Setup for Family Wizard
Posted: Thu Oct 21, 2004 12:36 am
I asked about this during the beta, but didn't hear anything back on it. Could you put down on the wish list, a way for the administrator to set the default settings for the wizard.
That is:
1. A setting to turn the email address usage on/off as default (same for email use as contribution address.
2. A setting that would eliminate the page where an entry person could select automatic envelope assignment, as well as one that would eliminate the access to add one manually.
The only people who issue envelopes or assign numbers here are the Stewardship committee, our counting teams, or the financial secretary. The persons who enter visitor data should not have that capability.
3. A setting that would allow default settings for the mailing category as well as the personal status. I'd like to see this one be a global type of switch that would set the variables whenever these two data items are required to be set for a record.
As I said, these are 'nice to have' requests that could wait for a .5 release. However, we will be moving to the use of volunteers for the data entry, and this would keep errors from being introduced.
That is:
1. A setting to turn the email address usage on/off as default (same for email use as contribution address.
2. A setting that would eliminate the page where an entry person could select automatic envelope assignment, as well as one that would eliminate the access to add one manually.
The only people who issue envelopes or assign numbers here are the Stewardship committee, our counting teams, or the financial secretary. The persons who enter visitor data should not have that capability.
3. A setting that would allow default settings for the mailing category as well as the personal status. I'd like to see this one be a global type of switch that would set the variables whenever these two data items are required to be set for a record.
As I said, these are 'nice to have' requests that could wait for a .5 release. However, we will be moving to the use of volunteers for the data entry, and this would keep errors from being introduced.