Be able to archive events so they no longer show in the event list and do not delete any invoices. But still be able to access them in a search. Kind of like archiving members.
Keith Rice commented
We have only been live for less than a month and have already logged 171 events .
All are free events so invoicing/ financial issues are not a problem for us but certainly the other features mentioned would be enormously helpful i.e.: date range search, filter by tag etc
Evgeny Zaritovskiy commented
Thanks for the suggestion
Katie Fritz commented
Our event list (on the administrative back end) is getting pretty long. It would make it easier to navigate if we could view the events in smaller groups instead of one big list that always jumps to the top when you return to it.
I think tag-based folders would be a great way to organize this, with events showing up in more than one folder if they have more than one tag. This works well for creating public event lists. The folders could show up on separate pages, or be listed one after another on the same page with an expand/collapse feature for each folder & its contents.
It would still be helpful to have a "see all" feature and search box - don't take that away! :)
Dmitry Buterin commented
Gill, thanks, these are great suggestions. I have moved this into a separate thread so we can properly collect further feedback, analyze and address this issue. Our original design was based on having maybe a dozens events a year. This is still true for most of our clients but I can now see that a certain segment of our client base has many more event and thus need more advanced tools to view/manage events.
Our top needs would be:
- Date filter - display only events between x date and y date. This would need to be events that are in progress or starting during this period, i.e. would need to include events that started before the 'from' date and have not yet finished.
- Filter by tag - in theory you can do this now, but you would need to create unique tags that wouldn't appear in general text. E.g. we have a department called Visual Arts, which we tag va, but a search for this also picks up any words containing 'va'.
- Full/Not full - so we could just view events that are full/not full.
- Events with pending registrations
The first two would be of most use to us.
It would be good to keep the option to display the whole list without having to use the date search. For example, if I wanted a list of all Visual Arts courses ever done, it would be perferable not to have to set the 'from' date to several years ago to ensure I haven't missed any, which is how the Finances pages currently work. It would be easier if you could choose either display whole list or filter it by date, and then drill down further. Other users might have different requirements.
Hope that helps.
Dmitry Buterin commented
Gill, thanks for your input. I would love to explore this angle further. What would you say are your top needs to navigate/review the list of events (assuming events are NOT archived or deleted)?
I agree it makes the database quite messy when you run lots of events and need to keep them all.
An easier way to deal with it may be to allow events to be archived after a certain time, like Contacts can be, but retain all the information to avoid creating overpayments. This would clean up the event screen. We would find this type of feature, or a simple date search that allows you to only show events since a certain date on the main list, very useful.
After only two years of use we have 438 events in the list, so you can imagine how difficult it is to navigate or to get a global view of what we are doing, esepcially given that you can't create a simple event list excel report with an event per line, basic start and end dates and a summary of number of participants and total payments This would also be a wonderful feature.