2014-05-29 Meeting notes

Owned by Anonymous
May 29, 2014
1 min read

Date

Attendees

ChildAdvocates

- Stacey Sobel

- Becky LeGette

 

NetSuite

- Abigael Gonida

- Antonio Lim

 

Meeting Summary

  • Discussion of Current Status of Saved Search and Q&A
    • Requirement 1: Donor Reports for Board Meetings
      • Accepted fields showing on the report:
        • Donor: Top Level Parent
        • Amount
        • Donor: ID
        • Donor: Name
        • Donor: First Name
        • Donor: Last Name
        • Donor: Name for Letter Template
        • Donor: Last Calendar Year Donation Value
        • Donor: YTD Donation Value
        • Donor: Reference at CAC
        • Donor: Learned About CAC
        • Online Subscriber Name
      • Revisions done based on needed requirements
        • Summary Type = “Summary” for the following fields:
          • Donor: Top Level Parent
          • Donor: Reference at CAC
          • Donor: Learned About CAC
          • Online Subscriber Name
        • Summary Type = “Sum” for the following fields:
          • Amount
        • Rename field(s):
          • From Online Subscriber Source to Campaign Source
          • From Donor: Last Calendar Year Donation Value to Last FY
    • Requirement 3: CAC – Donors with Donations to Acknowledge BL 12-2

NetSuite Action Items

  • Requirement 1: Donor Reports for Board Meetings
    • Report should be sorted alphabetically by Last Name
    • First screen view of the report should show the following fields:
      • Top Level Parent
      • Amount
      • Campaign Source
    • Campaign Source values for all donations should be listed down to just one Campaign Source field
      • Scenario: 3 donations with 3 different campaign source
      • Result:
        • Campaign Source Field: “value 1, value 2, value3”
  • Requirement 3: CAC – Donors with Donations to Acknowledge BL 12-2
    • There should be one email that will be sent our per Marketing Campaign

Next Meeting Topics 

  • TBD