Staff Portal
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CONTACT
1525 University Avenue
Knoxville, TN 37921
Main Telephone Line
(865) 974-2115
[email protected]
ACE HELP
(865) 974-4153
[email protected]
Kindsight - Milestone 3
January 9:
The early phases of our work with Kindsight have laid a strong foundation for the complex and meaningful tasks ahead. We are already seeing the impact of the optimizations that are shaping a more intuitive and effective user experience in ACE.
That momentum continues as we enter the next phase, and we are excited about what is ahead.
Progress Tracker
The progress tracker is a working document that will be updated frequently.
Last update: 1/9/2025
| Task | Area | Status | Release Date | |
|---|---|---|---|---|
|
Gifts/Payments on Purgeable Records |
Data Integrity |
Completed |
11/7/2025 |
|
|
Pledge Status is marked paid in ANDI but now active in ACE. |
Data Integrity |
In Progress |
|
|
|
Opportunity and Payment Credit dates don’t match. |
Data Integrity |
Completed |
12/19/25 |
|
|
Payments tied to Planned Pledges and Planned Reevaluation Opportunities are missing a subtype. |
Data Integrity |
Completed |
12/19/25 |
|
|
Non-school degree records are missing from record. |
Data Integrity |
Completed |
12/12/25 |
|
|
Merge “Estate of” donor records converted from ANDI with existing constituent records. |
Data Integrity |
In Progress |
|
|
|
Recurring Payment and Standard Pledges. |
Data Integrity |
In Progress |
|
|
|
Dashboard: Alumni Donor Retention |
Reporting |
In Progress |
|
|
|
Dashboard: Yearly Comparison |
Reporting |
In Progress |