Chorus America Logo

Roadmap

Conference Participant Report

Conference Participant Report The Conference Participant Report is a custom report that we believe was built using the Participant Detail Report as a base. Status Discovery has been completed, this project needs to have a couple of Discussion items explored, and then be estimated. Context h...

Donor Development

Donor Development Capturing random requirements Configuration of summary fields and reports to enable reporting an individual's fiscal year gift total in various reports/user interfaces Context Context What is a Project Lab Feature Context? Updated: 3-27-2019 Discussion Discussion What is...

Ensure Members Have Logins

Ensure Members Have Logins Context Context As a member services staffer, each time a membership is created or renewed -- regardless of whether the activity was initiated on the front-end or the back-end, and regardless of whether or not the relationship is conferred -- I want the system to check...

User Portal or Dashboard

User Portal or Dashboard Bring Member related features together into one place. Context Context The user dashboard should either be the page that one lands on after logging in, or should be prominently navigable. Some clarification is needed on how much of these two purposes this feature should...

Training Notes

Training Agendas and Notes Updated: 3-27-2019

Restricted Access Files

Restricted Access Files Context Context Some published files, e.g. PDF's, should not be available to un-authenticated visitors. The most common class of restriction is for "Premium" content for Chorus America Members. A more-limited case is for Board Member "private" files. Mar 2019 - Ed Stawick:...

MailChimp and CiviCRM

MailChimp and CiviCRM A overview and comparison of the two systems, for posterity. Probably not relevant once Chorus America moves exclusively to CiviMail and Mosaico. Updated: 3-27-2019

Membership Reminder Emails

Membership Reminder Emails Chorus America wants to customize the Scheduled Reminder emails. For all membership types, they want to include an invoice-like message, that most importantly provides their previous Membership information so they can be encouraged to renew at the same (or higher?) level..…

Expiring Credit Cards

Expiring Credit Cards CiviCRM stores only limited information about the card on file for a recurring payment series. As such we have not identifed a reliable way to search for an upcoming recurring payment with an expiring credit card, in a way that also enables us to send an automated email to th..…

Finance Stories

Finance Stories Reconciliation Process Pull a report from CiviCRM ( Budget Detail - with line items) Distribute rows to tabs in spreadsheet. Compares to the Receipt Spreadsheets - often finds data entry errors. Process is generally manageable... but gets pretty tedious around conference ti...

Classifying Transactions

Approaches to Classifying Transactions Ensure Correct Fiscal Year When checks arrive near the boundary of a fiscal year, CA wants to be able to ensure the correct Fiscal Year for the contribution. Jira: [CA2-493] From a phone call on Feb 15th with Ed: Came across a problem using the Enab...

Communications

Updated: 3-27-2019

Notes on transforming membership history (and associated reporting needs)

Goals To eliminate CA’s unorthodox approach to modeling memberships over time… i.e. creating a new membership record for each period rather than renewing memberships. To allow CA to return to orthodox modeling in the event of some anomaly (e.g., merging of two contacts with existing membership h...

About using the Roadmap


Updated: 3-27-2019