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The Center for Grieving Children

January 17, 2016 by

After:Before:
Event: GiveCamp 2016
Work Performed:
SalesForce | Graphic Design
Team Members:

Austin Egan - Nonprofit
Jessica Clark - Volunteer
Tavleen Oberoi - Volunteer
David Derman - Volunteer
Kelsey Leljedal - Volunteer

URL: https://www.salesforce.com Project Overview:

● Upgrade to NPSP version 3 - COMPLETED
- Tested upgrade in Sandbox before pushing to Product
- Successfully upgraded to version 3.0 in Product

● Convert to household account model - IN PROGRESS
- Tested conversion to household account model in Sandbox
- Identified data to be cleaned before conversion
- Began cleaning data to ensure clean conversion

● Convert contacts to general contacts (clean up) - IN PROGRESS
- Updated tab views to include most relevant data
- Added workaround so that all new contacts are added as general

● Build customized reports - IN PROGRESS

● Create logo image files with transparent background for marketing and communication publications - IN PROGRESS

● Use transaction processing service to create mobile friendly pages - NOT COMPLETED

● Create event management sites - NOT COMPLETED

● Create thank you responses for donations - NOT COMPLETED

● Create bulk mailings - NOT COMPLETED

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