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Curt Ankin, Director of Marketing at DiocesanGary Smith, Web Department Director at DiocesanCurtis Street, Director of Marketing at DiocesanMike DiCosola, DiocesanBjorn LundbergJesus Fuentes Jesus Fuentes's profiMary Goeldel, DiocesanKyle Sullivan, Web Development at DiocesanSam Pohlman, Web Developer at DiocesanMarcus Borger, Developer at Diocesan_SupportRyan Hoch, Web at Diocesan
From the list: Group Management

❏ As a group admin, if I edit a member profile and add the last name and first name to a member profile, I want to search the global user database and see a list of existing members with the same name, that includes first name, last name, org group, and address. See notes for more detail:

Mike D. added this on
Notes
  • If a member with the same name is found in the same org group, show that name first in the list. 
  • I want to be able to select one of the names in the list and see their profile information.
  • If I do not think this is the same person, I want to return to the list
  • If I do not think any of the people on the list are the same person I want to be able to save my change and continue.
  •  If I believe this is the same person, I want the ability to merge the two member records. If the found member record belongs to another org group, I want to update any global fields in the member profile after the merger is completed and notify the other org admin that changes have been made.

Comments & Events

Mike DiCosola, Diocesan Mike DiCosola
This is a new record based on yesterday's discussion
Notified 4 people