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Auto Merge Duplicates

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Declined

Due:

​

Submitted:

Apr 18, 2022

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Deleting Duplicate Payments (made from credit card paying on MAC)

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Room list, background, etc.

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Add group to meals

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

​

Submitted:

May 10, 2022

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Mass Upload of New Census Seniors

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Merging Event Templates together

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Updating Birthdays

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Archive People

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Room Change

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Backward Payment Charges for Some Events

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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SS upload and notes

Assigned To:

Bill H

Entered By:

Coleen M

Status:

Completed

Due:

​

Submitted:

Nov 11, 2022

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SS member upload first training date 7/13 Bill H.

Assigned To:

Bill H

Entered By:

Coleen M

Status:

Completed

Due:

​

Submitted:

Jun 26, 2023

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Block Card setting

Assigned To:

KC

Entered By:

Amanda D

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Remove Expired Members

Assigned To:

Billy J

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Upload their Logo and Update all missing states on people's records to OH

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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More refund un-doing.

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

View Details

Merge Events

Assigned To:

Bill H

Entered By:

Bryan P

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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MAC events

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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email her a list of locations in the rides section.

Assigned To:

Billy J

Entered By:

Coleen M

Status:

Completed

Due:

​

Submitted:

May 3, 2023

View Details

Person Import

Assigned To:

Al S

Entered By:

Al S

Status:

Completed

Due:

​

Submitted:

Apr 18, 2022

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Normalize Capital / Lowercase Letters

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Oct 6, 2020

Submitted:

Apr 18, 2022

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Add all seniors_personid to site_seniors for all sites

Assigned To:

Bill H

Entered By:

​

Status:

Completed

Due:

Oct 8, 2020

Submitted:

Apr 18, 2022

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Move Event Checkins to another day

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Oct 8, 2020

Submitted:

Apr 18, 2022

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Merge Events for Northboro

Assigned To:

Bill H

Entered By:

​

Status:

Completed

Due:

Oct 13, 2020

Submitted:

Apr 18, 2022

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Dennis - Groups/Deceased

Assigned To:

Bill H

Entered By:

​

Status:

Completed

Due:

Oct 14, 2020

Submitted:

Apr 18, 2022

View Details

Update City / State / Zip / County Information

Assigned To:

Bill H

Entered By:

​

Status:

Completed

Due:

Oct 14, 2020

Submitted:

Apr 18, 2022

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Update payments - life after fifty

Assigned To:

Bill H

Entered By:

​

Status:

Completed

Due:

Oct 20, 2020

Submitted:

Apr 18, 2022

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Add 0 in front of zip codes - Orange

Assigned To:

Bill H

Entered By:

​

Status:

Completed

Due:

Oct 21, 2020

Submitted:

Apr 18, 2022

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Lowcounty Meals Mess

Assigned To:

Al S

Entered By:

Al S

Status:

Completed

Due:

Feb 23, 2021

Submitted:

Apr 18, 2022

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Copying Expiration Dates

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Feb 24, 2021

Submitted:

Apr 18, 2022

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CA_WISEAGING payment account adjustment.

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Feb 25, 2021

Submitted:

Apr 18, 2022

View Details

Adjusting Expiration Dates

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Feb 25, 2021

Submitted:

Apr 18, 2022

View Details

Sharon

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Mar 2, 2021

Submitted:

Apr 18, 2022

View Details

Merging Templates

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 3, 2021

Submitted:

Apr 18, 2022

View Details

Create Group

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 3, 2021

Submitted:

Apr 18, 2022

View Details

Room List

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 4, 2021

Submitted:

Apr 18, 2022

View Details

report request (two of them)

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 4, 2021

Submitted:

Apr 18, 2022

View Details

Allergy export

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 4, 2021

Submitted:

Apr 18, 2022

View Details

Person Import

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

Mar 4, 2021

Submitted:

Apr 18, 2022

View Details

Extending exp. dates pt. 2

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 4, 2021

Submitted:

Apr 18, 2022

View Details

Duplicate payments

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 4, 2021

Submitted:

Apr 18, 2022

View Details

Delete and recreate meal payments

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Mar 5, 2021

Submitted:

Apr 18, 2022

View Details

Delete Seniors

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

Mar 5, 2021

Submitted:

Apr 18, 2022

View Details

Person Import

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

Mar 6, 2021

Submitted:

Apr 18, 2022

View Details

Custom Field update

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Mar 8, 2021

Submitted:

Apr 18, 2022

View Details

Passenger Miles Report

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Mar 8, 2021

Submitted:

Apr 18, 2022

View Details

Payment cleanup

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 9, 2021

Submitted:

Apr 18, 2022

View Details

Fix waitlists

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Mar 9, 2021

Submitted:

Apr 18, 2022

View Details

Massive Export

Assigned To:

Bill H

Entered By:

Ben D

Status:

Declined

Due:

Mar 10, 2021

Submitted:

Apr 18, 2022

View Details

Merge Assistance Categories

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 11, 2021

Submitted:

Apr 18, 2022

View Details

Change transaction dates

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 13, 2021

Submitted:

Apr 18, 2022

View Details

Event Template Merge

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

Mar 18, 2021

Submitted:

Apr 18, 2022

View Details

Person Import

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

Mar 19, 2021

Submitted:

Apr 18, 2022

View Details

Room changes

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 22, 2021

Submitted:

Apr 18, 2022

View Details

Gardner Spring Cleaning

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Mar 23, 2021

Submitted:

Apr 18, 2022

View Details

Data extraction

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Mar 27, 2021

Submitted:

Apr 18, 2022

View Details

Expiration Date adjustment part 79

Assigned To:

Al S

Entered By:

Amanda D

Status:

Completed

Due:

Mar 29, 2021

Submitted:

Apr 18, 2022

View Details

City update and Add to mailing list

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Mar 30, 2021

Submitted:

Apr 18, 2022

View Details

Creating groups for street names

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 30, 2021

Submitted:

Apr 18, 2022

View Details

Assigning payments to accounts

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Mar 31, 2021

Submitted:

Apr 18, 2022

View Details

Open Heart Kitchen Person Update (split data)

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

Mar 31, 2021

Submitted:

Apr 18, 2022

View Details

Generate Missing Payments

Assigned To:

Al S

Entered By:

Al S

Status:

Completed

Due:

Mar 31, 2021

Submitted:

Apr 18, 2022

View Details

Custom Field reorder

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Mar 31, 2021

Submitted:

Apr 18, 2022

View Details

Specific Ride Pickup/Destination Time Change

Assigned To:

Al S

Entered By:

Al S

Status:

Completed

Due:

Apr 2, 2021

Submitted:

Apr 18, 2022

View Details

Import and a few things

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 5, 2021

Submitted:

Apr 18, 2022

View Details

Batch pay membership fees

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 6, 2021

Submitted:

Apr 18, 2022

View Details

Reassigning Meal Payments

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 6, 2021

Submitted:

Apr 18, 2022

View Details

Merging in services

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 7, 2021

Submitted:

Apr 18, 2022

View Details

Amesbury Person Import - 04/07/2021

Assigned To:

Bill H

Entered By:

Al S

Status:

In Progress

Due:

Apr 7, 2021

Submitted:

Apr 18, 2022

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King County CORE Report

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Apr 7, 2021

Submitted:

Apr 18, 2022

View Details

Group import

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Apr 9, 2021

Submitted:

Apr 18, 2022

View Details

Meal/Payment reconnection

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

Apr 9, 2021

Submitted:

Apr 18, 2022

View Details

Wise - Adding Credit to Wallet

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Apr 12, 2021

Submitted:

Apr 18, 2022

View Details

Refunds

Assigned To:

KC

Entered By:

Ben D

Status:

Completed

Due:

Apr 14, 2021

Submitted:

Apr 18, 2022

View Details

Removing old payments

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 14, 2021

Submitted:

Apr 18, 2022

View Details

Clearing scheduled events

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 15, 2021

Submitted:

Apr 18, 2022

View Details

Remove anything scheduled

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 15, 2021

Submitted:

Apr 18, 2022

View Details

Deleting inactive

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 20, 2021

Submitted:

Apr 18, 2022

View Details

Import request

Assigned To:

Bill H

Entered By:

BIll H

Status:

Completed

Due:

Apr 22, 2021

Submitted:

Apr 18, 2022

View Details

Add Additional Site

Assigned To:

Bill H

Entered By:

Al S

Status:

Completed

Due:

Apr 23, 2021

Submitted:

Apr 18, 2022

View Details

remove archived from Membership group

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 23, 2021

Submitted:

Apr 18, 2022

View Details

Assigning account to unknown payments

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 23, 2021

Submitted:

Apr 18, 2022

View Details

Meal Route Data Base Question

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 26, 2021

Submitted:

Apr 18, 2022

View Details

More merging- sorry

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 26, 2021

Submitted:

Apr 18, 2022

View Details

Disable touchscreen access

Assigned To:

Al S

Entered By:

Ben D

Status:

Completed

Due:

Apr 28, 2021

Submitted:

Apr 18, 2022

View Details

Wallet balances

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 29, 2021

Submitted:

Apr 18, 2022

View Details

logo update

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

Apr 29, 2021

Submitted:

Apr 18, 2022

View Details

Custom Payment Method

Assigned To:

Al S

Entered By:

Amanda D

Status:

Completed

Due:

May 5, 2021

Submitted:

Apr 18, 2022

View Details

Undo delete from earilier this month

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

May 5, 2021

Submitted:

Apr 18, 2022

View Details

Removing Archived from Membership

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

May 10, 2021

Submitted:

Apr 18, 2022

View Details

Event Merge

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

May 13, 2021

Submitted:

Apr 18, 2022

View Details

merge categories

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

May 14, 2021

Submitted:

Apr 18, 2022

View Details

Custom Instructor export

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

May 14, 2021

Submitted:

Apr 18, 2022

View Details

delete scheduled events

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

May 14, 2021

Submitted:

Apr 18, 2022

View Details

Removing all unpaid charges- 2 sites only

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

May 14, 2021

Submitted:

Apr 18, 2022

View Details

Adjust membership expiration dates

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

May 18, 2021

Submitted:

Apr 18, 2022

View Details

Move an Event into Meals

Assigned To:

Bill H

Entered By:

Ben D

Status:

Completed

Due:

May 19, 2021

Submitted:

Apr 18, 2022

View Details

Merging events

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

May 25, 2021

Submitted:

Apr 18, 2022

View Details

Missing addresses from import

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

May 27, 2021

Submitted:

Apr 18, 2022

View Details

Same meal report as last month

Assigned To:

Bill H

Entered By:

Amanda D

Status:

Completed

Due:

May 28, 2021

Submitted:

Apr 18, 2022

View Details

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