CiviCRM Community Forums (archive)

Hi,

Adding several contacts to a group is, I think, currently more tedious than it needs to be.  Starting at the group's listing page, it goes like this (in 3.2):
1. Click "Add contacts to [group name]"
2. Enter search criteria and click "Search"
3. Select the records to add and click "Add contacts to [groupname]"
4. Read "are you sure?" message and click "Add to group"
5. Read "Added Contact(s) to Editors" message and click "Done" to return to the group's listing page.

That's at least 5 clicks, and 5 page loads, to add one person.  If you have more than a couple of people to add to a group, it gets tedious.

Some suggestions to reduce the number of clicks and/or page loads:
a. Get rid of #5.  That message can be displayed on the group's listing page.  Since there's only one button to click, there's no choice about what the user can do. He's done anyway, whether he clicks "done" or not.

b. Put #4's "Are you sure?" message into a JS popup.  Even better, get rid of "Are you sure?" and change the "Done" message to include an "Undo" -- but admittedly that's not the way Civi usually does things, so I'll avoid raising the perennial "don't ask me if I'm sure" debate.  At least putting it in a pop-up avoids a page-load, which is a significant improvement.

c. Would be nice if the user were placed back at the "Find contacts to add to [group name]" page after adding one contact, so they can easily find another contact without having to click.  One way to do this is similar to what we do when the user is creating a new contact: one button for "Save" and one button for "Save and New".  In this case we would have "Add contacts" and "Add contacts and search again".

Any thoughts?

- TM

One day. I got a lot of irons in the fire at the moment; I think it would be irresponsible to make promises on this one.