Meetings & Memos
Triage Mar 27
CA-167 Answers to Training questions
CA-158 Duplicate Contacts
CA-170 Discovery for Voice Admin
Duplicate Drupal Users. Or is it CiviCRM Contacts?? Email address instead of Display Name. CA-168
Conference Report Done
Project Status Overview by Ed
Jan 18, 2019 - Meeting Hand-out - Chorus America Office
All comments are Ed's.
Here's my summary of the discussion with Frank: My comments arehighlighted
These items are not part of the current project scope;
We may choose to pursue them as part of a later sco...
Feb 11 Finance Discovery
In the beginning....
pre-civi... were using an M$ Access database. In the move... more focus was put on making it match the old system... than identifyingy requirements and coming up with "proper" solutions.
Of course, the org and needs have evolved as well.
February 11 - Membership
SQL Query to spot suspicious Voice benefit allocations.
Possibly custom so that you can check-off suspicious or not and add to a group to exclude from the mailing list export.
Individuals - Current Member Info:
Training Notes Feb 11
Bug to track-down: Transfer Contribution doubles amount. Ed wasn't able to find an existing bug report.
When editing content in drupal: the preview is not representative of the front-end theme.
special group for Always receive the Voice benefit.
Feb 13 Development Discovery
Reports to Board
Giving Categories - "Development Financial Types"
Casey inputs gifts
Uses the SYBUNT for Renewals report - pretty straightforward.
Exports and selects the previous year contacts in Excel.
Received funds by Dev Financial Types (also on user da...
Feb 13 Mailing Introduction
The Voice Group
... supposed to be managed by the relationship... so how to reconcile with the group sign-up from the contribution form.
Click-Through URL Report
Use the click-through report by displaying the click-through URL to d...
Feb 22 Membership
TODO: why is it not recommended to change the relationship (Employee of) on On-behalf of Memberships.
Old customization (Pre 2015): https://bitbucket.org/chorusamerica/legacy.org.chorusamerica.custom.php/src/master/CRM/Contact/BAO/Relationship.php.diff
TODO: Role Sync config...