I agree with Matthew on this one. While there is limited use for the
Payments overview screen, 9 out of 10 times we click through it to Payment
Entry. This means dozens, if not hundreds, of wasted clicks each day, not to
mention the time waiting for an unwanted screen to redraw. It would be more
useful to access them in the opposite order. Better yet, to have both
available from Home.
Gary
> Subject: Re: View Payments screen, etc.
> From: Cecily Clemons <[EMAIL PROTECTED]>
> Date: Tue, 11 Sep 2001 10:53:10 -0600
> X-Message-Number: 3
>
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>
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>
> Not sure about anybody else, but I do find the "middleman" screens very
> helpful. I often want to review giving patterns segmented by type (dues,
> donations, and events). And, with this screen, you can still view the
> source code. The payment tab screen, I don't find terribly useful.
> Likewise, to only have the details, you can't get the overview easily,
> especially when you want to view the patterns of giving...from date, to
> type
> of solicitation, to type of transaction (dues vs donations vs purchases)
>
> Being new to ebase (although not to fundraising software), what I do find
> a
> bit confusing is the different payment type screens accessed differently.
> That is, you get one type of screen(s) when you hit the payment tab and
> entirely different set of screen(s) when you hit the "view payment" button
> within the first 2 tabs. Shouldn't you be able to access the same screens
> regardless of how you access "payments" ??? Maybe this is confusing to
> other new ebase users?
>
> So, I vote for keeping the "view payment" screen, but maybe making all
> payment screens available whether you hit the tab or the button....
>
> Or, am I missing something here?
>
> -Cecily
> --
> Cecily Clemons
> Development Director
> Predator Conservation Alliance
> [EMAIL PROTECTED]
>
>
>
>
> From: Matthew Scholtz <[EMAIL PROTECTED]>
> Reply-To: "TechRocks Support" <[EMAIL PROTECTED]>
> Date: Mon, 10 Sep 2001 21:23:27 -0700
> To: "TechRocks Support" <[EMAIL PROTECTED]>
> Subject: [support] View Payments screen, etc.
>
>
> Hello All,
>
> To me, one of the most annoying things in Ebase is the extra screens in
> between History and Entry for most of the related files. For example,
> with
> Payments, you have Payment History (which is in Names), and when you click
> on View Payment, you go to the View Payments screen (which is in
> Payments),
> which is the one with the three columns for Dues, Contrib, etc. But you
> still can't edit a payment from here or see many of the fields, you gotta
> click View Pmt Entry. Personally, I find the "middleman screen" to be
> completely extraneous and confusing to almost every new user. (At least
> with Payments, you get the three columns, but for other files I can't see
> any point.) Why not go directly from history to the individual payments?
> I
> have cut these screens out of several of the customizations I've done.
>
> But I'm curious as to what I'm missing. Do any of you find these
> in-between
> screens helpful in any way? Can anyone come up with a reason why you
> (personally) wouldn't want them removed?
>
> TIA,
> Matthew
>
>
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