад обновлен 12 лет назад 0
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

schmittaf 12 лет назад обновлен 12 лет назад 0
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.

Сервис поддержки клиентов работает на платформе UserEcho