Filter relationship by taxonomy on user controlled form
This is a technical issue but it needs to be resolved before making too many new user forms.
Now
Replace Jotform: Forms Only, not full integration
Trial Entry Form Club Trial Request Form Scorebook Application Dog ID Card Club Application/Renewal Form MR3 Club Application Apprentice Judge Application (maybe, get confirmation) Decoy Certification Request Form Request for Certificate of Insurance
Membership Committee Resources
Submit report to membership committee for their feedback/preferences/wishes/ideas. Create to-do items and update Membership Committee with timeline, adjust timeline based on feedback. Include: Newsletter Announcements Exercises Etc. Ask For Help: Testing for the upcoming Secretary/Administration tasks (this will be clarified)
Secretary Can Easily Update Most Trial Info
Make basic changes (decoys, judge, open field time, add entry form, etc.) simple for the Secretary to edit. This should extend to pretty much everything (I think) except the date(s) of the trial.
Build a Club Report that is more useful
The Membership Committee would like a better report of Club contacts, renewals, etc. I’ll dig into this, and then solicit their feedback.
Membership Confirmation emails
I do not know what sort of welcome email people are sent from the Secretary, but there is no reason we can’t automate this. Emails can be set differently for new members vs renewing/returning members. I would need to be given whatever we want to send them. It would be sent when they submit their …
Ensure that we are not duplicating work and records unnecessarily
Some considerations: I have no membership records at all prior to 2019. So, all historical records up to now should be kept intact and transferred to the next Secretary. They likely are not referred to often, but I think it is always best practice to keep absolutely everything just in case. When things (like member …
Ensure that we are not duplicating work and records unnecessarily Read More »
A dummy account so that you can see the site as others of different membership statuses do
I will need to put just a bit of thought into this, and to write you a little tutorial that you can refer to when you need to do this. It shouldn’t be difficult.
Member numbers would not need to be assigned by the Secretary
This can be effective immediately, if you want.
Member email Reports
Build a report that lists member emails to copy and paste into an email’s bcc line. Make it sortable by all (possible) requested parameters. (The Secretary would ultimately like to be able to email members, based on parameters she selects, from the Website. This has been made a “later” project)