[NCSG-EC] [NCSG Techteam] Call with Wapix this week re priorities

Fri Apr 26 01:51:33 EEST 2019

Hi all,

The description sounds like they'd tie CiviCRM email setup to Gmail.
Not everybody would be happy to be dependent on Google that way;
indeed one key reason behind the entire project was to get rid of
Google dependency. Not that it's my call to make now, just wanted to
raise the point.

I'm also somewhat confused as to why they'd want to do that, but
then I'm not sure what that RFI tracking system is supposed to do.

Somewhat guessing here, it may be it would be worthwhile to think
about the possible mailing list migration at the same time, as
it might make the Gmail hack here unnecessary as a side-effect
or otherwise involve overlapping work.

I could take a bit closer look at this when I return home next week
and possibly attend another call with Wapix.

Tapani

On Apr 25 13:51, Raphaël Beauregard-Lacroix (rbeauregardlacroix at gmail.com) wrote:
> 
> Hi all
> 
> An update from Josh on point 3:
> 
> *3) New system for tracking RFI's.* Unfortunately, CiviCRM no longer
> supports the old email to activity integration so we would need to develop
> this using custom code. If we use the simpler IMAP implementation (you have
> to set Gmail to allow less secure apps), you are looking at about 20 hours
> to integrate one Gmail inbox with CiviCRM activities. If you want that
> information not only copied into CiviCRM, but also included in the form for
> reviewers, it will require about an additional 10 hours. If you choose not
> to implement the additional form integration, you could still view the
> email exchange via activities on the CiviCRM contact record.
> 
> *Please give me your thoughts on that and point 1 and 2 by Friday COB.*
> 
> Thanks
> 
> Have a nice day,
> 
> On Mon, Apr 22, 2019 at 5:49 PM Raphaël Beauregard-Lacroix <
> rbeauregardlacroix at gmail.com> wrote:
> 
> > Hi just a bump on that so that I can go back to Josh from Wapix ASAP
> >
> > Thanks!
> >
> >
> > On Sun, Apr 21, 2019 at 1:12 AM Raphaël Beauregard-Lacroix <
> > rbeauregardlacroix at gmail.com> wrote:
> >
> >> Hi all
> >>
> >> Follow up from Josh below. Let me think what you would prefer for 1) and
> >> what you think of 2) for peeps in the EC.
> >>
> >> Have a nice Easter (or just a nice Sunday!)
> >>
> >>
> >> ***
> >>
> >> 1) *Configure an automated email to EC members. *You have three options
> >> here. Configuring an email to remind all reviewers when there are pending
> >> membership applications will take about an hour. Configuring an email to
> >> remind only those reviewers who have not reviewed the application yet will
> >> take about 9 hours. Configuring an email to remind only those reviewers who
> >> have not reviewed the application and including a list in the email of the
> >> applications that have not been reviewed will take about 15 hours.
> >>
> >> 2) *Improve front end column layout.* We have implemented the new column
> >> structure here <https://crmtest.ncsg.is/> for your review. Several
> >> things to note: a) The backlink from the reviewers page has not yet been
> >> implemented b) There is apparently nothing to show for the SOI field on the
> >> organization membership page. Do you want something different on this page?
> >> c) Some of the hyperlinks are hard coded to the live site so you'll have to
> >> keep an eye on the URL when testing. If you like what you see here, we are
> >> looking at about 4 hours all together to get this implemented on live.
> >>
> >> On Fri, Apr 12, 2019 at 9:05 PM Raphaël Beauregard-Lacroix <
> >> rbeauregardlacroix at gmail.com> wrote:
> >>
> >>> Hi all
> >>>
> >>> A quick update:
> >>>
> >>> The call went well today, Tapani (thanks again!) was there too to
> >>> provide some info on points 3,4 and 5 and add #6 which is migrating the
> >>> mailing lists and archives.
> >>>
> >>> Wapix will come back to us with an estimate which I will circulate for
> >>> approval once I get it.
> >>>
> >>> Have a nice weekend,
> >>>
> >>> Raphael
> >>>
> >>> On Fri, Apr 12, 2019 at 12:42 PM Raphaël Beauregard-Lacroix <
> >>> rbeauregardlacroix at gmail.com> wrote:
> >>>
> >>>> FYI, in case : Postponed by 15 min from original schedule
> >>>>
> >>>> On Wed, Apr 10, 2019, 19:34 Raphaël Beauregard-Lacroix <
> >>>> rbeauregardlacroix at gmail.com> wrote:
> >>>>
> >>>>> Hi all
> >>>>>
> >>>>> Zoom link here for those who would be interested (1 pm EDT this
> >>>>> Friday)
> >>>>>
> >>>>> https://zoom.us/j/9965095294
> >>>>> <https://www.google.com/url?q=https%3A%2F%2Fzoom.us%2Fj%2F9965095294&sa=D&usd=2&usg=AFQjCNHXvBC9yL4WzPHKSnYbORcH54Kiiw>
> >>>>>
> >>>>>
> >>>>> Best,
> >>>>>
> >>>>> On Tue, Apr 9, 2019 at 11:50 AM Raphaël Beauregard-Lacroix <
> >>>>> rbeauregardlacroix at gmail.com> wrote:
> >>>>>
> >>>>>> Hi Tapani,
> >>>>>>
> >>>>>> Yes, the call will be taking place Friday at 1pm EDT. Just got a
> >>>>>> reply from Wapix a minute ago, so timely!
> >>>>>>
> >>>>>> I don't have the details yet but will share them here when I do
> >>>>>>
> >>>>>> Best,
> >>>>>>
> >>>>>> On Tue, Apr 9, 2019 at 11:17 AM Tapani Tarvainen via Techteam <
> >>>>>> techteam at lists.ncsg.is> wrote:
> >>>>>>
> >>>>>>> Hi Raphaël,
> >>>>>>>
> >>>>>>> Will you post the call time and details here when the time is fixed?
> >>>>>>>
> >>>>>>> I might join, depending on the time.
> >>>>>>>
> >>>>>>> Thanks,
> >>>>>>>
> >>>>>>> Tapani
> >>>>>>>
> >>>>>>> On Tue, Apr 09, 2019 at 10:49:13AM -0400, Raphaël Beauregard-Lacroix
> >>>>>>> via Techteam (techteam at lists.ncsg.is) wrote:
> >>>>>>> >
> >>>>>>> > Hi both (and everyone else)
> >>>>>>> >
> >>>>>>> > Thanks for your comments. As for the complexity level of these
> >>>>>>> issues, it
> >>>>>>> > is something that I will discuss with them before they start on
> >>>>>>> anything.
> >>>>>>> >
> >>>>>>> > If the estimate for each is more than a few hours at most, that is
> >>>>>>> > something that would substantially deplete our remaining
> >>>>>>> development
> >>>>>>> > blocks, I would come back here and ask for your input.
> >>>>>>> >
> >>>>>>> > Farrell, I don't think there is a "need" for you to join, but I
> >>>>>>> did not
> >>>>>>> > mean this to be a secret call or anything, hence my invitation :)
> >>>>>>> But yes I
> >>>>>>> > will report here after the call and also as the work progresses.
> >>>>>>> >
> >>>>>>> > Have a nice day,
> >>>>>>> >
> >>>>>>> > On Mon, Apr 8, 2019 at 4:35 AM Ekue Farell Folly <
> >>>>>>> farell at benin2point0.org>
> >>>>>>> > wrote:
> >>>>>>> >
> >>>>>>> > > Dear Raphael,
> >>>>>>> > >
> >>>>>>> > > Interesting and great job. I have no additional concerns. For a
> >>>>>>> first
> >>>>>>> > > meeting, I think that everything is covered.
> >>>>>>> > > As far as being on the call is concerned, If you think that it
> >>>>>>> might be
> >>>>>>> > > useful (for NCSG representativity, for instance) I could join,
> >>>>>>> otherwise;
> >>>>>>> > > reading your minutes notes afterwards should be sufficient.
> >>>>>>> > >
> >>>>>>> > > Good luck.
> >>>>>>> > >
> >>>>>>> > > On Sun, 2019-04-07 at 19:05 -0400, Raphaël Beauregard-Lacroix
> >>>>>>> via Techteam
> >>>>>>> > > wrote:
> >>>>>>> > >
> >>>>>>> > > Dear all,
> >>>>>>> > >
> >>>>>>> > > I would like to schedule a call this week with Wapix in order to
> >>>>>>> inform
> >>>>>>> > > them of our priorities list with regards to the currently
> >>>>>>> outstanding
> >>>>>>> > > issues we have with our membership database and management
> >>>>>>> software. We
> >>>>>>> > > still have some development time to use.
> >>>>>>> > >
> >>>>>>> > > I would suggest moving forward with the following order of
> >>>>>>> priorities:
> >>>>>>> > >
> >>>>>>> > >    1. Configuring an automated email reminder to EC members
> >>>>>>> every two
> >>>>>>> > >    weeks when there are pending membership applications (let us
> >>>>>>> say, every 2
> >>>>>>> > >    weeks)
> >>>>>>> > >    2. Cleaning the front end of useless information and changing
> >>>>>>> what we
> >>>>>>> > >    have now into a four column layout: name, SOI, who (among EC
> >>>>>>> folks) has not
> >>>>>>> > >    evaluated yet and an "evaluation" link to the form where we
> >>>>>>> (EC folks) put
> >>>>>>> > >    our evaluation of the members.
> >>>>>>> > >    3. A new system to track RFIs, so that we could see both the
> >>>>>>> RFI and
> >>>>>>> > >    eventually the answer of that person in the evaluation form
> >>>>>>> (but not
> >>>>>>> > >    directly on the main front end page with pending members, to
> >>>>>>> keep that one
> >>>>>>> > >    as clean as possible). This new system would dispense Maryam
> >>>>>>> of
> >>>>>>> > >    copy-pasting everything manually
> >>>>>>> > >    4. Resolving a display issue when a voter's list is pulled
> >>>>>>> out through
> >>>>>>> > >    the backend. This is entirely a backend thing, but I
> >>>>>>> understand that it is
> >>>>>>> > >    quite inconvenient when holding the elections.
> >>>>>>> > >    5. Ensuring that the current existing "relations" (a CIVI
> >>>>>>> term)
> >>>>>>> > >    between "individual" and "organisation" contacts reflects the
> >>>>>>> reality of
> >>>>>>> > >    how NCSG/NCUC/NPOC are actually structured (and how certain
> >>>>>>> individuals may
> >>>>>>> > >    have several hats, etc.). This is especially important in the
> >>>>>>> context of
> >>>>>>> > >    elections.
> >>>>>>> > >
> >>>>>>> > > Let me know if you have suggestions, comments, edits, or another
> >>>>>>> vision of
> >>>>>>> > > our priorities and if you would be interested in joining the
> >>>>>>> call (who
> >>>>>>> > > knows ;))
> >>>>>>> > >
> >>>>>>> > > Maryam, I will probably need your assistance when we get to 4
> >>>>>>> and 5, so
> >>>>>>> > > that I understand correctly the problem and the desired
> >>>>>>> solution; I will be
> >>>>>>> > > in touch with you when the time comes.
> >>>>>>> > >
> >>>>>>> > > Have a nice week!
> >>>>>>> > >
> >>>>>>> > > Raphael
> >>>>>>> _______________________________________________
> >>>>>>> Techteam mailing list
> >>>>>>> Techteam at lists.ncsg.is
> >>>>>>> https://lists.ncsg.is/mailman/listinfo/techteam
> >>>>>>>
> >>>>>>

-- 
Tapani Tarvainen