Hsld/Ind 2.0 - Giving

re: Hsld/Ind 2.0 - Giving

tom — Thu, 31 Jul 2008 16:29:19 GMT

Don't know if I like having the giving always shown in the priority position. We have some users that have multiple functions at the top and giving rights are necessary but not their primary role. More often than not, they will be scrolling past that information

re: Hsld/Ind 2.0 - Giving

CurtisHarris — Thu, 31 Jul 2008 16:39:58 GMT

@tom we have had quite a bit of conversation re: the giving view with the first video in this series. I believe the opinion is leaning toward the idea of always starting the giving section collapsed (both to stem temptation and hide from the casual 'over the shoulder' observer). It would seem that your argument may be minimized if that solution was in place... am I right?

re: Hsld/Ind 2.0 - Giving

cervin — Thu, 31 Jul 2008 20:28:27 GMT

I don't like it at all having the giving here as a visible to choose or to have seen. Reason, only a few of us on staff have rights to view giving, and I'd rather click a few more buttons to know that information is secure from anyone coming in and out of my office, than having it under everyone's profile. If you are looking up information on your church members which is m y whole job, then anyone in my office could easily see that information that is now she greatly secure.

I just think it's too risky for someone else seeing or getting their hands on it, than where even know if you stumbled on the giving tab you have to know how to use this tab in order to see anything.

re: Hsld/Ind 2.0 - Giving

bervin — Sun, 03 Aug 2008 13:26:30 GMT

I also do not like this feature. A few clicks is not a big deal for the security of the giving information. Possibly just put a link on the page somewhere to take the person to the current giving page. Also giving should not show up in the involvement area or it should be a option we can turn off for everyone, even those that have giving rights.

re: Hsld/Ind 2.0 - Giving

cho — Sun, 03 Aug 2008 15:16:54 GMT

I think I agree with the previous concerns here. Contact information (phones, address, emails, web/IM) should be the top info.

re: Hsld/Ind 2.0 - Giving

mliberman — Mon, 04 Aug 2008 09:27:02 GMT

This looks like a huge improvement. I think the setting of having that view collapsed to start with makes sense for reasons discussed. But I still think that even the people with Giving rights enabled would want the contact information at the top of the screen.

re: Hsld/Ind 2.0 - Giving

CurtisHarris — Mon, 04 Aug 2008 17:09:39 GMT

@cervin @bervin just for clarification, only those with giving rights would see any of this stuff otherwise it wouldn't even be visible.

re: Hsld/Ind 2.0 - Giving

CurtisHarris — Mon, 04 Aug 2008 17:11:42 GMT

@mliberman contact information (phone, email, etc) is a priority shown on the right hand side of the screen. Contacts (tasks via contact forms) are shown below; I wouldn't think the finance team typically sees that as a priority over giving. Am I right/wrong?

re: Hsld/Ind 2.0 - Giving

kdorado — Tue, 05 Aug 2008 00:08:35 GMT

I like the contributor visibility information and I think that my ministers may be interested in being able to see this information.

However, the direct access to all the other giving information is a security concern for me as well. I try to lock my computer when I walk away from my desk, but sometimes I forget. Also, I am the only one besides the treasurer who spends any time looking at actual contributions and it is almost always a separate process from anything else I am doing in the portal.

re: Hsld/Ind 2.0 - Giving

jschneider — Tue, 12 Aug 2008 14:23:20 GMT

Curtis - I agree with your decision to show all the giving information in individual view. Also like how you added the last six months giving "dots" in the same section. Have you thought about doing the same for the household view, showing the dots for the household (and we would know it is for the household since it would be "yellow highlighted"). The reason for that suggestion is related to a version 2 suggestion, that you have the ability to print/export/email the giving section (both individual and household) as well as the "Household Involvement" section. I think you have created a view nice view in those and to be able to get the information out of F1 in some form (rather than a screen print) would be helpful. Also a version 2 suggestion would to be able to view back one year, rather than just 6 months. Glad you are already working for the "force" collapse of the giving information. I think that is the right immediate solution. As you have repeatedly said, it is only viewable to portal users with giving and contribution rights.

re: Hsld/Ind 2.0 - Giving

bervin — Fri, 15 Aug 2008 14:44:35 GMT

I understand that but we have a few people that work in open areas with giving rights. Not secure enough in my opinion.

re: Hsld/Ind 2.0 - Giving

Dan Lott — Mon, 18 Aug 2008 19:08:16 GMT

The Giving section should be at the bottom. At the top places too much emphasis on money. And most portal users are not looking at Giving as the first priority. It is part of the overall picture of an household/individual.

re: Hsld/Ind 2.0 - Giving

Dan Lott — Mon, 18 Aug 2008 19:08:49 GMT

It is not a good financial process to have the ability to add a contribution in this view. Contributions need to have processes that tie recording of giving to the general ledger and meet audit standards.

re: Hsld/Ind 2.0 - Giving

Dan Lott — Mon, 18 Aug 2008 19:09:11 GMT

Pledges are not a good thing to try to do here. It is very difficult to record pledges so they reflect what an individual is committing and then be able to use that information in a conversation. Leave it out.

re: Hsld/Ind 2.0 - Giving

CurtisHarris — Tue, 19 Aug 2008 19:42:05 GMT

We have 3 questions we need answered, two of them refers to how giving is displayed; please consider taking the survey to help us answer them: http://www.surveygizmo.com/s/61243/hsld-ind2

Thanks.