New mail/phone/email options for Officers

We’ve just updated Officers to provide more options for church officers, conference and school workers who prefer to have a different address, phone or email for their “office” than their home address, phone or email. Choose the options on the Officer screen.

Edit Officer screen

These settings are used everywhere that the officer’s information is displayed — the Officer Info popup, Officer LabelsConference Directory, the “Contact” tab of the Organization screen and the “Offices” tab of the Person screen.

officer_info

person_offices

New “Conference Clerk” office title

We have added “Conference clerk” as an office title. Strangely, it hasn’t really been needed until now. This new office is used on the “Contact” tab of each conference’s Organization page. It will also be used to send email announcements specifically for conference clerks.

Merry Christmas from our team.

Smoother transfers!

Woman Its Done

Church and conference clerks spend a lot of time on membership transfers, so we want the process to be as smooth and efficient as possible. Here is how they just got even smoother!

Where did my “vote” links go?

Transfers

 

The first change you’ll notice is that (#1) the “vote” links are gone. Just click the “view” link to view or vote. Next, (#2) you now have the ability to filter the transfers list by last name and/or church – especially helpful for large conferences. Finally, (#3) the “Print Pending” button has been moved for a “cleaner” look.

Adding a request

Request

No changes here.

“Filter” power

Filter transfers

Filtering the transfers list by name or church makes it easier to process an entire family or group. Your filter values “stick” until you change them or log out. NOTE: Filtering also helps you find past transfers since it ignores the “days to show” setting and searches back to the beginning of time (eAdventist time, that is).

The new “view”

View transfer

The “view” link now takes you to a clear picture of the transfer process with (#1) a “Grant/Deny” or “Accept/Decline” button when it’s your turn to vote.  (#2)”Withdraw” and “undo” links are easy to find and use.

Entering a vote

Vote transfer

No changes here, either.

You just entered a vote…

Voted transfer

This is where we have improved the “flow”. After entering a vote, you return to the “Transfer” screen where you can see the results of your changes with easy access to “undo” or the next voting step. Click the “Back to transfers” to choose another transfer.

Going back

Back to transfers

The other big change is that (#1) the “Back to transfers” link returns to the same tab (e.g. “To grant”, “To accept”, “Completed”, “Withdrawn”) on the “Transfers” page that you started from. This makes it much easier to process a batch of transfers — an entire family, for instance. As a bonus, (#2) eAdventist no longer needs to automatically take you to the just-voted transfer’s new tab, so you spend less time waiting for the “Transfers” list to load.

That’s it. Essentially the same process with a few small but powerful changes to make transfers even easier to process. A big thank you to Susan Hess (Florida Conference) and Claudya Barrientos (Potomac Conference) for their help on this.

 

Photo Directories

Directory Sample

Use eAdventist to print the photo directory pages for your church directory. All you need to do is upload the photos for each family, fill in the captions, and print! Here is how:

Upload Family Photos

Add Photo

On the Family Unit section of the Person page you can:

  1. Preview the family photo if one exists.
  2. Add, change or delete a family photo.
  3. View the photo caption. Click “Edit this person” to edit the photo caption.

Photo Directory Report

Reports Menu

Photo Directory PAge

To open the Photo Directory report:

  1. Click the Photo Directory link on the Reports menu.
  2. Select the desired organization to print. For most users you will only see your church in the list.
  3. Select the starting page number for the report. The photos will generally just be one section somewhere in the middle of your directory.
  4. Click View Report to download the PDF report.

Printing Your Directory

The photo directory feature is designed to work along with the existing Church Directory report, which prints just the names, address and phone number of each family. We suggest using Adobe Acrobat to make any last minute edits to the PDF as well as insert blank pages for proper printing. You can then use Adobe Acrobat or the free Adobe Reader to print in “booklet” format so the pages come out in the proper order to be saddle stitched.

As always, don’t hesitate to contact help@eAdventist.net if you have further questions.

New & improved Notes

Until now, Notes for a person had to fit into a single field with a 500-character limit. Clerks and pastors can now create multiple Notes (no limit on size) with “happened on” dates. All existing Notes have been converted to a new Note with “date unknown”.

To create a Note, just click on the “Add a note” link.

Notes_1

As you enter the new Note, you have the option to choose the “Happened on” date.

Notes_2

Saved Notes display with the most recent at the top.

Notes_3

Right now, the “Who can see this?” drop-down only offers “Everyone”. This is how the Notes field has always worked. In the near future, options will be added to allow pastors and clerks to add private notes.

QuickInfo for Officers

We just added “Tooltips for Officers” yesterday and the response has been great. However, several clerks asked if it could include the officer’s phone and email, too. Great idea! The extra information was getting unwieldy for a Tooltip and making the page load slower, so it has been changed it to an “Info” icon that opens an alert window — easier to read and faster page loads.

So the Tooltips have become “QuickInfo for Officers”. As always, thank you for your ideas and feedback.

OfficerInfo

Tooltip for Officers

Proofing officer lists just got easier. Hover over any officer’s name on the “Organization” screen and you will see the officer’s chosen address — “organization” or “home” — displayed in a tooltip balloon.

OfficerTooltip

Reclaimed report added

A year-and-a-half ago, we added the “reclaim” option to use when a member that has been “removed” rejoins a church. eAdventist has been accumulating those “reclaimed” statistics and conferences can now use the new “Reclaimed” report to print them by Year, Quarter or Month (just Baptisms, Missing, etc.).