GS have requested that we add four additional fields to the prospect pivot report, and that we re-name a couple of others. This poses the problem of doing this changes specific to Greenhouse Sport's installation,
Field name updates
"Prospect client type" should become "Contact Type"
"Prospect client subtype" should become 'Org Type"
New fields to add to report
Supplier Sub-Type
Donor Sub-Type
Education Sub-Type
Gov Sub-Type
Before
There was no way to add custom fields per installation to prospect report, nor a way to customize field labels used on the pivot report.
After
Implemented the possibility to add a json configuration file per Data entity (Activity, Membership, Case, Contribution, Prospect) to modify its behaviour, by configuring field label mappings to alter field labels and to add specific client custom fields to prospects report.
Technical Details
This is a sample file that achives the customizations required by Greenhouse:
Discussed approach with Ellen, asking if we should think of making this manageable via an admin interface and storing settings on database instead, but the decision was made to just include a settings file, as this ticket is quite urgent for the client and there is no current need to be able to manage this. We could however build on this in the future, to implement manageable customized labels and fields to be included on the report, if we find it is a welcome addition to the extension.
Overview
GS have requested that we add four additional fields to the prospect pivot report, and that we re-name a couple of others. This poses the problem of doing this changes specific to Greenhouse Sport's installation,
Field name updates
New fields to add to report
Before
There was no way to add custom fields per installation to prospect report, nor a way to customize field labels used on the pivot report.
After
Implemented the possibility to add a json configuration file per Data entity (Activity, Membership, Case, Contribution, Prospect) to modify its behaviour, by configuring field label mappings to alter field labels and to add specific client custom fields to prospects report.
Technical Details
This is a sample file that achives the customizations required by Greenhouse:
Comments
Discussed approach with Ellen, asking if we should think of making this manageable via an admin interface and storing settings on database instead, but the decision was made to just include a settings file, as this ticket is quite urgent for the client and there is no current need to be able to manage this. We could however build on this in the future, to implement manageable customized labels and fields to be included on the report, if we find it is a welcome addition to the extension.