Ideas

Family Edit block improvements

Family Edit block improvements

CRM

I'd like to see the family edit block updated with the following changes (any combination would be great!):

1. Add ability to update connection status for each family member just like the "Record Status" field does

2. Add ability to turn off/on the options to edit Record Status, Family Status, Connection Status

3. Add separate security settings to allow lock down the above options while still allowing staff access to family edit screen (add/remove people, update family attributes, move address)

Photo of Josiah RockeSubmitted by Josiah Rocke, Calvary Bible Church  ·   ·  CRM
Login to add a comment...

Submission Success Tips

Cultivate your ideas for maximum impact with these helpful submission tips that will increase the chances of your brilliant concepts becoming reality.

  • Clear Title: Craft a straightforward and descriptive title that instantly conveys the essence of your idea.
  • Concise Description: Provide an idea description that is succinct, ensuring it effectively communicates the concept without unnecessary verbosity.
  • Provide Additional Details: With a concise description complete, now provide any other details that are needed to better understand the requirements.
  • Thorough Ministry Need Review: Provide a comprehensive overview of the ministry need your idea addresses, emphasizing its significance.
  • Cover the WHY: Clearly articulate the rationale behind your idea, explaining why it's essential and how it aligns with the organization's goals and mission. Oftentimes a clear "why" sheds light into other possible options.