CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • how to contribute code for displaying soft credits on the contact dashboard
Pages: [1]

Author Topic: how to contribute code for displaying soft credits on the contact dashboard  (Read 1066 times)

Sean Madsen

  • I post occasionally
  • **
  • Posts: 98
  • Karma: 5
  • CiviCRM implementer/developer
    • Bikes Not Bombs
  • CiviCRM version: 4.6
  • CMS version: Drupal 7
how to contribute code for displaying soft credits on the contact dashboard
April 12, 2010, 02:23:36 pm
I would like to provide a code contribution that makes the following use-case possible:

  • (1) An unprivileged user named "Charlie Brown" has a contact record, a user account, a personal campaign page; and has solicited donations through the personal campaign page
  • (2) Also, staff have manually entered some cash/check contributions and given Charlie soft credit
  • (3) Charlie logs in and visits his contact dashboard
  • (4) The contact dashboard has a section titled "Your Fundraising" that displays below "Your Contribution(s)". In this section, Civi presents a comprehensive table of Charlie's soft credits with the following columns
    • "Contributor" (name of contact making the contribution)
    • "Amount" (soft credit amount)
    • "Date" (contribution receive_date
    • "Email" (contributor's primary email address)
    • "Address" (contributor's primary mailing address)
    • "Payment Method" (contribution payment instrument)
    The table only shows completed contributions, and the information is sorted by date descending.
     
  • (5) after seeing the information presented in the table, Charlie is better able to fundraise by asking specific people who have not yet given and thanking specific people who have already given.

WHY:
People doing fundraising need to see who is donating to their fundraising page. The honor roll is inadequate for the following reasons:
  • Fundraisers should be able to see donors who do not elect to be in the honor roll
  • Fundraisers should have access to contact information for their sponsors so that the fundraisers can send their sponsors thank-you messages.
  • Fundraisers should be able to see all of their sponsors at once, without having to wait for a scrolling widget (such as the honor roll). For example, some of our fundraisers have over 50 sponsors for a given personal campaign page, which makes the honor very painstaking when trying to extract specific information.
  • Fundraisers should be able to see soft credits for contributions that came in outside of their personal campaign page. For example, step 2 of the above use-case story.

HOW:
I'd like some general advice for how best to approach this task. I have PHP skills, and I'm very familiar with the CiviCRM data model. I just don't quite understand the CiviCRM project well enough to have a clear idea of what to do. Also, this will be my first code contribution. Can someone offer a high-level outline of the modifications I'll probably need to make? Any other thoughts/advice?

zesgar

  • I post occasionally
  • **
  • Posts: 107
  • Karma: 2
  • CiviCRM version: 4.3.4
  • CMS version: Joomla 2.5
Re: how to contribute code for displaying soft credits on the contact dashboard
March 11, 2012, 01:20:26 pm
did you ever get any code generated towards this effort?  I am very interested!

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • how to contribute code for displaying soft credits on the contact dashboard

This forum was archived on 2017-11-26.