Transfer Comments

Transfer Comments

eAdventist makes most membership transfers easy by connecting church clerks and eliminating “snail” mail. However, some transfers aren’t “business as usual” and require a conversation:

  • “Did you mean Maxwell Sr or Maxwell Jr?”
  • “Sorry, Ayeisha transferred to Rock Solid Church last year”
  • “Any update on the status of this transfer?”

“Online” clerks have always been able to contact each other by email, but Transfer Comments make these conversations even easier to start and follow.

addcomment

As soon as you click “Save”, eAdventist will email the comment to each of the “online” clerks involved in the transfer. For any “offline” church, the email will go to the conference clerk. The “Email” tab lets you check the delivery status of these messages.

Transfers that have comments are easy to spot on the Transfers page. Just look for the “comment” icon.

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PRO TIPS

  • Sort all transfers that have Comments to the top by clicking on the “comment” column heading.

sortcomments

  • Sort all transfers that have green “lights” to the top by clicking on the “lights” column heading.

sortlights

 

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.

 

The Buttons Are Back

Social Media Button

As eAdventist has gained new options and features, the number of buttons has grown. To “de-clutter” eAdventist, the design team combined the long rows of buttons into a single drop-down listbox with a “Go” button beside it. This looked much cleaner but made it challenging for people to find features — even experienced eAdventist users

Dropdown_with_Go

To end the “Hide and Seek”, we’ve brought the buttons back with a new, “clean” design that avoids the previous clutter.

With_Buttons

Person

Person

Before

After

After

Transfers

Before

Before

After

After

After - replaces "Request New Transfer to Offsystem" button

After – replaces “Request Transfer to Offsystem” button

Officer Labels

Before

Before

After

After

Committees

Before

Before

After

After

Enjoy the new low-clutter buttons.

Email Address added to Transfers

Increasingly, conference clerks find email much more effective for processing international transfers than snail mail. To help you take advantage of this, your email address is now included with your address, fax and phone on each transfer that you print. Note that this email, phone and fax information comes from the “Contact email”, “Contact phone” and “Contact fax” settings for your conference.

Transfers – more power!

Ever have to enter a bunch of transfers involving the same family or church? You are going to like the new “Repeat” button.

Enter the first transfer request as usual. When you click “Request transfer” (or “Request transfer to Offsystem”) to enter the next request,  eAdventist will “remember” the churches and last name from your last request. Click the “Repeat” button to instantly select them again.

You’re welcome.

In case you’re wondering, eAdventist “remembers” your last transfer request by storing this information in a “cookie” — a small file on your computer that is deleted when you close your browser.

“Declined” & “Denied” explained

We recently included “Denied”, “Declined” and “Withdrawn” transfers on the Transfers report that clerks print for churches that do not use eAdventist. Apparently the terms “Denied” and “Declined” aren’t widely used because many clerks are wondering what they mean.

“Withdrawn” is used when there is an error in the request — wrong church, wrong name — or the situation has changed — member has already transferred out, member decided not to transfer. Only the requesting church can “withdraw” the request.

However, “Denied” indicates that is no error on the request but the church deems the member not to be “in good and regular standing” — in other words, “Not recommended” for transfer.

Likewise, “Declined” indicates that “Grant” (or “Recommendation”) was received but the requesting church now deems the member not to be “in good and regular standing” — in other words, “Recommendation not accepted”.

In a nutshell, “Withdrawn” is the general-purpose way to abort any transfer request. “Denied” and “Declined” are used to convey that the member is being held accountable for his/her actions — exactly what the transfer process was designed to do.

 

 

Better transfer requests

It can be difficult to know exactly who a transfer request applies to when the member’s name is a common one or both “Jr” and “Sr” belong to the same church.

Now transfer requests can include “Suffix” and “Birth date” to positively identify the member. These fields are optional — use them when you need them.