As we focus on usability improvements for the 2.3 release, we are looking at ways to use screen space more efficiently AND ways to streamline commonly used workflows. With these goals in mind, we'd like folks to take a look at two newly implemented features in the 2.3 sandbox - a new shortcuts dropdown menu, and a streamlined workflow for entering offline contributions.
1. Shortcuts for creating new records
Prior releases included a "Shortcut Block" which had links to create a new contact record (New Individual, New Organization, New Household), a new group, etc. We've replaced this block with a dropdown menu (select box) with the prompt - create new -
. Using a dropdown menu saves a lot of space, and allows us to include lots more shortcuts.
You can see the new interface by logging in to the sandbox
... then click the CiviCRM menu item. Currently you can create a new contact, a new activity, a new groups AND you can create a new contribution for an existing or new contact - see below :-) We plan on adding several more record types to this list in the coming weeks (new event registration, new membership etc.).
2. New workflow for entering contributions
In prior versions creating a contribution for a new contact record required several steps. You had to search to verify that the contact wasn't already in your DB. Then you would create a New Individual contact. Then go to the Contributions tab and finally enter the contribution record.
Using the new workflow, you simply select "Contribution" from the shortcuts drop-down (create new » Contribution). From here you can either select an existing contact, OR create a new one "inline".
Check out this flow by clicking here
- OR use the -create new-
dropdown, OR click New Contribution
from the Contributions menu (on top of the screen).
Check if your contact exists using the auto-complete Select Contact
field. If you find that you need to add a new contact for this contribution, pick the type of contact (- create new contact - dropdown). You'll get a pop-up form to enter the new contact info.
A really cool thing is that this pop-up form is controlled by a Profile - so each site can decide what fields they want to be included / required when staff members enter offline contributions for new contacts. We will ship 3 default profiles ( Individual, Household and Organization) - and then you'll be able to customize them by adding or removing fields.
We'd really like folks to test drive these new features and give us feedback. We plan to use the same model for "new event registration", "new membership" etc. so it would be really helpful to hear your reactions ASAP!