Blogs

Official Fellowship Technologies Blog

Exploring the new Fellowship One Portal

As we revealed yesterday, the Fellowship Tech Development team has put in an incredible amount of work to give our church partners not only an updated interface, but a more dynamic and efficient experience. Today, we're exploring some of the new enhancements in this important update.

First, here's a side-by-side comparison of the old Portal interface with the new one:

F1 before_after

Perhaps the biggest change is the removal of the side navigation bar, which has been replaced by a new drop-down drawer navigation at the top of the screen. This new dynamic drawer menu slides down over the page content, revealing every link in the Portal.

Dynamic Drawer Menu

Dynamic drawer menu

 

Another intuitive navigation addition is a simple "back tab", which maintains the current state of the session, eliminating the need to use the browser's back button. So, if you're looking at an individual's details, you can always use the new back tab to go up one level to the family view without navigating through the menu.


Back Tab

 

When you need actionable items, but don’t want to clutter the interface, gear menus can help. They contain a list of collapsible actions at the top-right of the page, so you can have quick access to common steps, eliminating unnecessary mouse clicks. By that same token, the actions sidebar can help keep actionable items visible, without making them a focal point of the page. You can focus on the task at hand with secondary actions nearby on the sidebar.

 

Menus and Actions

A new convenience feature allows you to view more details about a person, without leaving the page. This will show a picture (if available) and pertinent details that are most commonly needed when trying to find contact information. Included in this view is a map link that pulls from Google Maps to show you exactly where a person lives.



Tomorrow, we'll look into even more new aspects of the new Portal interface and share some of the cool, new ways to maximize Fellowship One.

Involvement Graph
Published Wednesday, October 07, 2009 9:22 PM by acoppedge

Comments

 

brett.anderson said:

This looks great guys! Can't wait to use it. Have you announced an ETA?

Also, Mark Abraham looks curiously like Mark Lindsley, but Lindsley is definitely more attractive.

October 9, 2009 6:44 AM
 

Administrator said:

We're planning for a mid-November release.

October 9, 2009 8:21 AM
 

Moe O'Brien said:

Way to go you guys!  You are knocking it out of the park.  I really appreciate the expanded view, the better use of space and the dynamic drawer menu.  This gives a better view for end users to see if they're on the right track! Thanks for working on this!

October 9, 2009 8:41 PM
 

Christine Bennett said:

Looks good, excited to introduce it to the staff.

Question - I noticed there is no option to change source code in the e-mail - will this be added before the next roll out?

October 12, 2009 3:35 PM
 

scrisswell said:

New update looks good.  Just want to comment that the last couple of big updates you guys have done have been a great inprovement.

Thanks for all the hard work.  Keep it coming.

October 12, 2009 4:19 PM
 

jhook said:

Let's all remember that no changes are considered good, in the short term. No one likes change; however, without change, progress cannot be attained. We at Fellowship Technologies believe that these changes will provide so much long term benefits to the product, and to you - the user, that the short-term difficulties of learning the new look-and-feel and slight changes in navigation will be well worth, in fact in the not too distant future.

Progress requires change and we will continue to push the product forward so that you can provide better service to your congregation, community and staff.

Grace to you,

jhook

CEO/President

Fellowship Technologies, LP

October 12, 2009 4:27 PM
 

Administrator said:

Christine -

We changed HTML editors with this release and will be adding back the source code view soon.

Curtis Simmons

October 12, 2009 4:38 PM
 

tgrace said:

On Staging now which is very cool by the way.  I noticed on the screenshots above there is a "Groups" tab between "People" and "Ministry".  But it's not present in the staging environment.  Is there a reason why?

Good job with the redesign.

October 12, 2009 4:54 PM
 

bay said:

Looks great!

On the view more details can the option be there for cell/work phones too?

October 13, 2009 1:32 PM
 

Mike Niebuhr said:

Looking good. Will the release have search by status ready in dup'finder?  Or do I need to change my security settings?

October 13, 2009 2:05 PM
 

Administrator said:

(tgrace) Your user account must be linked to an individual record to be able to see the Groups tab.

(bay) We're not clear what you are or are not seeing. Could you please elaborate?

(Mike) You have to click the “Status” search button, where it says Search By Name Status

October 13, 2009 7:09 PM
 

bervin said:

It would be great if in the duplicate finder we could edit the information right there instead of having to match them and then go back to the record to change stuff like the address and phone number formatting. Also if it finds a match we can't edit the fields that may have address formatting issues or phone number issues. Another thing when matching it does not allow us to choose sub status. This all creates extra work because you then have to go into the person's record and correct it after the fact.

Having said all of that I do like the layout much better. Now lets work on some function issues that have been around for a while.

October 14, 2009 12:40 PM
 

cmolin said:

When in the Staging Environment and under Weblink, I never thought to look in Form Builder to view all of the current forms already built.  This was where you would go to build a form, I thought.  In the old/current view when you clicked on Weblink the "Form List" automatically appears.  This seems to be a more appropriate title, then once in the "Form List" you can add/build a form.

Looks great, excited to actually get started using it.

Blessings!

October 14, 2009 3:13 PM
 

jcox said:

2 things.  One is, I maybe it's a just a staging enviornment thing, but you get a https warning that some of the content is being linked in from a non SSL encrypted source.

Second, under Admin, where is that you create and manage volunteer opportunites forms in the new look.  It doesn't appear that it has been moved to the volunteer pipeline area under people either... so did you forget to create a management link under admin?

-Jeff Cox

October 14, 2009 6:02 PM
 

mlindsley said:

@bervin,

Love your ideas and we have been compiling similar ideas from the IDEAS section of the Experience website.  You will definitely be seeing some definite improvements around Duplicate Management in the upcoming months as we have an initiative around this challenge.  However, to work on this and other projects, we needed to reskin the portal first.  It will allow a consistent appearance and code behind all of the pages.

Thanks for your feedback!

Mark Lindsley

Business Analyst, Product Management

October 15, 2009 9:27 AM
 

mlindsley said:

@cmolin,

Thanks for the feedback on the WebLink tab.  We're evaluating the names of the menu choices to make sure that they make sense to end users.  Your feedback definitely helps.

Mark Lindsley

Business Analyst, Product Management

October 15, 2009 9:31 AM
 

mlindsley said:

@jcox,

The HTTPS Warning is concerning a mix of content... secure (HTTPS) and non-secure (HTTP). We'll see if there's anything that we can do to alleviate this message. As you said it might just be a Staging thing.

We moved the Volunteer Opportunities Forms to the WebLink tab.  Seemed to make more sense as it is a WebLink module and the end user probably had too much access to Admin functions.  It's located under WebLink > Volunteer Application > Manage Forms.

Mark Lindsley

Business Analyst, Product Management

October 15, 2009 9:40 AM
 

voneil said:

This new look is great! I love that the Volunteer Pipeline in all under the people tab this does help the flow of the work. One thing we couldn't find was the in the current portal under People - Volunteer - was the option of Background Check Request.  Where did that go?  Also, we noticed in the staging environment you have changed the terms a bit - it used to say Narrow Selections and now it says Review Application but once you click on the link it says Narrow Selections, this is for every step of the Volunteer Pipeline, the list just under the people tab is different than before.  It would be helpful if the two terms matched.

October 15, 2009 11:43 AM
 

Moe O'Brien said:

I demonstrated this to some of our staff today and they also noted that the term Form Builder is not clear.  We have many volunteers who access this area and would be confused if they were looking for the lists of forms and did not see that option somewhere.  

October 15, 2009 1:40 PM
 

mlindsley said:

Thanks for all of the great feedback! We have reviewed the feedback and placed the following suggestions in Staging:

- @cmolin & Moe O'Brien:  We have changed the WebLink > Event Registration > "Form Builder" menu choice to WebLink > Event Registration > "Manage Forms".

- @voneil:  We have made sure that all of the Page Titles are consistent with the Menu selections.

Blessings,

Mark Lindsley

Business Analyst, Product Management

October 23, 2009 9:34 AM
 

DNewell said:

Thanks for all your hard work on this.  I agree with Bay's comments regarding the pop up window enhancement allowing you quick view of contact info--it would be VERY helpful if cell and work numbers could be included on that.  This enhancement definitely helps to streamline the portal and makes it much more user friendly.  You guys are doing an awesome job!  Thank you again and very excited about its release!!  

Deb

October 24, 2009 7:02 PM
 

kjepson said:

Excited to see the upcoming changes!

Will small groups be updated during this phase?

I love F1's User Groups - and hope that the small group manager can get a "facelift" and would be able to look similar to the user groups, plus allow small group leaders to update the content on what their group is teaching/studying doing etc...

(it seems you guys are working on it) :-)

October 26, 2009 4:27 PM
 

Moe O'Brien said:

Hi Guys!  Thanks again for allowing us the privilege of giving our input.  I have one question and one observation.

1.  We still can;t find the Background Check Request.  It used to be under People > Volunteers > Background Check Request.  I can't see it under People or under volunteers.  Has it been moved or eliminated?  

2.  I just went through the duplicate finder pages.  I know you're going to be changing these....but I wanted to ask you about one thing.  I noticed that you've moved the merge/cancel button to the far left of the screen.  This seems to defeat the purpose of moving the people search field to the far right of the screen. (If you have to "dig deeper" to research a merge, you have to leave the duplicate finder area and search each household to see various pieces of information.  

It may seem like a minor thing to you, but when we merge hundreds of records in a short period of time, every click, move of the mouse, or paging down, adds time to the process as well as muscle fatigue or repetitive stress syndrome for the end user. (It is not unusual for us to merge 600 - 800 records in one month.)  Please consider these types of situations as you continue to reshape the user interface.  

Thanks so much for your consideration!

Moe

October 30, 2009 10:44 PM
 

mlindsley said:

Moe,

The Background Check Request will definitely be in place under the People > Volunteer Pipeline. It is not there in Staging to prevent users from actually running them in the Staging environment.

Can you please send me a screen shot or two of what you're referring to in the Duplicate Finder pages?  This will definitely help me understand your needs.  You can email me directly at mlindsley (at) fellowshiptech.com.

Thanks for your feedback.  We greatly appreciate it!

Mark Lindsley

Business Analyst, Product Management

October 31, 2009 6:21 AM
 

dmoore said:

The new layout looks great.  One suggestion:  Make sure people know what the red dash is for in the giving environment.  I clicked on it thinking it was an expand/collapse and it deleted my pledge.  Thank goodness for the staging environment.  Maybe a red "X" would be better or a pop up that explains what the button does.

Dave Moore

November 5, 2009 1:59 PM
Anonymous comments are disabled

About acoppedge

Anthony is the Director of Communications for Fellowship Technologies. Prior to his current role, Anthony has owned a church consulting firm, managed audio/visual integration companies and worked on staff as a Media & Communications Pastor at three large churches.