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Edit Profile & Membership Dashboard Features Added

Reports - Website

Event registration and PayPal processing is operating very well and there are no recorded outstanding complaints.

All member concerns addressed.  One member expressed concern about how to find their profile information. The member received screen share instructions and demonstration of how to change birth date, etc.  This member provided valuable feedback which is incorporated in the features described below.

Feature Roadmap

The website user menu options changed over the weekend to clarify where the member could change password, update address, phone (i.e. profile), certification, upload copies of certifications, etc.

The dashboard shows a synopsis of the relevant membership status and expiration, events registered and attended, and contributions made to the organization among other things.

  • Directory search continuing development.

On the way to a useable search directory. Currently the directory is searchable (not released to all users yet) but the privacy settings for phone, etc are still being setup.

Please take a moment to update your own profile information after you login.

  • Treasurer and Webmaster need to setup training session on “how to reconcile checks  and online ‘pay by check/later’ transactions."
  • Membership chair provided export from legacy database for import into CiviCRM. I am doing a dry run using a backup instance of the website to test importing the data before doing a live import.
  • Committee chairs and officers consolidated into one category. All contacts are now displayed on the Contact Us page along with the official mailing address.

Known Issues

  • The profile is not saving from the user input mobile or video phone numbers. If saved from the backend, they are successfully stored.

Please try to save your own into your profile and let me know if it works or not.

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