Conference Participant Report
The Conference Participant Report is a custom report that we believe was built using the Participant Detail Report as a base.
Discovery has been completed, this project needs to have a couple of Discussion items explored, and then be estimated.
Capturing random requirements
Configuration of summary fields and reports to enable reporting an individual's fiscal year gift total in various reports/user interfaces
What is a Project Lab Feature Context?
Ensure Members Have Logins
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
Bring Member related features together into one place.
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 Agendas and Notes
Restricted Access Files
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
A overview and comparison of the two systems, for posterity. Probably not relevant once Chorus America moves exclusively to CiviMail and Mosaico.
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
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..…
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...
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.
From a phone call on Feb 15th with Ed:
Came across a problem using the Enab...
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...
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