Meetings & Memos

Triage Mar 27

Triage Mar 27 CA-174 Triage CA-167 Answers to Training questions CA-158 Duplicate Contacts CA-170 Discovery for Voice Admin Consolidated Items User Portal Duplicate Drupal Users. Or is it CiviCRM Contacts?? Email address instead of Display Name. CA-168 Conference Report Done Rest...

Project Status Overview by Ed

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

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. Double E...

Feb 11 Membership

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. Membership Tokens Individuals - Current Member Info: Type Status End-date Organiza...

Feb 11 Training Notes

Training Notes Feb 11 Bug to track-down: Transfer Contribution doubles amount. Ed wasn't able to find an existing bug report. Drupal When editing content in drupal: the preview is not representative of the front-end theme. Voice special group for Always receive the Voice benefit. "Former...

Feb 13 Development

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 CiviMail

Feb 13 Mailing Introduction Mailing Introduction Outline 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

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...