Changes between Version 9 and Version 10 of projects/crm_review/usecases


Ignore:
Timestamp:
Sep 3, 2008, 3:09:40 PM (12 years ago)
Author:
Jamie McClelland
Comment:

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  • projects/crm_review/usecases

    v9 v10  
    4646=== Jamie ===
    4747
    48 I was able to create new fields and new groups very easily. I was impressed with being able to create groups either based on picking individuals to add or based on a query (for dynamic groups).
     48I was able to create new fields and new groups very easily. I was impressed with being able to create groups either based on picking individuals to add or based on a query (for dynamic groups). Wait... are dynamic groups possible. Now I can't seem to figure out how I did that.
    4949
    50 I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. The ability to add meetings for multiple users [http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v2.0+(original+list) seems to have made it to a list of candidate features for 2.0], however, it doesn't seem to have made the cut. There's another [http://wiki.civicrm.org/confluence/display/CRM/Activity+Data discussion about re-doing activities] but it doesn't seem to include the feature of multiple-users for a single activity. It still may be possible, but will require more searching around. So, at this point, I'm not sure the best way to indicate that a collection of members attended a meeting and that one member was the facilitator.
     50I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. I finally discovered that, from the search screen, I can get a list of all the people at the meeting and then select Add Record activity to contacts. This will cause every person selected to get an activity contact for every other person. In other words, rather then enter a single record for person A saying they attended meeting X, and single record for Person B saying the attended meeting X and a record for Meeting X listing both Person A and Person B, it adds a single activity record for Person A for every one who was at the meeting.
    5151
    5252Not a big deal but... my first instinct was to find the household I wanted to add a contact to, however, when I found the household and click relationships, I could only choose from existing contacts. Adding the contact first, then adding the contact to the household was the right way to do it.
     
    6565
    6666I'm not sure the best way to record the issues a journalist covers. It could always be a custom field, however... I wonder if there's a way to specify that a custom field only shows up on certain records?
     67
     68Export to spread sheet. Wow.
     69