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fifedog / hartOfFolsom

HART of Folsom, is a non-profit that helps the homeless. This is the source repo for their org. Primarily for the winter shelter program.
http://www.hartoffolsom.org
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Team Tracking and Setup #26

Open fifedog opened 4 years ago

fifedog commented 4 years ago

As a director of HART I want to know and understand what people are part of which teams.

When I run a report I can see the grouping of the teams and which people are part of those teams.

When I view a volunteer's record I can see all the teams they're part of.

fifedog commented 4 years ago

Solution: Creating a new custom object, Teams, which is a Master-detail to contact. Basic object with a pick list of the Team values. Display only for volunteer contacts.

The only drawback is if there are more details around the team this wouldn't work but I think it would be a good start.

fifedog commented 4 years ago

Demo of the team setup done in the outreach org: https://www.screencast.com/t/2XsIYjQkzsw Email sent to Ed about this. I am looking into the Volunteer for Salesforce app to see if this has something which tracks who's participating in what areas.

fifedog commented 4 years ago

pushed current changes into UAT. Emailed ed to test.

fifedog commented 4 years ago

Demo of Team setup and outreach. (https://www.screencast.com/t/FpiN1QyW) pushed to UAT

fifedog commented 4 years ago

Make the pick list values as: Marketing and Promotions Social Media Website maintenance Fundraising Special Projects Grant writing/research House Operations Mentoring Team Outreach assessment program Winter Shelter Vehicle Operations Medical Relationships Civic Cooperation

fifedog commented 4 years ago

UAT pick list values updated

fifedog commented 4 years ago

On Tue, Mar 31, 2020 at 6:01 AM Ed Kelly edkelly@hartoffolsom.org wrote: Hi guys,  Sorry I wasn’t able to be on the call yesterday.  Both the Photo and Team items can be moved to production. Thank you,

Ed Kelly President