Meetings & Memos

Feb 11 Finance

Feb 11 Finance DiscoveryIn 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 - MembershipSQL 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 TokensIndividuals - Current Member Info:Type Status End-date Organiza...

Feb 11 Training Notes

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

Feb 13 Development

Feb 13 Development DiscoveryReports to BoardGiving 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 IntroductionMailing IntroductionOutlineThe 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 ReportUse the click-through report by displaying the click-through URL to d...

Project Status Overview by Ed

Project Status Overview by EdJan 18, 2019 - Meeting Hand-out - Chorus America OfficeAll comments are Ed's.Here's my summary of the discussion with Frank: My comments arehighlightedThese items are not part of the current project scope;We may choose to pursue them as part of a later sco...