If you have been working with CiviCRM for a while, you will have noticed that certain patterns occur regularly in your data - and thus have to be entered over and over again.
Consider this:
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The prefix "Mr" corresponds to the gender "male", "Mrs" is usually "female" - you know that, but CiviCRM does not, so you have to make an additional entry
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In languages other than English, you might have the additional hassle of choosing the gender-specific greetings
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You might also have requirements specific to your organisation - e.g. if you are a faith-based organisation that has contacts with more than 30 different combinations of prefix, formal title, addressee and greetings formats.
I'm sure you could come up with more examples from your daily work for data patterns that are common to certain contact segments. Wouldn't it be nice if you could define presets and choose from them when creating a new contact to fill in standard data according to these patterns? It would not only save you work, but also provide for compliance with standards in your organisation (as in our faith-based organisation example above).
- searching for contacts that match or don't match a preset to clean up and standardize your data
- applying presets also to other entities than contacts
If you are interested in funding the further development and public release of CiviSuits or would like to know more about what it can do and how it can help you, please get in touch with us (info<at>systopia.de).
Comments
Great extension! And the same could be achieved with the CiviRules extension but then without doing that in the UI. Anyway great work!