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Author Topic: Seeking best practice advice: group, tag or custom data?  (Read 801 times)

narayanis

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Seeking best practice advice: group, tag or custom data?
August 24, 2009, 05:08:28 pm
I am implementing a profile to allow users to participate in different volunteer categories (setup/teardown, fundraising, street team, etc) and am trying to decide what is the best route to take. I see pros and cons to each:

Groups
-easiest for coordinator to solicit volunteers and send updates via civimail
-must use 'mailing list' option, which requires a second opt-in. if a user wants to help in several capacities, that's a bunch of extra email to click through

Tags
-clearly defines what the constituent means to my organization for reporting
-no security. tags like 'board member' and 'major donor' would be visible for selection

Custom data
-allows me to create a 'volunteer' group of data, with checkboxes for each kind of volunteer work needed
-search criteria can be saved as a smart group for civimail
-available on profiles
-checkboxes save text data, when a 0 or 1 would be sufficient. potential negative effects on query performance and db size
-cons related to civireport?

As I write this, custom data seems like the best way to go. Any reasons not to use custom data, or a better way to implement custom data fields for better performance? I thought of using Yes/No, but am not a fan of radio buttons for usability and I don't know if it would do the nice grouping of fields in search like the checkbox field does. Thanks!

Donald Lobo

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Re: Seeking best practice advice: group, tag or custom data?
August 24, 2009, 06:13:28 pm

i think to a large extent it depends on if you have additional data that you need to attach to various volunteer categories. If so then custom data is definitely the right choice

lobo
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Eileen

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Re: Seeking best practice advice: group, tag or custom data?
August 25, 2009, 03:20:04 am
Xavier put some thought into this - take a look here: - More food for thought than a clear answer by the time you're read the ensuing discussion

http://civicrm.org/node/512
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Seeking best practice advice: group, tag or custom data?

This forum was archived on 2017-11-26.