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- Create items (BigDog, Board Donation, Car, etc.)
- Create classes (restricted and unrestricted)
- Verify what other data should be created
- Prepare to upload donations
Status Meeting Notes - 12 September 2014
Attendees
Brent Mosher - solution consulting team, project manager
MarJ Bonita - professional services
Jam Abubakar - professional services
Erin Johansen, TLCS
Kim Gilbert, TLCS
Notes
All donor data is uploaded successfully to the system - this was completed by Erin and Kim.
The purpose of this meeting was to prepare the system to upload donations by creating items to represent donation types.
During the meeting MarJ showed the team how to create classes - this was to handle restricted and unrestricted donation types.
Additionally MarJ showed the team how to create items. It was decided to create Non-Inventory Items for Sale with a price of $1 to represent the donation types. As an example, MarJ created the BigDog donation type as an item.
Next Steps
Erin and Kim will create the additional required donation types as items.
Erin and Kim will prepare the donation data for upload.
During the next meeting we will walk through uploading the donation data as well as clean up and hide unnecessary fields on the Cash Sale form.
Next call is Wednesday Sept 17 status call 2 p.m. Pacific time.
Status Meeting Notes - 1 October 2014
Attendees
Brent Mosher - solution consulting team, project manager
MarJ Bonita - professional services
Jam Abubakar - professional services
Erin Johansen, TLCS
Kim Gilbert, TLCS
Notes
Prior to the status call, TLCS had provided an updated donor file. MarJ had uploaded all donors and donation data prior to the status call. He updated the team on the uploads he did, and reviewed the changes he needed to make to the data to finalize the upload. He needed to make some changes to the data as in some cases donors were classified as companies but donations had come in under individual names.
MarJ reviewed the uploaded data with the team. The TLCS team validated that they would be comfortable from here managing the data going forward.
The project is complete!