Well, the very basic building block is the list of things with due dates, dollar costs, person responsible, and ability to show when done. Next would be ability to mark recurring items and have them populate themselves out.
All of the things I listed are then built from there and existing components of WA I think.
I really would like to see WA add more ability to tie the budget/expense tracking into this system over time. It would be great to be able to have our consolidated accounting info in one place. That part really goes beyond this request, but this is a start.
Would be a great feature to have! Especially to remember when the annual corporate report is due. Or when the annual WA payment is due. Also helps to be able to look at the list and see known upcoming expenses associated with these events.
Thinking about it just as I read your message . . .
1) Recurring Tasks List -
Don't just want to put to-do items out here. Want recurring events that have to be remembered and dealt with - especially as volunteers change in virtual orgs! However, a parent/child level might be helpful, to not various aspects that have to be checked off separately, like completing paperwork and paying the bill. And a field for associated cost.
2) Assigned Responsiblity -
Primary person responsible and backup people that should be notified if not done by a certain deadline.
3) Deadlines and Alerts -
Define the Due Date and a series of alert dates. First alert to primary responsiblity only. 2nd alert to primary and backups. 3rd alert - GET THIS DONE NOW! Due Date TODAY. Past Due Alerts that come every x days till task signed off.
4) Ability to check off done items and leave comments if required. Ability to go back and look at past comments on related events.
5) Ability to look at list of these things (completed or open) for a given time frame - and associated dollars - for budgeting.
6) Ability to put in an item and not assign responsible parties, so that dollar committments can be tracked without alerts being generated - like advertising committments, etc that someone just needs to know how long/how often the associated bills should be expected.
oops - didn't mean to make it sound like that!!
Once they pay the upgrade fee, they should be at level b and immediately start getting level b benefits - which for most people in our org means they can apply for jury or inclusion in a specialty index. So yes, when they upgrade I'd like the membership level to change and the date of the change recorded - but they keep the existing renewal date.
What I was trying to convey was if they upgraded 2 months prior to their renewal date, the price is the same as if they upgrade 10 months prior to their renewal date. So if their level a renewal is in 1 month, they can elect to wait for a month and then upgrade . . .
Sounds like I'm clear as mud.
I had to post a "how to" for each of the forums because our users are doing the same thing. They are used to "new topic" as the button to start a new topic and "reply" as the button to add a comment to an existing thread.
I found I could copy the customized text from the first one into an empty outlook message, tweak the little bit that needed tweaked for each level, and copy in to the next level. Went fairly fast even though there was a bunch to "customize" since didn't have to start from scratch each time.
As far as the original post - I'm guessing they are referring to those annoying string of emails you get for the first month or two after signing up on some sites. For example, Geico sent one per week for about 5 or 6 weeks, letting you know about features on the site, etc. I don't think we are currently set up to do that, even though we are set up to send out a welcome message to acknowledge that their action was completed successfully and include any info at that one point.
re parent/tree structure -
An example of a well meaning volunteer messing things up -
I lost my home page yesterday . . . the person editing another page somehow copied that html over the home page html and put 2 copies of their page on the website - no copy of the home page. Clicking the website url took you to that page instead of the home page.
Fortunately I had an html file from when I was developing the home page - I know there have been online changes since then, but at least it gives me a starting point.
If the person's permissions concentrated them on their area only, they would not have been able to do it.
Administrator role with web editor access limited to particular group pages. Current functionality allows you to setup account-wide web editors and group-specific read access to web pages. This enhancement would allow you to assign a web editor in a particular group - who would only be able to edit/create pages in that group.
It would also be beneficial to be able to assign web editors to a starting point within the web structure. To be able to identify a parent and anything under that the web editor can see and maintain, but they can't see invisible pages in other sections, can't edit other sections, etc.
Assigning "Home" as a start point would give access to the entire site. Assigning "About Us" would only give access to that item on the menu bar and anthing on the tree structure under it.
This allows assigning logical page sections to different people and confine them there. Allows some posting of sensitive data to invisible pages without every web editor being able to see those invisible pages.
Automated polls/surveys/voting/nagging at the group level.
In theory, no
In real life, you have people that just freak out if they have to do anything with a computer
So the chair of a committee for example is the decision maker / lead
moderator/whatever you want to call it is the computer support person
and most of the time you really don't need to know who is actually doing the computer support, but if you have an issue, want to join the committee, etc, you need to know who the chair is.
Where you could specify a group (or whatever via advanced search), specify fields, and then see/print those records in the form of a report (without having to do an export to a spreadsheet).
Would be nice, when applicable, to designate who is chair of the group, etc.
Groups - Manage Participants -
would be nice to add a count of members in the group box
(instead of having to click save to see if you are at the right number)
Adding Restricted Pages -
Defaults to membership levels page and all options checked. Would be better to have NO OPTIONS CHECKED, since you are proactively choosing who can get in.
Otherwise, 2 tabs, one for membership level and one for groups works slick.
Adding Discussion Forums -
Only way I see to restrict is to place as a child of a restricted web page, which is fine since you can make the parent page invisible if the only thing you want it for is the discussion forum and then use forums summary page to get to the discussion forum (so don't have to extend horizontal menu).
BUT, then not sure what we're supposed to do when we edit settings for the discussion forum - are we supposed to also select member levels? are member levels ignored? I may be missing something, but seems confusing as to what we are supposed to do.
FYI - liking the 2.36 group enhancements so far. Just about to load my database - instead of a custom field for each group, just have the group participation field now. Seems to be working slick. Will try more once my community level payment goes through and I can create multiple restricted areas.
A possible enhancement to consider for groups and orgs using horizontal menus - every restricted section you create is going to extend the horizontal menu, and make it wrap . . . so orgs with horizontal menus are going to have to think hard about how many restricted areas they want to create - especially if each area is just needing a restricted discussion forum to conduct decision making, like directors/officers, selection committees, etc.
It would be nice for horizontal menus if there was a way to just hang one "restricted access" section (in addition to the members access area) and then be able to hang the various group restricted areas off that. I haven't played yet to see if it is possible to do something with invisible pages and links - or invisible pages and the forum summary. I will try that as a work around once I can create the restricted areas.
EDIT - I did make one "visible" restricted section and assigned it to all members of groups that have restricted access sections. Then made the top "restricted" page for each group invisible. Created the appropriate pages under each section and placed a link on the visible page. End result is that there is only one "restricted access" menu item that comes up for all people that have access to one of these areas. Each of them have the appropriate links on the one page. Each can only get to the links their access allows them to. Works slick for a horizontal menu.
They all sound good, except maybe for #4.
#1 - absolutely should be able to send emails - that is probably the number on need for the groups
#2 - probably the same person - and yes, include functional pages - could see group discussion forum or even a local chapter member directory with different info than the group directory
#4 - i don't know - if payment is at the "national level" and your have people in chapters able to edit renewal dates, etc - it could get messy. I could see it being beneficial if the payment is at the chapter level. Maybe a switch that could be set for each org?
Even as a user I access things from multiple pc's. For example, this WA forum may very well be open on my primary pc as I'm writing here on someone else's pc . . .
This post is basically the same as an earlier one - http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825656-preventing-multiple-logins-by-the-same-member
and my same comments apply . . .
I doubt I'm the only person that regularly uses multiple computers. The measures suggested above are too severe. If you want notification and then apply measures on a case-by-case basis, I can see that. But just shutting people off, well I know that would make me quite upset right there.
Another example, I know I'm signed in on my home pc, as I've been working on putting in the custom urls . . . but I'm here with this pc and some time to kill, so I've also signed in here and am continuing working - signed into both pcs at the moment . . .
I sign in from several different pc's, depending on where I am. Preventing me from using multiple ip addresses would be a big bummer if it meant that I had to always access from one pc.
I also sign in on multiple browers at the same time often - to work as an administrator and check view as public/member.
and same question for the log of email blasts
On a going forward basis, would also want this administrator level to be able to initiate polls/votes/surveys and the things associated with that roadmap item.
FYI - I'm using Explorer 7 on Windows XP. I find that I can always open one instance in admin mode and one instance in member mode as long as I open 2 separate instances of Explorer.
So open Explorer - sign in as admin.
Open another copy of Explorer - sign in as member.
I can go back and forth as often as needed. Really nice when making CSS adjustments in member mode or restricted area. Click preview - switch windows - check to see what happened - switch back and make adjustments - etc.
Well, I don't know if WA just changed something or I just did it in a different way, but tonight I've got 2 different instances of explorer running and I'm signed in doing admin on one and viewing public/member on the other. Great!
This problem is exactly why we are waiting to get friendly url's prior to migrating. As far as I can tell, being able to recreate all of our pages with the same url (ending in .html) as they currently have will eliminate any 301/404 issues. We create the new site to mirror the old, repoint the url, and we migrate seamlessly.
I can see where a custom 404 page gives a nice package effect for someone that types an incorrect url.
I'm assuming from your comments that the 301's would be created on the WA server, since any other place would be useless once you migrate over to WA. I could see that the 301 redirect could be useful for someone that is revamping their site and changing their url names I suppose. But you could basically do the same by just keeping the pag/url in place and re-purposing it.
Ad’s management is a huge business with strong players, so building something competitive will cost us a fortune. There is quite low probability that we will take it into development in the nearest future.
For simple cases we recommend to use existing CMS functionality to inject ad’s into site pages. In case if you need precise control on what and when should be shown, then we recommend to integrate 3-rd party solutions.
We do something like this, on a separate "market place" page. Currently we tie it to sponsorship. But better tools are always nice.
ok - I think I see the difference -
member id - system record number - auto generated
. . . so is there any reason for the user to ever see this or know about this?
user id - selected by user, as long as it is unique
. . . can be used in place of email for signing in, so that more than one person can sign in with the same email address
QUESTION, as I will be loading a new database in as soon as friendly url's are available -
when I set up the database fields for upload, do I ignire the member id? does it just generate itself as it creates each record? (And go ahead and load the user ids as a custom field for future use?)
Isn't there another active thread on this topic?
Can't find it right quick, but seems to me the discussion on the other thread was that a system generated "member id" might be better called a "record number" and let the member ID be things that make sense to the organization - or that might already be in place in existing systems
For example, my "member id" in our existing system is "gypse" - it can not be duplicated within the system - has to be unique for that field - but is "user friendly"
In the "broader sense" of a classifieds board, we do a "market place", where sponsors can place a .jpg image like they would an ad in a magazine. Image size depends on amount of sponsorship.
. . . here's the other post I was looking for - looks like it ties in with http://forums.wildapricot.com/forums/308920-archive/suggestions/8831536-sub-folders-for-pictures-and-documents-5247
Yes - that they are basically treated like a page in the system, with the same password access
Good reminder that just because these docs are accessed by a link on the members only page doesn't mean they are passworded. I really hadn't thought of that. I was about to load some "sensitive" data so someone other than me would have access if something happens to me. I guess I'll just have to stick to emailing updated copies periodically to my backups.
We are a 100% virtual organization. I definitely like to see .pdf's of all legal docs, etc stored on the system, so that if something happens to the member that has them in their possession (like hurricanes), we retain a copy. I'm not too upset if a .pdf url to one of the legal docs leaks out, but I didn't realized it wasn't secure.
For the more sensitive data, I'll have to test the system more and make sure I've got an area that only certain people can see, then I hope I can type in on a WA passworded page to put copies of info that the group needs if I should disappear on them.