Local Experts Meeting April 24, 2014

Agenda Welcome/Introductions –Project/Enhancement Update –Speaker: Chris Schuster – demo of Major Gifts Itinerary/Directory Information Updates/Requests since Prior Meeting –Updates to DARCY Info website –ServiceNow: Organizing General vs DARCY tickets –Copying Local Experts on s (added as ‘watcher’ to tickets) –DARCY Training –In DARCY: home address changes to current, but phone # doesn’t –Status on Diacritical Marks on Name Cool Things to Share (functional perspective) Open Discussion May Meeting Agenda Planning: –May 20 th meeting 2

Welcome/Introductions Project/Enhancement Update Speaker: Chris Schuster –Demo of Major Gifts Itinerary/Directory Information

Updates/Requests from Prior Meeting Project Updates on DARCY website –Added more info to Project Updates –Moved Geocode links from Revenue subpage to General subpage –‘Did You Know’ communication went out on Resources page ServiceNow: General vs DARCY tickets –‘Organizing ServiceNow Tickets’ guide on hold until personalize list icon functionality available Copying Local Experts on s –Looking into ‘watcher’ to tickets functionality DARCY Training –Interim Overview: Constituent, Revenue, Prospect courses added up to June –Revenue and Recognition courses added up to June 4

Updates/Requests from Prior Meeting In DARCY: home address changes to current, but phone # doesn’t Status on Diacritical Marks on Name –Kate Nimety presented to Local Experts June 2013 Recommended: If diacritical marks or special characters are required to accurately represent a constituent or business, the recommendation is to include them only in the Mail Label Name or a Custom Name field, and use that field in output for reports and/or mailings. –We do have the ability to include diacritical marks in DARCY, but with the following considerations: If included in the Alias or Mail Label Name (custom names), the name must match the feed to/from Harris, otherwise it will change every day If included in the System Name, the “fuzzy search” option must be checked in order to find the constituent with a character in the name If included only in the custom names, the System Name would be cleansed of all diacritics, and would not “feed” the custom names. All custom names would need to be manually typed. 5

Cool Things to Share

Open Discussion 7

May Meeting Agenda Planning Speaker for May 8