Community issueshttps://lab.civicrm.org/groups/community/-/issues2024-03-08T14:26:09Zhttps://lab.civicrm.org/community/civicrm.org-website/-/issues/31Consolidate content around bug reporting, issue queue and CT2024-03-08T14:26:09Zjoshjosh@civicrm.orgConsolidate content around bug reporting, issue queue and CTThe following pages can be removed and their content can be consolidated into other pages:
- [x] [Work with the core team](https://civicrm.org/work-with-the-core-team) - Consolidate into [core team page](https://civicrm.org/core-team)
-...The following pages can be removed and their content can be consolidated into other pages:
- [x] [Work with the core team](https://civicrm.org/work-with-the-core-team) - Consolidate into [core team page](https://civicrm.org/core-team)
- [ ] [Paid issue queue](https://civicrm.org/paid-issue-queue) - PIQ has very low adoption. Likewise, any issue can in theory be PIQ. Langauge should be consolidated into issue queue & bug reporting
- [ ] [Issue Queue](https://civicrm.org/issue-queue) - can be consolidated with [bug reporting](https://civicrm.org/bug-reporting)joshjosh@civicrm.orgjoshjosh@civicrm.orghttps://lab.civicrm.org/community/marketing-automation/-/issues/1What is the CiviCRM's Marketing Automation Strategy? CiviMail, Mosaico, Mauti...2023-06-26T14:43:44ZSimon ParkerWhat is the CiviCRM's Marketing Automation Strategy? CiviMail, Mosaico, Mautic, Forms, Landing Pages etcCopied over from my StackExchange post:
This is more of a discussion point rather than a question, and I'm interested to get peoples views on topic. It's brief as I don't want to make it unreadable and please excuse the rushed ramblings...Copied over from my StackExchange post:
This is more of a discussion point rather than a question, and I'm interested to get peoples views on topic. It's brief as I don't want to make it unreadable and please excuse the rushed ramblings and stream of consciousness.
I've been blogging bits and bobs along our journey with CiviCRM and WordPress and I've been drafting something on how one could approach marketing automation with CiviCRM. It's an area I've worked on extensively within the private sector and I've been attempting to deliver a mature solution for the Charity that I Chair where we are running CiviCRM.
Marketing Automation is a broad term that can include many different activities, but I'm focusing on email marketing automation as this has the highest conversion rates in modern digital marketing.
I classify email marketing automation as the following activities that are 'software-enabled':
* Building marketing campaigns that can be delivered across multiple 'channels' (but primarily email).
* Lead generation, segmentation and tracking
* Landing Page creation with form integration to collect lead details
* Drap & Drop email design for different types of emails inc but not limited to newsletters, announcements, product launch, transactional etc
* Create automated workflows, triggers and email sending
* Hosting of downloadable assets such as eBooks, Whitepapers
* Creation of a marketing funnel/sales pipeline that links up with some kind of 'sales process'
I'm hoping someone can correct me if I'm wrong, but there doesn't seem to be a 'community standard' way to approach this for Civi. It can be solved in a number of different ways, all with tradeoffs:
**Solutions that are CiviCRM native or extension based**:
**CiviMail**: Standard email functionality
**Mosaico**: Email template builder
**Chassé and/or CiviRules**: Email journey workflow builder
**CiviCRM profiles/Drupal Webforms/Caldera forms**: Collection of lead data
My personal experience has been that although these tools work well as single-point solutions (eg Mosaico works fantastically for email template design), building a functional marketing automation flow with different components working with each requires development and a reasonable financial investment. For example:
1. Create a landing page with a working form in WP with Caldera Forms and register all the 'lead' details in CiviCRM as part of one's marketing funnel
2. This triggers an asset an eBook download hosted on cloud storage such as Google Drive
3. Then trigger a 5-part email welcome series workflow using Chassê and account for the different scenarios of the user/lead downloading it (eg are they already an existing member or donor)
4. Trying to visualise and report and account for potential errors on those different stages
**3rd party apps with integrations**:
**MailChimp**: Handles pretty much all marketing automation needs and has group syncing functionality with a CiviCRM extension but as your email list grows, so does your cost.
**3rd party apps without integrations**:
**Mautic**: Handles pretty much all complex marketing automation needs with a good UI. It's free and open-source with an established dev community and is owned by Acquia (who also own Drupal). Mautic does have weak points most notably it lacks the ease of use template builder that Mosaico and MailChimp have.
Mautic does seem like an obvious strong partner for CiviCRM, and a google search shows that at one point an integration did exist? It doesn't look like it does anymore.
Is anyone using Mautic with CiviCRM?
This definitely isn't an exhaustive list, just what I've come across so far. I'd love for anyone to jump in and tell me what other options I've missed and maybe would consider partnering with me to produce a 'how-to guide' on the different approaches.
In the wider market, depending on the price point, there seems to be either all integrated solutions for the enterprise that wrap the CRM and Marketing Automation together (Salesforce Marketing Cloud, Dynamics 365 or tools like Hubspot) or in midmarket business, cheaper independent point solution tools have API integrations eg Mailchimp(marketing automation) integrates with PipeDrive(CRM).
You could say CiviCRM is following a similar vein with both native and integrated solutions but I'd like to pose a few questions of whether there should be a greater community focus on a strategy for these tools and rather than going off in different development directions...
The two functions CRM and Marketing Automation should be part of any organisations digital strategy and I think this should be part of The Community Council conversations, and would ultimately add to the CiviCRM value proposition and increase adoption of new customers.
* Should there be such a focus on point solutions that work well independently, but are costly for organisations that begin to have more mature marketing requirements?
* Could there be a 'roadmap' or 'matrix' that exists that helps end users decide on which marketing solution to use based on their requirements?
* Should there at least be a greater focus on an MIH for Mautic integration? or at least an initial assessment through what is achievable maybe via GSoC?
* Should there be an investment into more general extensibility like Zapier or Piesync?
This is one persons perspective so I'm interested to hear how others feel and their experience.
Thanks!https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/22CiviMail setting to use Google's smtp servers - this is not an issue but info...2020-03-30T02:42:20ZmarkdevarajCiviMail setting to use Google's smtp servers - this is not an issue but info if you are having issues with google smtpHello All
This is not an issue but info for others if you are having problems setting up CiviMail to send mail thru Google SMTP service.
We use a Gsuite account for our mail. We setup 3x email accounts on Gsuite to catch the bounce, a...Hello All
This is not an issue but info for others if you are having problems setting up CiviMail to send mail thru Google SMTP service.
We use a Gsuite account for our mail. We setup 3x email accounts on Gsuite to catch the bounce, an email account to send from and email to activity account.
After much trial and error and reading all the posts on CivMail to Google issues, the setting that worked for us is as follows:-
SMTP Server: ssl://smtp.gmail.com
SMTP Port: 465
Authentication : Yes
SMTP Username : xxxxx@melbournecameraclub.org.au
SMTP Password :xxxxxxx
we send under 500 emails weekly from a Civi mailing list.
Settings - for CiviMail
Mailer Batch limit = 100
Mailer throttle Time =1000000 (micro secs)
Mailer Job size =0
Mailer Cron Job limit =0
very separator = .
Enable custom reply to =no
Cron was setup to execute job.execute every 5 mins (*/5 * * * * etc)
Cron was setup to execute fetch bounces on the hour (0 * * * * etc)
We sent 460 emails in just under 25mins as mail was sent in 100 email batches every 5 mins. Speed of email delivery is not important for us as it is just a weekly newsletter.
Bounces was recorded in Civi reports correctly.
I hope that this helps someone.https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/21Nextgen Gallery plugin on WP stops Civicrm Scheduled jobs from running2020-03-27T03:46:38ZmarkdevarajNextgen Gallery plugin on WP stops Civicrm Scheduled jobs from runningWe are running Civicrm 5.14.1 on Wordpress(WP) and have encountered that the latest Update of NextGen Gallery (v3.3.0) stops Civicrm Scheduled jobs from running. We were running NextGen Gallery without any issues until the latest upgrade...We are running Civicrm 5.14.1 on Wordpress(WP) and have encountered that the latest Update of NextGen Gallery (v3.3.0) stops Civicrm Scheduled jobs from running. We were running NextGen Gallery without any issues until the latest upgrade to v3.3.0.
Once we deactivated this plugin Civicrm Scheduled jobs started working again.
Has anyone else encountered this issue? Any suggested solutions?https://lab.civicrm.org/community/covid-19/-/issues/1Create CiviCRM Spark template site for Community/Mutual aid requirements.2020-03-26T23:09:16ZnicolCreate CiviCRM Spark template site for Community/Mutual aid requirements.Please ping @nicol if you would like admin access to the Spark instance to look at any of this.
# Required
* [x] 1. Profile form for volunteer registration
* [x] 2. Profile list to display volunteers
* [x] 3. Profile map to display...Please ping @nicol if you would like admin access to the Spark instance to look at any of this.
# Required
* [x] 1. Profile form for volunteer registration
* [x] 2. Profile list to display volunteers
* [x] 3. Profile map to display volunteers
* [ ] 4. GDPR/privacy compliant
* [x] 5. Help Wanted form for request registration (should this be an activity, repeating contact field, Case, sopemthing else?)
* [ ] 6. Profile list and profile map to display help wanted
* [ ] 7. SMS - integration for mass SMS
* [ ] 8. some kind of ACL to volunteers/requestees who can ammend their details – and admins, who view and contact everyone
# Desired
* [ ] 9. CiviTutorial - to talk thru key tasks, ie adding Twilio details, or Google geocode API key, importing contact data from Google Sheets.
* [ ] 10. A simnple dashboard on first login pointing admins to the most useful things (CiviMail, import, volunteer signup, etc)
* [ ] 11. SMS Conversation / Dialogue flow? In case confident admins want to try and use it?
* [ ] 12. Better styling of Map markers & poopups (for 3. and 6.)
* [ ] 13. CiviCase?
# Also
* [ ] 12. Multingual support (Spark is multilingual, but how to translate custom field / profile names?)
* [ ] 13. Public landing/info page
* [ ] 14. Small number of test users
* [ ] 15. Input from privacy/accessibility/legal experts - CiviCRM LLC obvs cannot be liable for how users use the system, but how to make this clear and encourage best-practice?https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/20Pausing autorenewal memberships2020-03-27T03:31:42Zdavid.hohmPausing autorenewal memberships
with the current covid-19 situations and mandatory closures, we are investigating ways to 'pause' autorenewals. The idea being that members who have paid for part of this month's memberships will get the remaining days of the month for...
with the current covid-19 situations and mandatory closures, we are investigating ways to 'pause' autorenewals. The idea being that members who have paid for part of this month's memberships will get the remaining days of the month for free when we reopen our facility.
What is the best way to achieve this? We use Stripe as the payment processor and monthly autorenewals.
thanks for the all the help we have gotten from this great community here.https://lab.civicrm.org/community/feature-request/-/issues/25Enriched Deletion2020-03-18T20:08:55ZtottenEnriched Deletion> You might call this a "minority opinion" - I imagine few would take (on first glance) come to the same approach. However, I want to get it on paper because I think it's a deeper solution - and the issue may recur.
# Background / Conte...> You might call this a "minority opinion" - I imagine few would take (on first glance) come to the same approach. However, I want to get it on paper because I think it's a deeper solution - and the issue may recur.
# Background / Context
CiviCRM is a *database application* which tracks *related data*. For example, an `Activity` may be related to a `Case` and three `Contact`s. This creates the question of *referential integrity*. For example, if one of those three `Contact`s is deleted, then the *relation* (aka "foreign key" or "reference") between the `Activity` and the deleted `Contact` becomes nonsensical, and you must do something to make the data sensible again.
CiviCRM builds on top of MySQL, and MySQL provides one mechanism to deal with this: `ON DELETE`. When declaring the schema for `Activity` and `Contact`, you can set a rule to resolve this nonsensical situation by either (a) putting a blank (`null`) value into the reference or (b) deleting the record which has the invalid reference. This process can be thought of as s *cascading* or *propagating*. (Conceptually, the deletion of `Contact` could trigger the deletion of an `Activity` which could trigger the deletion of a custom dataset for that activity).
CiviCRM also builds on top of PHP. It has hooks and events, which leads to another mechanism: by subscribing to some event (e.g. `hook_civicrm_pre`), you can take some action before or after deletion. This mechanism can also provide the *cascading* or *propagating* effect. Compared to MySQL, this empowers a developer to define more nuanced cascading rules.
# Basic Concept
The basic concept of "Enriched Deletion" (*for want of a better name*) can be seen by comparing these two screens. First, we have a normal confirmation dialog that you might show to user before deleting an important record:
![Screen_Shot_2020-03-17_at_8.25.22_PM](/uploads/1b3e288f2cdef33843ed1170d2ec0967/Screen_Shot_2020-03-17_at_8.25.22_PM.png)
With enriched deletion, the user (or *agent*; more about the expanded view in a moment) has visibility and discretion into the consequences of the deletion:
![Screen_Shot_2020-03-17_at_8.25.34_PM](/uploads/630070c9e524b11eb4274e8cbf155a15/Screen_Shot_2020-03-17_at_8.25.34_PM.png)
They have the ability to *see* what data is affected by their action -- and to *decide* what the impact will be.
# Expanded Concept
The *cascade policy* is what you in see the table above -- a list of relations and the rules about how to handle each stale reference (delete the record, set to null, block deletion/raise an error, etc).
The *default cascade policy* is, well, the default. It is determined programmatically. It is mediated via event/hook, and the site administrator can make overrides/customizations.
A screen such as the above is a thin wrapper around an API. All standard API entities would support two actions:
* `delete`: This API performs the deletion. In absence of suitable instruction, it obeys the *default cascade policy*. If the agent has suitable permission (eg `manage rich deletion` -- *for want of a better name*), and if the API call specifies some `cascade` option, then the inputs will take precedence over the defaults.
* `deletePreview` (*for want of a better name*): This API reports about the related entities that would be deleted - and the cascade options that are valid for them. (If the user permission `manage rich deletion`, then all options are valid. If they lack permission, then options are locked-in to the *default cascade policy*.)
# Rationale
Rare is the user who clicks "Delete" while thinking, "Please, I hope the next screen is more complicated!" So why would you add this extra panel to the "Delete" action?
Regardless of this Gitlab filing, *some* cascade policy already exists. It must exist. The question is its form, content, comprehension, maintenance. Who can influence it?
* In the early/original CiviCRM, the cascade policy is specified via `xml/schema/**.xml` (e.g. `xml/schema/Contribute/Contribution.xml` specifies that the `contact_id` relation has a policy of `<onDelete>CASCADE</onDelete>`).
* In CiviCRM with hooks/events, a third-party developer can potentially use `hook_civicrm_pre` to refine the cascade policy. It is not certain if this is actually done or if the interface works well for the purpose, but the basic idea is there.
However, there is no *visibility* into this behavior for a user. Whatever the cascade policy is, there will be elements which feel a bit grey or uncertain. Users will be in the dark about this - they won't even think about the extended implications of a delete until *after* it matters. The existence of extensions heightens the mystery - a user isn't in a position to know what extensions are, and an admin isn't in a position to say how each extension does (or does not) adjust the policy.
CiviCRM is a modular, multi-organization, "customizable/off-the-shelf" system. Consequently, it is difficult to make one set of judgments for grey area things -- especially when there's an open-set of customizations for each site. Even if you do understand the policy, programmatically customizing the policy is an expensive proposition.
The basic concept of "Enriched Deletion" is to formalize the cascade policy in a way that realistically allows+reconciles influence from (a) developers, (b) site admins, and (c) backend users.
# Alternatives
* Hard-code one cascade policy
* Use "on-delete" hooks to allow programmers to customize policies
* Never delete anything - all deletions should be reversible.
* __Comment__: I'm not sure this changes the basic issue about the *sensibility* of the data - for example, suppose a user "deletes" a contact who has a case. Does that case remain visible? Do its activities in reporting about case-activities? Whether the deletion mechanism is hard or soft, there is still some kind of policy/effect on the case and activities ascribed to the contact.
https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/19Job Title in Civicrm2020-03-27T03:31:42Zphillipm2001Job Title in CivicrmI spent a fair bit of time putting contacts into Civi yesterday. All the contacts have been included but their job titles have not. We have been advised by our Civi consultant that there is a flaw with the way that job titles are entered...I spent a fair bit of time putting contacts into Civi yesterday. All the contacts have been included but their job titles have not. We have been advised by our Civi consultant that there is a flaw with the way that job titles are entered and to enter a job title we have to edited the Employed By relationship. This is annoying. Here is a link to some posts on [Stack Exchange](https://civicrm.stackexchange.com/questions/34569/design-flaw-in-current-employer-and-job-title).https://lab.civicrm.org/community/gsoc/-/issues/8Regarding Multi currency memberships2021-03-30T18:23:03ZAmandeepKaurRegarding Multi currency membershipsHello, I've understood the task and I want to try my hand with the work.
Where can I find the form to start with?Hello, I've understood the task and I want to try my hand with the work.
Where can I find the form to start with?https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/18Civicrm and campaigning2020-03-27T03:31:42Zphillipm2001Civicrm and campaigningI would like to gather information as a result of an online campaign. There are a lot of platforms out there such Action Networks. I want to use Civi to collect signatures from an online petition. I would also like to use it to assist pe...I would like to gather information as a result of an online campaign. There are a lot of platforms out there such Action Networks. I want to use Civi to collect signatures from an online petition. I would also like to use it to assist people to write to their local MPs.https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/17Membership price points2020-03-27T03:31:42Zphillipm2001Membership price pointsMy organisation would like to set up organisational memberships. It would be good to have bronze, silver and gold memberships see this website for an example https://www.and.org.au/pages/membership-packages.html. I would like to know how...My organisation would like to set up organisational memberships. It would be good to have bronze, silver and gold memberships see this website for an example https://www.and.org.au/pages/membership-packages.html. I would like to know how to do this in Civi. I would also like to know how to use payment processors such as Stripe and Paypal.
https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/16Civicrm Training2020-03-27T03:31:42Zphillipm2001Civicrm TrainingThere is a lack of training in Civicrm. I have done some training with Cividesk in Denver, Colorado. But I need to get up at 3am in the morning and that is very hard.There is a lack of training in Civicrm. I have done some training with Cividesk in Denver, Colorado. But I need to get up at 3am in the morning and that is very hard.https://lab.civicrm.org/community/community-engagement/-/issues/20Installer should ask analytics-related questions2020-02-27T01:42:06ZJonGoldInstaller should ask analytics-related questionsIt looks like there's a plan underway to make the 2019 installer the standard installer: See https://lab.civicrm.org/dev/core/issues/1615.
Several years ago, we discussed adding additional installer questions to improve our communicatio...It looks like there's a plan underway to make the 2019 installer the standard installer: See https://lab.civicrm.org/dev/core/issues/1615.
Several years ago, we discussed adding additional installer questions to improve our communications/analytics. If we're rolling out a new installer, let's reopen discussion.
Proposals I recall are checkboxes for the following:
* Allow signing up for CiviCRM newsletter (aka "get added to c.o/civicrm") from the install screen.
* Allow collecting the Default Organization data for similar purposes.
* It's OK to contact the evaluator for assistance with evaluation.
* There was also discussion of a field, hidden from the UI, that indicated that the installer was managed by a partner (and an optional field for the installer's name). This would allow us to a) get a sense of how many sites are being implemented by partners, b) in-app communication could be tailored based on whether a partner is involved.
Some of this got bogged down in, "Oh, it's not fair if one shop hogs all the evaluation calls" - but honestly, 5 years later that feels like the least of our concerns. We should implement whichever of these feels uncontroversial.
I'll also propose:
* Contact me if we have an unpatched security issue.
@joshhttps://lab.civicrm.org/community/feature-request/-/issues/24api feature request for usability: filter out deleted contacts unless is_dele...2020-02-04T21:03:41Zndavisapi feature request for usability: filter out deleted contacts unless is_deleted = 1 in parametersThe title says it all... when pulling a contact by email, I should only get undeleted contacts. This is painful when something works fine on dev then you move it to stage, with a much bigger dataset that includes billions of deleted cont...The title says it all... when pulling a contact by email, I should only get undeleted contacts. This is painful when something works fine on dev then you move it to stage, with a much bigger dataset that includes billions of deleted contacts, and everything breaks.
"where is_deleted=0" should be a part of all api calls unless you specifically indicate that you want deleted stuff.
```
$result = civicrm_api3('Email', 'get', [
'sequential' => 1,
'email' => "someuser@somedomain.org",
'api.Contact.get' => [],
]);
```
returns all contacts with that email attached. By default it should only include contacts that aren't deleted.
Just a suggestion! No one is interested in deleted contacts unless they're removing them permanently or undeleting them.https://lab.civicrm.org/community/region/melbourne-meetups/-/issues/15Conversion Tracking with Google Ads2021-01-18T09:29:57Zdavid.hohmConversion Tracking with Google AdsMy organisation got accepted for the Google Ads Grant. There are several benefits that we can unlock if we are able to set up conversions.
I am trying to get my head around how this would work with civicrm and have not had much luck with...My organisation got accepted for the Google Ads Grant. There are several benefits that we can unlock if we are able to set up conversions.
I am trying to get my head around how this would work with civicrm and have not had much luck with an online search.
I'm trying to understand how one would set up the tracking code on the thank you pages since civicrm's thank you pages are automatically and dynamically generated. I'm therefore not sure where one would place the conversion tracking code.
Has anyone here worked out how to achieve conversion tracking with Civicrm?
sorry for the many questions. Just slowly chipping away at features on our wishlist and coming across questions as we tackle them,
Thanks for help here, it has been really appreciated.
cheers,
Davidhttps://lab.civicrm.org/community/region/melbourne-meetups/-/issues/14notification of failed payment2020-03-27T03:31:41Zdavid.hohmnotification of failed paymentHi everyone,
is there a way to get a notification of some kind for when a recurring payment hasn't gone through? Maybe with membership rules?
We've had it a couple of times now that payments haven't gone through for insufficient funds f...Hi everyone,
is there a way to get a notification of some kind for when a recurring payment hasn't gone through? Maybe with membership rules?
We've had it a couple of times now that payments haven't gone through for insufficient funds for example and we only find out about it by chance a few days later.
thanks again for your help,
Davidhttps://lab.civicrm.org/community/civicrm.org-website/-/issues/30Improve the mailing list sign up process2024-03-08T14:25:32ZwmortadaImprove the mailing list sign up processThis is copied from a [discussion in Mattermost](https://chat.civicrm.org/civicrm/pl/rfuhrg4ccjrsxmirpf1dbpbm4o) and relates to the process of users signing up to mailing lists on CiviCRM.org (in this case it was specifically about the s...This is copied from a [discussion in Mattermost](https://chat.civicrm.org/civicrm/pl/rfuhrg4ccjrsxmirpf1dbpbm4o) and relates to the process of users signing up to mailing lists on CiviCRM.org (in this case it was specifically about the security announcements mailing list).
There are three areas that could be improved:
1. On the [sign up page](https://civicrm.org/update-my-mailing-preferences), I don't think there is enough distinction for the 'unsubscribe from all' tickbox. If you don't look carefully it appears to be a set of different mailing lists to subscribe to and some people may just tick all of the boxes to subscribe to everything - not realising that the last one actually *unsubscribes* them from everything.
![image](/uploads/8f14a0ddd142f57fe7e4c0ed474e0aeb/image.png)
1. The confirmation email that I received has a link but it isn't clickable. I had to manually copy and paste it to confirm the changes.
1. When I get to the confirmation page it doesn't mention security announcements just the three other mailing lists.
![image](/uploads/6c8b681ef7990065fde72a193e13d504/image.png)https://lab.civicrm.org/community/feature-request/-/issues/23Proposal: Simplified alternate logging setup using MariaDB Temporal tables2019-11-20T00:20:25ZlolcodeProposal: Simplified alternate logging setup using MariaDB Temporal tablesWe are experimenting with [MariaDB temporal tables](https://mariadb.com/kb/en/library/temporal-data-tables/) for time stamped data extraction jobs. They make detecting record level updates easy and pass that off to the DB engine.
I woul...We are experimenting with [MariaDB temporal tables](https://mariadb.com/kb/en/library/temporal-data-tables/) for time stamped data extraction jobs. They make detecting record level updates easy and pass that off to the DB engine.
I would like to propose an alternate method of CiviCRM logging that just enables the MariaDB standard temporal columns and SYSTEM VERSIONING. This logging option would be available if the DB is on MariaDB 10.3 or later. This would remove the need for the triggers.
This should start out as an extension.
Core changes needed to get feature parity with the current method: The "last updated by" column would move from the log_civicrm_xxx schema into the main table (currently is log_user_id).https://lab.civicrm.org/community/region/sydney-meetups/-/issues/2Can we use 'plus' addressing in CiviCRM to solve the problem of contacts shar...2019-11-14T03:13:14ZMickCCan we use 'plus' addressing in CiviCRM to solve the problem of contacts sharing email addresses?This was a suggestion by Wayne at the meetup for the problem of 2 contacts sharing the same email address
Solution - use 'plus' addressing
e.g smithfamily@gmail.com ios used by John and Mary
- Change emails respectively to smithfamily+j...This was a suggestion by Wayne at the meetup for the problem of 2 contacts sharing the same email address
Solution - use 'plus' addressing
e.g smithfamily@gmail.com ios used by John and Mary
- Change emails respectively to smithfamily+john@gmail and smithfamily+mary@gmail
- CiviCRM will see these email addresses as unique, but the emails will both be received by the original email.
- NOTE - I think that CiviCRM will send the email twice - if that's not a UX problem, then this is an adequate solution
Optionally, you could also add a Household record for both contacts, and add the original email there.
Do all major email providers support 'plus' addressing?
Microsoft Outlook will also support it according to this article
https://www.ghacks.net/2013/09/17/can-now-use-email-aliases-outlook-com/
All of the above can be validated through testing.https://lab.civicrm.org/community/sustainability/-/issues/17Implement community survey 20212021-03-18T13:18:56Zjoshjosh@civicrm.orgImplement community survey 2021Implement a community survey/process
Survey the community to help frame medium term product roadmap.
Focus on end users (maybe, maybe separate questions for others)
Determine if it is possible to do a multilingual one.
Current task li...Implement a community survey/process
Survey the community to help frame medium term product roadmap.
Focus on end users (maybe, maybe separate questions for others)
Determine if it is possible to do a multilingual one.
Current task list (I didn't have perm to edit @aiden's comment)
* [x] @aiden: first draft of focused set of survey Qs
* [x] @JoeMurray: define ask for community input to survey design and share
* [x] @JoeMurray: get Aiden dev access to Wiki project
* [x] @JoeMurray : ask @daniella for help with getting help from Royal Statistical Society
* [x] @JoeMurray : ask RSS for help
* [x] @JoeMurray: invite Phil to join survey design effort
* [x] @JoeMurray : ask for access to old survey results/questions #21
* [x] @JoeMurray : ask @bgm for advice on how we would get access to setup survey on c.o, send mailings, etc. https://lab.civicrm.org/infra/community-messages/-/issues/1
* [x] @JoeMurray : ask Royal Stats Society for help via filling out form and returning
* [x] @Detlev : ask Alejandros to help translate into Spanish
* [ ] @josh: clean Civi.org Members records
Wiki page about this effort: https://lab.civicrm.org/community/sustainability/-/wikis/User-Survey-2021
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Previous description focussed on member survey:
to determine opportunities to improve program success. Ideas/objectives include:
- understanding why the member joined in the first place, i.e. is it just goodwill or is there value that they would like to get out of it.
- whether they use a provider or manage civicrm in house
- how many organization users use civicrm
- do they have adequate training resources
- whether they would rather restrict their financial support to a specific fund, MIH or purpose
- link to register with sitejoshjosh@civicrm.orgjoshjosh@civicrm.org