Changes between Version 18 and Version 19 of projects/crm_review/usecases


Ignore:
Timestamp:
Oct 13, 2008, 2:53:38 PM (12 years ago)
Author:
Jamie McClelland
Comment:

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  • projects/crm_review/usecases

    v18 v19  
    7575=== Questions/observations from meeting ===
    7676
    77 How do you remove fields from the input screen?
     77'''How do you remove fields from the input screen?'''
    7878
    79 How do you add a field to be part of an existing field group?
     79In Admin -> Global settings -> Site Preferences, you can disable entire sections of fields.
    8080
    81 Is there free tagging ability? (i.e. can you just type a new tag for a contact?)
     81In addition, in Admin -> Global Settings -> Address Settings you can disable certain address fields.
    8282
    83 Tags and Groups seem functionally the same. Can we make tags go away in the user interface if we wanted?
     83In 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].
    8484
    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"?
     85A profile is a complete mini-package for navigating, searching, viewing, and editing users of the system.
    8686
    87 Can the tab order be changed? For example, can we get the Member tab to show up before the Contribute tab?
     87I 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).
    8888
    89 Can we make default end date for membership?
     89The 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.
    9090
    91 Can you pull daily cash receipts and balances? Can you easily pull reports on, for example, all membership entries for a time period?
     91In 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.
    9292
    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...
     93I 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).
    9494
    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?'''
    9696
    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?)'''
    9898
    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?'''
    100100
    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"?'''
    102102
    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?'''
    104104
    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?'''
    106106
    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?'''
    108108
    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...'''
    110110
    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.'''
    112112
    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. '''
    114114
    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'''
    116116
    117 Can the simple search search by first name?
     117'''Can we add more things to the search drop down list'''
    118118
    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?'''
    120136
    121137How could an organization generate a phone list to be distributed online so we could make 3,000 calls in a few hours?