Changes between Version 22 and Version 23 of projects/crm_review/usecases

Timestamp:

Oct 15, 2008, 4:36:06 PM (17 years ago)

Author:

Jamie McClelland

Comment:

--

projects/crm_review/usecases

@@ -134 +134 @@
 '''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...'''
 
+This should be now be working (since I properly configured the "new" membership period). Now, if you click renewal the end date will be extended 12 months.
+
 '''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.'''
+
+At first I though CiviEvent was over kill for this, however, now I think it is the way to go. 
+
+I created a new field for event participants called "intent" - which complements the status.
+
+Intent allows you to track a yes, no or maybe, while status tracks where or not they actually attended.
+
+While there is a 5 step process for creating a new event - I was able to enter just the event name and date and leave everything else blank (or default) and get through the event creation quickly. Then, by looking up a contact, I could easily add them as an attendee (and set their intent).
+
+Then, I went to search -> advanced search -> expanded the event area  and entered the name of the event and I got a list of participants that I could print or do a bulk operation on.
 
 '''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. '''
 
-'''Can we modify the list of fields included in the print box'''
+Yes - see above.
+
+'''Can we modify the list of fields included in the print screen'''
+
+Yes - we could modify the default template, however, a more elegant solution is reported [http://forum.civicrm.org/index.php/topic,1667.0.html in the forums]. It calls for making a profile. It does have the added step of requiring the user to choose advanced search and the selecting the search results template to use.
 
 '''Can we add more things to the search drop down list'''
+
+
 
 '''Name missing when we printed his 5060 labels'''
@@ -150 +168 @@
 '''Can we remove fields from list of search results? Specifically: country'''
 
-'''How do you save a search and then re-use? Answer: use smart groups'''
+'''How do you save a search and then re-use?'''
+
+Use smart groups
 
 '''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.'''
@@ -160 +180 @@
 '''How does CiviCRM scale? What is the average size for CiviCRM databases? How will 10,000+ database perform in shared hosting environments?'''
 
-How could an organization generate a phone list to be distributed online so we could make 3,000 calls in a few hours?
+'''How could an organization generate a phone list to be distributed online so we could make 3,000 calls in a few hours?'''