Micro Project Overview
Global Change For Portfolio Drops FY18 Q1
Requester: Rebecca Richman
Department: Major and Planned Gifts
Project Type: Data Input/Output
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Please include the following in the global change (file sent by email): 1. Remove current team lead 2. Add current team lead as Previous Assigned Solicitor under Individual Relationship (hand enter name – do not connect records) -Use "Date From" as today’s date -If CoD, add Jackie as team lead -If Monthly, add Christy as team lead 3. Remove Temporary Do Not Solicit code on Bio 1 (if present and DO forgot to update it when s/he changed stage to Dropped) AND Temp Do Not Solicit for spouse (if applicable). -Also remove Walk Only solicit code on Bio 1 if only these two codes are present 4. Change any code of Prospect under Bio 2 tab to Former Prospect 5. Add solicit code of Animal News Must Mail if donor is a Lamplighter. 6. Please let prospect research staff know when drops are completed in RE Thank you, Leslie!
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