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On next status call review the revised spreadsheet(s).
Status Meeting Notes - 9 September 2014
Attendees
Brent Mosher - solution consulting team, project manager
Jam Abubakar - professional services
Erin Johansen, TLCS
Kim Gilbert, TLCS
Notes
We deleted existing data in the donor list and prepared the data for upload by creating donor categories and modifying the data to match required columns appropriately.
Next Steps
Next call is Friday Sept 12 status call 9 a.m. Pacific time.
Erin J and Kim G will upload the modified Excel spreadsheet.
On our next status call we will:
- Create items (BigDog, Board Donation, Car, etc.)
- Create classes (restricted and unrestricted)
- Verify what other data should be created
- Prepare to upload donations