Micro Project Overview

CoD Lists For Coding Updates

#00468

Requester: Jackie Poliseo

Department: Annual Giving

Project Type: Data Input/Output

Requested: 01/17/18

Due: 01/31/18

No assets were uploaded


Description

Hello. In reviewing records (or really just happening upon them), I believe there are still some inconsistencies and errors in Circle of Discovery coding (especially related to the "old CoD") and I'd like to try to review and clean these up, so the those who belong in CoD are coded correctly, and those that aren't are still getting the appropriate communications and/or solicitations. I'd like to request (RE ID, Name, Key Indicator and Team Lead included): - A list of all donors with an Active Circle of Discovery Membership (Including "Circle of Discovery" level - the old category) - A list of all donors with a Lapsed Circle of Discovery Membership (Including "Circle of Discovery" level - the old category) - A list of all donors with a Circle of Discovery Cons Code (with CoD membership level and expiration date included) My hope is to compare these lists to make sure that everyone is coded correctly, then to request any global changes to update them accordingly. Thank you.

Connected to existing project brief?

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