Demo

SMALL BUG: The "update tags" button on the tags tab is dead.

Great to see some progress being made! Thanks.

Omar

On the Exapandable/Collapsable (+/-) UI thingies - when you expand them right now they pop open and are in a box with a title at the top - the "collapse" button is at the bottom of the box - not really intuitive and jumpy - why not just have an expand/collapse button at the top at all times?

Would it be possible to have a description field for groups? Will this integrate with a calendar eventually?

On manage groups individuals list, names should be hyperlnked. How about check boxes in the group lists to select people to email or print mailing lists to? Generally whenever an individual is listed, there should be the option to grab their info for a letter, email, or phone call.

Why would groups integrate with a calendar? What specific use case are you thinking of and could you contribute it here: http://objectledge.org/confluence/display/CRM/User+Narratives

The groups stuff is still in development stage. So significant changes are being made right now. Contacts will be listed similar to search results, where u can grab info about a contact directly from a listing. This should be functional on the sandbox by early next week

http://sandbox.openngo.org/crm/civicrm/contact/search?_qf_Search_display=true

Would like to add a contact to a "group." Suggest that "Add a contact to THIS group" be an action choice.

What are the chances that tabbed headings could appear as subcategories on the left-hand navigation block? Would this be a setting of the Drupal template or would this have to be hard coded into the CRM interface?

I think tag is a misnomer in the headers for a new individual. Tag, in the popular usage, implies an ability to add on the fly and is over primary benefit to the individual user. This is a category header and is over benefit to the system as a whole.

I can see that adding tags is a useful structure. I might to note where I met someone (at a conference let's say) and use tags so that I had an ability to pull all of those individuals together.

-marnie.

New groups in the left-hand nav took me to browse contacts.

-marnie.

Bob: The local task is inherited from drupal (currently). i suspect u can move it to the left hand navigation block if u grok drupal templates (we understand them, but dont mess with them too much)

marnie: sorry i was updating the sandbox on a daily basis, but at the wrong location!. Just realized my mistake, and its now updated and new groups does work

lobo

Marnie: Thanks for the comment on 'Tag' vs. 'Category'. This is an area that will probably evolve in the next few iterations (and may become much more configurable). For now, we are envisioning that an organizationally-shared 'tagging' capability will be useful.

"Tags" is confusing. The tab is called "tag" but when you do an advanced search, you find that "tags" are now called "category"

also "tag" is now so closely linked in users minds to "folksonomy" and tagging, del.icio.us style tagging

In the Communication Preferences section include a box for Do Not Trade

As per donor bill of rights, all donors should be able to indicate their desire not to have their information traded to other orgs.

Thats a good idea, adding to the code. Thanx for the suggestion

i'm a bit confused, but wasn't one idea to full integrate this with events and rsvp type modules, such that all notifications and events could be tied to group members and so on (with reminders et al)?

CiviCRM is a core that enables intgeration with events and rsvp type modules. The CivicSpace team is determining the items that need to be integrated with CiviCRM for the 0.8.2 CivicSpace release.

Great work! I'm very excited to incorporate CiviCRM into my Civicspace site when it is released.

Suggestion: I want to record which contacts attend a particular event (activity). If 100 contacts attend, I want to be able to log their activity easily - say by selecting them in a search result page and choosing action "add activity".

The schedule a meeting and schedule a phone call functions need to have another field - for meeting attendees/call participants as apporopriate.
Sorry for anon post - will sign up. That said - I can't begin to tell you how brilliant I think this piece is.

I've gotten 1.1 up manually in a CS 0.81 install. Generally things are fine, but I'm finding the CSV import feature frustrating.

For reasons I haven't figured out yet, CiviCRM decided that "Work" should be the default ("home" would be my choice for the list in question). And the emails are not available in the UI, although they are in the DB: they are just assigned to the wrong "Location".

I can reassign the location in the mysql client, but it would be nice if the import Web UI gave more control over this.

hey rob:

u can change the default location type in:

index.php?q=civicrm/admin/locationType

also the import allows u to control where email should be stored (it gives u all possible dropdown next to the first selector. in general asking a question on the crm-dev list or posting an issue will resuult in a faster response

Does it have to be "head of household"? This is a term with negative connotations and history from the census. Couldn't it be household member 1? Or index household member? I don't want to be in the business of naming who is "head" of a family.

Not sure what you mean by the above comment. You dont need a "head of household" for all households. You could make all members "Household Member of". We figured that "head of household" might be important for some organizations (I think this came from the ebase experience)

wanna elaborate a bit more on the "negative connotations and history from the census"

lobo

the bottom row of the tag / groups boxes at the bottom of http://sandbox.openngo.org/civicrm/drupal-php5/civicrm/contact/addI?c_type=Individual&reset=1 do not fully display on my IE 6.0 browser.

Hi,

I am just orienting and evaluating here. CivicCRM looks great re the ability to set up and navigate through community records. But what about Outputs? The ability to generate lists for an outreach effort - print the list, send emails to groups, perform analyses, etc?

Does CivicCRM rely on export to do this? Is there a community of users who communicate about how they develop the tools and procedures to accomplish these tasks?

Not sure if this is the "right kind" of question for this space?

If not - could you please re-direct me?

Thanks!

Good Work - love the Admin Tools.

Lem

Lem-

Lots of the conversations happen on the crm-dev list (http://www.openngo.org/mailinglists.html), but this is fine as well. CRM-dev is a fine place to talk about both the software itself and how you are/ should be using it.

On the output front, you might also want to check out profiles. You can create a CiviCRM profile accessible as a listing (basically you can display CRM records as a list with the ability to configure which columns are displayed). http://objectledge.org/confluence/display/CRM/Configure+CiviCRM+Profile

"wanna elaborate a bit more on the "negative connotations and history from the census""

Because the "head of household" is assumed to be the male by the traditional census and other labelling.

Maybe, coming from etapestry, I'm not understanding how households work in civicrm. I've been trying to figure out how you would do a postal mailing one per address. Some would be to homes with multiple people some to homes with one person.

Hi guys,

CiviCRM is way way better since my last look up.

My sicere congratulations.

Lopo

Hi folks! CiviCRM looks like a great tool!

A couple of things I would love to be able to do with CiviCRM on a Drupal website are:
1. When a Drupal node is displayed, any organisation name is automatically converted to a link (with a hover description) that links through to the organisation's contact details. I am able to do this if use the flexinode module (to store organisation contact details) and then use the tagnode module (to automatically create a taxonomy term for each organisation that is entered as a flexinode) and the glossary module (to create automatic links in displayed content). However, I would, of course, prefer to store contact details in CiviCRM.
2. Similarly, associate a CiviCRM contact with an acronym, possibly via the glossary module. So, when an acronym is displayed it is automatically converted to a mouseover description and a link to the contact.

Keep up the great work.
Many thanks,
Chris

Thanks for that David. I'm back with another question, now. I would like to use CiviCRM as the contact manager in conjunction with an external email client (Groupwise). Can CiviCRM generate an email link for each group so that when a user clicks on the link for the group, his/her default email client automatically opens with the To/Cc/Bcc lines filled in?

Thanks heaps,
Chris

State abbreviations

1. When you import state abbreviations using mixed case creates an error message. Could this be set to automatically change to uppercase?

2. When you export the state back out, the full state name rather than the 2 letter abbreviation is returned. For mailings you really need the two letter abbreviation.

Major bug: under Manage Groups, when I click on New Group I get this:

Fatal error: Undefined class name 'crm_group_form_edit' in /home/.beachgirl/rubyncc/netcentriccampaigns.org/modules/civicrm/CRM/Core/StateMachine.php(255) : eval()'d code on line 1

Did I configure something wrong?  I absotively need groups for what I'm doing, so this is a very serious problem at the moment.

Also, I fully agree with Marnie and Gregory, don't usethe term "tag" if it's not a folksonomy.  It's misleading.

Finally, I find it weird that the only way to use CiviCRM is through the navigation blocks.   I'd like for
1) the main admin page to have everything including find, add new record, manage groups, import/export, etc; 
2) there to be expanding menus in the navgation block that add options for actions related to where I am; and
3) cookie crumbs so I can get to the previous level in the section I'm using.  (For example making custom fields has no link back to the custom field groups.)

Thanks for building this, I'm really excited to start using it IRL.

= Ruby