Changes between Version 18 and Version 19 of projects/crm_review/usecases
- Timestamp:
- Oct 13, 2008, 6:53:38 PM (15 years ago)
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projects/crm_review/usecases
v18 v19 75 75 === Questions/observations from meeting === 76 76 77 How do you remove fields from the input screen? 77 '''How do you remove fields from the input screen?''' 78 78 79 How do you add a field to be part of an existing field group? 79 In Admin -> Global settings -> Site Preferences, you can disable entire sections of fields. 80 80 81 I s there free tagging ability? (i.e. can you just type a new tag for a contact?)81 In addition, in Admin -> Global Settings -> Address Settings you can disable certain address fields. 82 82 83 Tags and Groups seem functionally the same. Can we make tags go away in the user interface if we wanted? 83 In addition, this question was [http://forum.civicrm.org/index.php/topic,2812.0.html asked and answered] on the civicrm forum. The recommended solution is to use [http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+Admin profiles]. 84 84 85 Can language be changed? Exact case: Can we change the "Make offline donation" link? Can we change the Activity -> Meeting to say "One on one Meeting"? 85 A profile is a complete mini-package for navigating, searching, viewing, and editing users of the system. 86 86 87 Can the tab order be changed? For example, can we get the Member tab to show up before the Contribute tab? 87 I just created a super simple example that only shows [http://civicrm.workingdirectory.net/index.php?q=civicrm/profile&gid=1 first and last name] (if you are not lgged in you'll get an ugly error message). 88 88 89 Can we make default end date for membership? 89 The advantage of profiles is that we can create very limited interface for data entry. The disadvantage is that it's very limited. There doesn't seem to be a way to allow all the functionality of the main interface for doing things like adding donations, creating relationships. 90 90 91 Can you pull daily cash receipts and balances? Can you easily pull reports on, for example, all membership entries for a time period? 91 In one of the [http://forum.civicrm.org/index.php/topic,2812.0.html responses to the question on the forum], another approach is to [http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in+and+Profile+Screens customize the templates]. This seems a bit closer to what we might want to do. 92 92 93 We got confused with membership renewals. It does not seem to be setting the end date properly. We think this is because we haven't set a membership renewal period. To be investigated... 93 I just followed the [http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in+and+Profile+Screens directions for modifying the edit contact form] and I removed the built-in source field. It's not as difficult as it might seem (for a developer) but probably beyond the patience of an organizer. Also - this approach can cause difficulties when upgrading (in the event that the upgraded version of CiviCRM upgrades the template). 94 94 95 We want: ability to keep track of who we invited to a meeting, what they said (yes, maybe, no) and then generate a list and see if they came or not. 95 '''How do you add a field to be part of an existing field group?''' 96 96 97 Can we add fields to tables other than contact, for example: can we add a drop down field to the event registration to indicate intent: (yes, maybe, not); can we add a drop down for source list. 97 '''Is there free tagging ability? (i.e. can you just type a new tag for a contact?)''' 98 98 99 Can we modify the list of fields included in the print box 99 '''Tags and Groups seem functionally the same. Can we make tags go away in the user interface if we wanted?''' 100 100 101 Can we add more things to the search drop down list 101 '''Can language be changed? Exact case: Can we change the "Make offline donation" link? Can we change the Activity -> Meeting to say "One on one Meeting"?''' 102 102 103 Name missing when we printed his 5060 labels 103 '''Can the tab order be changed? For example, can we get the Member tab to show up before the Contribute tab?''' 104 104 105 What are search views? Is it specifying a custom search form or a specific output format? 105 '''Can we make default end date for membership?''' 106 106 107 No calendar/quick pick on search by activity by dates 107 '''Can you pull daily cash receipts and balances? Can you easily pull reports on, for example, all membership entries for a time period?''' 108 108 109 Can we remove fields from list of search results? Specifically: country 109 '''We got confused with membership renewals. It does not seem to be setting the end date properly. We think this is because we haven't set a membership renewal period. To be investigated...''' 110 110 111 How do you save a search and then re-use? Answer: use smart groups 111 '''We want: ability to keep track of who we invited to a meeting, what they said (yes, maybe, no) and then generate a list and see if they came or not.''' 112 112 113 Reports: Can we export query from search builder? How are queries stored? Ideally we would like to add a new report to the search results drop down. 113 '''Can we add fields to tables other than contact, for example: can we add a drop down field to the event registration to indicate intent: (yes, maybe, not); can we add a drop down for source list. ''' 114 114 115 Can we configure the dash board? Can we make the dash board make more sense to an organizer responsible for members? 115 '''Can we modify the list of fields included in the print box''' 116 116 117 Can the simple search search by first name? 117 '''Can we add more things to the search drop down list''' 118 118 119 How does CiviCRM scale? What is the average size for CiviCRM databases? How will 10,000+ database perform in shared hosting environments? 119 '''Name missing when we printed his 5060 labels''' 120 121 '''What are search views? Is it specifying a custom search form or a specific output format?''' 122 123 '''No calendar/quick pick on search by activity by dates''' 124 125 '''Can we remove fields from list of search results? Specifically: country''' 126 127 '''How do you save a search and then re-use? Answer: use smart groups''' 128 129 '''Reports: Can we export query from search builder? How are queries stored? Ideally we would like to add a new report to the search results drop down.''' 130 131 '''Can we configure the dash board? Can we make the dash board make more sense to an organizer responsible for members?''' 132 133 '''Can the simple search search by first name?''' 134 135 '''How does CiviCRM scale? What is the average size for CiviCRM databases? How will 10,000+ database perform in shared hosting environments?''' 120 136 121 137 How could an organization generate a phone list to be distributed online so we could make 3,000 calls in a few hours?