Date

13 Jun 2014

Attendees

Stacey Sobel
Becky LeGette

Abigael Gonida
Tony Lim

Discussion items

Discussions:

1. Tony presented the Donations This FY by Ranges per Household. This is similar to Kevin's saved search but it was based on a transaction search and was further modified to meet the requirement of Child Advocate and that is to capture the total donations for the year and placed it to the right bucket range.

A copy of the said search was created under the name of Stacey and Becky.

Action item: Becky will create a custom field called Last Name and will need to update the said field on all donor records (both company and individual types). After doing this, Becky will modify the saved search to include the new custom field Last Name and group it so that they can sort the result by last name.

2. Abigael discussed the Donor Reports for Board Meetings saved search results.

Action items: Abigael to show the Last Year Donations and Year to Date Donations in the Summary results. Likewise, Becky will include the new custom field Last Name to this search for reporting purposes.

3. For CAC - Donors with Donations to Acknowledge – Email saved search, Abigael will set up a separate meeting on Monday to further discuss this saved search. The line was not clear during the discussion of this search and we opted to set a separate meeting for this one.

Action item: Abigael to send a separate meeting invite for the meeting on Monday, 06/16/2014.

Final meeting has been tentatively set on 06/18/2014, Wednesday morning.

Browser not supported