Completed
 
 
 
 
 
Engage
Design
Writing
IRA & Appreciated Assets year-end email
Email Marketing ? Gift Planning (GPL)
Due Open Deliverables Open Emails
11-06-2024 0 / 7 0 / 2
Project Lead Project Team
David Houder CS Robert Mack   W Matthew Coleman
Sponsor Information
Estate and Gift PlanningBussey QuackenbushMarketing Specialist
Deliverables
DeliverableDraft DueDue DateStatusAssigned TeamNotes 
Email Header11-01-2024CompletedRobert Macka year-end IRA rollover email, targeting ages 70.5 plus.?? ??
Email Header11-01-2024CompletedRobert Macka year-end appreciated assets email, targeting ages 50-70.4?? ??
Impact VideoCompletedBrenton RichardsonIf there is already an impact video that would be appropriate to include. Last year we included the video of Tori Bindi. ?? ??
Opening Text11-04-2024CompletedMatthew ColemanWe will also need some opening text, to go with the technical information. ages 70.5 plus.(Attached is the technical text for the bottom half of the two emails.)?? ??
Opening paragraph text11-04-2024CompletedMatthew ColemanWe will also need some opening text, to go with the technical information. ages 50-70.4 (Attached is the technical text for the bottom half of the two emails.)?? ??
EmailSend DateStatusAssigned Team 
Appreciated Assets year-end email FY2512-05-2024CompleteTonya Gibbs?? ??
IRA year-end email FY2511-26-2024Complete?? ??
Comments & Notes

Add your comment or additional information by clicking the Edit button in the upper-right corner and completing the form.

The update will be added to the project and a notification will be sent to the project team.

-- [SEP-05-24 Anonymous] --------------
Bussey: I have the technical text ready for this. Who should I submit it to? 

-- [SEP-17-24 Anonymous] --------------
I submitted the technical text to Yasmin on 9/11

-- [OCT-16-24 Yasmin Williams] --------------
Matt to review and  provide language next week once we’re post-Board.  10/22 eod
Created on Aug. 20, 2024 at  9:23 AM (EDT). Last updated by Jason Phenicie on Jan.  5 at  3:02 AM (EST). Owned by Williams, Yasmin.
Yasmin Williams
Jason Phenicie
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

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