Hsld/Ind 2.0 - Household Members

re: Hsld/Ind 2.0 - Household Members

ann — Wed, 30 Jul 2008 21:10:13 GMT

Curtis, I absolutely love this. Tho only other thing I would like to see is the last date of any attribute or contact. Would help to know if they were current or old before taking time to go deeper. Thanks so much...this is great!

re: Hsld/Ind 2.0 - Household Members

jblack — Thu, 31 Jul 2008 15:28:04 GMT

We can't wait to see this live! Will the security control what notes a person sees - confidential notes remain confidential and Pastoral notes are only seen by the person who has rights? I agree that the giving area should be closed unless specifically opened - but the ease with getting there is wonderful!

re: Hsld/Ind 2.0 - Household Members

CurtisHarris — Thu, 31 Jul 2008 15:40:01 GMT

@jblack

Notes - if you have the note type associated to you, you will see it.

Contacts - we will look at the ministry the contact is currently associated with and only show the contact to the people with that ministry right; confidential notes within contacts will require that the user has the contact confidential note security right.

re: Hsld/Ind 2.0 - Household Members

adinaj — Thu, 31 Jul 2008 15:49:16 GMT

It would be helpful to see the Vimeo in a full screen view.

We use "Other" status quite a bit. We're not sure we want this status to be hidden. Would we know if a household had "Other" without looking? We don't use "Visitor" status right now because it is hidden and cumbersome to find.

What are Groups and Forms?

Is the Suffix going to show in all views? Right now it doesn't, so we haven't been using it, but have been adding it to the last name so it is visible.

Will we know the attendance activities/dates without having to enter dates?

re: Hsld/Ind 2.0 - Household Members

cho — Mon, 04 Aug 2008 06:25:16 GMT

I would second the showing og "Other" and hiding "Visitor"

re: Hsld/Ind 2.0 - Household Members

mliberman — Mon, 04 Aug 2008 13:37:13 GMT

Hi Curtis

Again, looks really good. We do gauge a lot by the number of assignments that they have. Is this something that could be included in the little summary bar for each person?

Thanks!

re: Hsld/Ind 2.0 - Household Members

kdorado — Mon, 04 Aug 2008 23:52:14 GMT

I LOVE the new edit all members feature!

re: Hsld/Ind 2.0 - Household Members

Dawn — Tue, 05 Aug 2008 18:36:57 GMT

Looks great! I love the Edit All Members feature. That is something I've wanted since we started using Fellowship One.

re: Hsld/Ind 2.0 - Household Members

jschneider — Tue, 12 Aug 2008 13:55:34 GMT

Curtis - I like the labels "Head", "Spouse", "Child" on the default pictures. Will those labels still be shown in a church decides to import pictures of their participants into F1?

re: Hsld/Ind 2.0 - Household Members

gstarnes — Wed, 13 Aug 2008 19:51:41 GMT

Frequently need to change last names of entire household. Thanks, Gigi at CBC

re: Hsld/Ind 2.0 - Household Members

CurtisHarris — Wed, 13 Aug 2008 20:49:26 GMT

@jschneider, yes the labels over the pictures are overlays and will be shown no matter how the picture got into F1

re: Hsld/Ind 2.0 - Household Members

Scott — Fri, 15 Aug 2008 16:36:03 GMT

One of the big issues we have is with the labels of people (head, spouse, children)

Will you be updated those labels to be more friendly to more types of families (head, partner, children) or (partner, partner, children)

re: Hsld/Ind 2.0 - Household Members

Dan Lott — Mon, 18 Aug 2008 18:51:41 GMT

In the Household Summary where there are counts on Attributes, Notes, etc there should be counts on the active Participant Assignments and active Staff Assignments. This can be one of the key counts when looking at individual involvement within a household.

re: Hsld/Ind 2.0 - Household Members

Dan Lott — Mon, 18 Aug 2008 19:02:25 GMT

The First Record Date should show beside the individuals picture. This tells us how long they have been at the church. It also is very helpful in sorting out duplicates.

re: Hsld/Ind 2.0 - Household Members

Dan Lott — Mon, 18 Aug 2008 19:02:55 GMT

We like seeing the suffix Jr. and Sr. Keep it in.

re: Hsld/Ind 2.0 - Household Members

Dan Lott — Mon, 18 Aug 2008 19:03:41 GMT

Don’t hide Other. We have numerous households where they have brought a neighbor/friend. Until we have clear information we normally keep them in an Other status and want to know they are there. Also we use Other for extended family members and want to know they are there.

re: Hsld/Ind 2.0 - Household Members

Dan Lott — Mon, 18 Aug 2008 19:04:12 GMT

Edit All Members – This is good to have. We would select the elements we want to change. We would normally use this for Status, Status Date, and Status Comments (needs an option to overwrite or append). If we have situations where we put different information for family members then we would do it individually.

re: Hsld/Ind 2.0 - Household Members

Dan Lott — Mon, 18 Aug 2008 19:04:34 GMT

In the individual view the household members on the right panel should have the first record date showing along with status and date of birth.

re: Hsld/Ind 2.0 - Household Members

Lee Holley — Mon, 29 Sep 2008 23:34:02 GMT

This may be a silly question, but I will ask it anyway...is this just a organized way to view the information or can I edit an individual's information from this view? Lee Holley