Changes between Version 21 and Version 22 of projects/crm_review/usecases

Timestamp:

Oct 15, 2008, 4:07:49 PM (17 years ago)

Author:

Jamie McClelland

Comment:

--

projects/crm_review/usecases

@@ -95 +95 @@
 '''How do you add a field to be part of an existing field group?'''
 
+Not clear. I tried manually changing the edit template, but I don't think I have the correct variable names.
+
 '''Is there free tagging ability? (i.e. can you just type a new tag for a contact?)'''
 
+That issue was raised on the [http://forum.civicrm.org/index.php/topic,4378.0.html forum] and an [http://issues.civicrm.org/jira/browse/CRM-3417 issue was added] that doesn't appear to be moving fast. On the other hand, [http://issues.civicrm.org/jira/browse/CRM-1351 another similar issue] seems to be scheduled for version 3.0.
+
 '''Tags and Groups seem functionally the same. Can we make tags go away in the user interface if we wanted?'''
+
+Yes and no. Global Settings -> Site preferences allows you to uncheck sections that you don't want to show up. In the viewing contacts section, groups and tags are two different check boxes. On the edit screen, groups and tags are one check box. 
+
+So, if we want groups but not tags we have two options:
+
+ * Remove tags from the view menu, but keep tags and groups in the edit menu. Remove all tags. On edit, you'll see an empty tag box
+ * Modify the template to remove the empty tag box.
 
 '''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"?'''
@@ -105 +116 @@
 And, this is pretty involved. I just [http://forum.civicrm.org/index.php/topic,2849.msg22735.html#msg22735 documented] my efforts and, after spending 30 minutes, still have no luck. 
 
+Another approach to this problem would be to hard code the labels in the template. This solution might be easier - however, if we wanted to provide our installation for people using multiple languages, then our changed string would never translate properly.
+
 '''Can the tab order be changed? For example, can we get the Member tab to show up before the Contribute tab?'''
 
+Tabs can be easily removed, however, changing the order seems to require a template modification. Not sure it's worth it.
+
 '''Can we make default end date for membership?'''
+
+Yes. This can be configured via the CiviMember configuration page.
+
+I just configured a "new" membership to have the start date be equal to the "join" date and the end date be equal to the start date plus 12 months.
+
+Now, when entering a new membership, you just need to enter the join date and you can leave the other dates empty (they will be automatically filled in).
 
 '''Can you pull daily cash receipts and balances? Can you easily pull reports on, for example, all membership entries for a time period?'''