We have a website which uses CiviCRM and Druple which has some issues. Please review the following list.
Below is my list in priority order (1 and 2 are equal):
1) Fix reports and vendor info pages so the information they are required to enter shows up in html reports (and excel exports).
Street Fair: if you click on any vendor name after doing a search little of the info they entered in to sign up shows. The most important info is what the state requires us to submit. In fact if it's not too much trouble a report called Dpt of Revenue Report with just that info would be ideal:
-Vendor Name (Business)
-First and Last Name
-Address
-Phone
-Sales Tax ID
Space number for the Street Fair should show in the reports also. Ideally on every page since that's often a first question.
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2) Same thing as in #1 with Member information. Most important information here is membership status and renewal date.
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3) Also can you double check the expiration process. It doesn't look like membership expires when they don't renew. It's supposed to go "New" for the first month (i believe) then to "Current' for 10 months then to "Grace" for 1 month, then to "Expired." It appears that no one expires. This means that expired members are still on the website unless we take them off manually. Also they're supposed to get a reminder email when they enter the "Grace" period to renew. I don't think that is happening. ( [obscured] should get that email too i think...i haven't looked at it lately but I think that's a setting I can control in CiviCRM).
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4) Map of the Street Fair should be broken out into a public page also that can be viewed at any time after the fair has closed. This should be adjustable to new Street Fairs....The Street Fairs are set up so that we can archive all old Fair information. So the fair for next year will be the 35th Annual Street Fair (vs the 34th that is the only one we have right now). We would want the map to link to the new one automatically or over top/in place of the old one if possible?
5) We should have a link that we can activate on the front page that will take visitors directly to the Street Fair Page: [login to view URL]
6) Need to adjust the Sales Tax ID number so that the same number can be entered. It should replace the previous one entered under the vendor name. Currently a number cannot be entered in twice.
7) We need a newsletter template designed for bulk emailing to our email list.
8) I'd like the meeting minutes to be stored on the site and searchable by the members. Ideally the minutes can be typed into a standard (email?) template by the Secretary that the Secretary can submit to the membership then also archive it on the website for later reference.
Two others that I can handle but may need help with:
-We need to have pictures of the Street Fair on the site.
-We need an Executive Committee page..