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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Participation Tracking (Boards, Committees)
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Author Topic: Participation Tracking (Boards, Committees)  (Read 1953 times)

Jerry

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Participation Tracking (Boards, Committees)
June 26, 2007, 11:02:57 am
We have been tossing around the idea of having a participation tab which can include boards, committees, etc.  The main feature will be the fact that these types of associations will expire on an annual (or other) basis.

Currently, the membership info can be used to track these expiring memberships but we feel it would be better to include this functionality as a stand-alone feature.  Separating this from memberships could help better manage the individuals.

I assume this may not be a terribly difficult feature to add, since it mostly mimics the functionality of membership.

Thoughts?

Dave Greenberg

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Re: Participation Tracking (Boards, Committees)
June 26, 2007, 03:57:36 pm
Have you considered using Relationships for this. You can set up Relationship Types for various types of "Participation" - and you can input start and end dates for the relationships. You would need to create an Organization contact record for your various Board(s) and Committees - which might be a drawback depending on how many and how volatile these are. However, you can also extend Relationships with custom fields to store any additional info you might need (and can make these specific to a particular relationship type if that's useful).
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Jerry

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Re: Participation Tracking (Boards, Committees)
July 02, 2007, 11:09:50 pm
Well I'm not sure if that would be the solution to best fit our needs.  Essentially we will have about 25-50 organizations each with upwards of 5 boards each (all on the same install).  It could make an easier workflow, I believe, if I were to create a new tab (like Memberships) which contained information for only board/committee participation.  I will attempt to sketch out some preliminary ideas for this type of addition and see if others may find it useful.
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Participation Tracking (Boards, Committees)

This forum was archived on 2017-11-26.