Use of Location Types, Phone Types and Address Types

Use of Location Types, Phone Types and Address Types Summary Over 30% of the 18,700 phone numbers are not correctly formatted. 1,388 mobile numbers are in the landline columns and 46 landline numbers are in the mobile columns.  In addition,…

Log of testing of the syncing of events between CiviEvent and the public website

Approach For testing, Code+Visual have linked the production CiviCRM (on https://civicrm.cotavic.org.au/wp-admin/admin.php?page=CiviCRM) to the staging WordPress (on https://vic.cota.org.au/). Acceptance Testing took place on 03-Aug-2019. Once fully acceptance tested, C+V will link the production CiviCRM to the production WordPress (on https://cotavic.org.au). Post…

Testing of Footers for GDPR

Testing of Footers for GDPR All done by Rob Hagan so that his contact record was updated by the various actions. This is not only testing, but worked examples of the operation of the GDPR extension in our environment. Old…

Postcodes, States and Countries that have been corrected

The correction activity log was: Individuals 6941 exported 563 for import 7 records in Individual Short as a trial Total Rows 7 Total number of rows in the imported data. Total Contacts 7 Total number of contact records created or…

Assessment on Campaign Monitor Vs CiviMail

Assessment on Campaign Monitor Vs CiviMail Items to discuss with Lizbeth: Calibri font – status of work by Gemma or is it now in production? Demo Mosaico Test Newsletter 02 to show Lizbeth in test environment: Index – are the anchors…

Assessment on Open Source Recruitment Portal

Assessment on Open Source Recruitment Portal Carried out by Kavya 20-Feb-2019 as requested by Rob even though it was not prioritised as such by Ronda because there was no immediately available next task for Kavya at the time. No Tool…

Assessment of WordPress Content Migration Tools

Assessment of WordPress Content Migration Tools Word Press Content Migration Tools No Tool Name Key Features Cost Ratings Source 1 Duplicator – Word Press migration plug in [Keeps the migration process simple (which is ideal for first-timers), and runs its…

Current State of LLLS/SFL Development

Activity Log 13-Sep-2019: At some point, about 2 months ago, LLLS (Living Longer Living Stronger) was changed to SFL (Strength For Life). Only some of the references to LLLS have been changed to SFL. The responsibility for the remaining changes…

Status check on existing Reports

Current Status The purpose is to find all hyperlinks that don’t lead to a sensible place so that we can fix these and make the system more user friendly. Rob’s vote is for “All reports that end up as Dashlets”…

Using CiviBooking as a scheduler for Maddie

Task for Kay Tang The suggestion is that CiviBooking can be used as a calendar scheduling tool. Is this true? (for Nicky, Mitsuko and Maddie) Maddie carries out Financial Management Consultations and needs to schedule her time, but it would…

Test Cases – For Outlook Integration with CIVI CRM

  Test Case Description Expected Result TEST001 Send Email to an email address  which does not exist in CiviCRM New contact should be created in CiviCRM with this ‘To’ email address and an activity should be recorded against this new…