Difference between revisions of "Member Birthdays"

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[[Category:Needs Review]]
 
[[Category:Needs Review]]
This feature is only available to timebank coordinators.
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* This feature is only available to timebank coordinators.
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* Regular members '''cannot see''' the birthday nor the age of other members.
  
  
Coordinators can go to  Gear Icon/Reports/Dashboard/Member Birthdays to view list of the timebank's members sorted by birthday. The list of Member Birthdays displays members' names, their birthdays, and their ages
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In the menu, coordinators can go to  '''Gear Icon/Reports/Dashboard/Member Birthdays''' to view list of the timebank's members sorted by birthday. The list of Member Birthdays displays members' names, their birthdays, and their ages
  
==== Change the format of the list ====
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==== Change the order of the list ====
 
It initially shows all members in alphabetical order.  You can change this list to suit your needs.
 
It initially shows all members in alphabetical order.  You can change this list to suit your needs.
 
* The '''Items per page''' drop-down list enables you to decrease or increase the number of members per page.
 
* The '''Items per page''' drop-down list enables you to decrease or increase the number of members per page.
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* To its right is a circle with an arrow that enables you to change the list from '''ascending order''' to '''descending order'''.
 
* To its right is a circle with an arrow that enables you to change the list from '''ascending order''' to '''descending order'''.
  
==== Change the content of the list ====
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==== Change the search filter for the list ====
 
* The '''search box''' enables you to find a person or organization.  Just enter part of the name or email address.
 
* The '''search box''' enables you to find a person or organization.  Just enter part of the name or email address.
  
* The '''filters''' enable you to be selective.  Click the filters icon and it will show drop-down lists to select members
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* The '''filters''' enable you to be selective.  Click the filters icon and it will show drop-down lists to select members.
# Who have listed their birthday or not
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# By month
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# By how long until their birthdays
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The birthday filter gives you two choices:
==== Member Actions for Selected Members ====
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# Birthday listed (Yes)
# Compose a [[Send Mailing|broadcast email]] to the members
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# Birthday not listed (No)
# Disable members
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# Enable members
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# Change permissions (promote to coordinator role)
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The dates filter offers you a choice of various time periods for the birthdays:
# [[Export]] a spreadsheet (.csv) file with information about the members
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# Today
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# This week
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# This month
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# and more...
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==== How to get to this page ====
 
==== How to get to this page ====
 
* Click the '''Gear Icon''' then '''Member Birthdays''' from the menu bar (coordinators).
 
* Click the '''Gear Icon''' then '''Member Birthdays''' from the menu bar (coordinators).

Latest revision as of 20:16, 16 July 2019

  • This feature is only available to timebank coordinators.
  • Regular members cannot see the birthday nor the age of other members.


In the menu, coordinators can go to Gear Icon/Reports/Dashboard/Member Birthdays to view list of the timebank's members sorted by birthday. The list of Member Birthdays displays members' names, their birthdays, and their ages


Change the order of the list

It initially shows all members in alphabetical order. You can change this list to suit your needs.

  • The Items per page drop-down list enables you to decrease or increase the number of members per page.
  • To its right is another drop-down list that enables you to change the order of the list. Initially the list is ordered by first name, but you can change it to order by last name, birthday, age, or others
  • To its right is a circle with an arrow that enables you to change the list from ascending order to descending order.


Change the search filter for the list

  • The search box enables you to find a person or organization. Just enter part of the name or email address.
  • The filters enable you to be selective. Click the filters icon and it will show drop-down lists to select members.


The birthday filter gives you two choices:

  1. Birthday listed (Yes)
  2. Birthday not listed (No)


The dates filter offers you a choice of various time periods for the birthdays:

  1. Today
  2. This week
  3. This month
  4. and more...


How to get to this page

  • Click the Gear Icon then Member Birthdays from the menu bar (coordinators).