Aaron Straus's activity

commented on creating an unsaved list 2013-03-03 11:48:49 -0800 · Flag
I’m trying to wrap my head around this decision. Creating throw-away lists that you could quickly batch update, export, map view, or subtract from a larger search was a crucial function that everyone used on a day to day basis. Having to create a new saved list every time you want to group people together in this way seems incredibly cumbersome. I’m obviously open to change and will play around, but my first impression is that this is a mistake.

Can I setup an email autoresponse for survey pages?

Don't see the option anywhere.

Official response from

This is not a feature of surveys at this time. Under Survey details>Settings, you can mark responders for follow-up so that the assigned point person knows to reach out after the survey has been completed. Alternatively, you could direct users who complete the survey to land on a page that details next steps as you might have laid out in an autoresponse email.


tagged Rena Guay's better way to handle "show stream" and "allow comments" site-wide with Settings 2013-03-04 15:41:35 -0800

better way to handle "show stream" and "allow comments" site-wide

If I want these features disabled on every page of my site (as is often the case) except for one (a suggestion box page perhaps), there is no easy way to enable these features for that one page. I have to enable them site-wide and go through and disable them page by page for the entire site, except the one page I needed them for.


commented on Better Call Sheets 2013-01-30 13:00:12 -0800 · Flag
I’m have trouble here with donors that have long contribution histories. These histories are pushing the notes and call log box onto a second page for the call sheet. The notes and call log box are actually more important that the contribution history. Is there a way to remove the contribution history or just make it so that the notes and call log box appear above it? Thanks.

tagged Jason Meer's Changing the order of my hosts, tickets in an event page with Answered 2013-01-29 14:04:10 -0800

Changing the order of my hosts, tickets in an event page

I have a fundraising event page. I'm using hosts and selling tickets. 

Hosts appear in alphabetical order in the drop-down menu I've noticed. I need the primary hosts (the people who's home the event is being held at) to appear first on this drop-down. Is there any way for me to change this order? 

Ticket levels appear smallest to largest. I need them to appear largest to smallest. Same thing, anywhere I can change this?

 

Official response from completed

Both host names and ticket levels are displayed using Liquid output tags and sorted as described by default. You can copy the generated HTML tags by viewing the source of the page and re-arrange the items in the page template, replacing the Liquid tags. This is considered a hack and any changes to ticket levels in the control panel will not be reflected.


tagged Julie Niemi's Option to advanced search by work address and mailing address with Settings 2013-06-17 11:15:50 -0700

commented on Advanced search for work address 2013-01-23 16:23:07 -0800 · Flag
Understood. So if a record has both a home address and work address, let’s say in two different cities, when I advance search for the work address city the record won’t show up as part of my search? Thanks!

tagged Julie Niemi's option to show exact time stamp as opposed to approximation in feeds with Settings 2013-06-17 12:03:02 -0700

option to show exact time stamp as opposed to approximation in feeds

In so many feeds around the control panel it says "Joe Doe took an action 5 days ago". This becomes even less precise when you are dealing with months and years.

I know in some cases people prefer approximations here, but in many cases (especially big campaigns that do a lot of fundraising) a precise time stamp would be better. Some kind of global option to go with one or the other would do the trick.

Official response from completed

If you hover your mouse over the timestamp, it will give an exact time.


commented on Require Email on Donation Page? 2013-01-15 13:46:33 -0800 · Flag
Hey guys, we ran into this question today as well. Any updates?

tagged John Bronson's Importing new private notes with Important 2014-01-13 12:15:06 -0800

Importing new private notes

For organizations trying to transfer their databases over to NationBuilder from other platforms this would be a very useful tool. Many databases have extra note fields that organizations populate with important info. When it comes time to move to NationBuilder there is nowhere to put this info other than the background note field, which is usually the first to go. For additional notes you are out of luck.

Being able to import note columns as a new private note would eliminate this issue, and since private notes are unlimited in NB you could import as many different note fields as you'd like.


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