Silly Friday Poll
Soft Credits
OR
Annotations
Those pesty, pop up annotations are "winning" for me today...grrrrrrrrr
Sorry just had to vent to folks who 'get it'
Comments
-
Joanne -
Every time I bring up the topic of 'trimming down our Annotations' I get suggestions to add even more !!!!!!0 -
I feel your pain, Joanne! Both soft credits and annotations can get a bit rough. You're always welcome to vent here!
I have to admit, I thought you were starting a fun game of Raiser's Edge "Would You Rather" with your thread and was super excited!4 -
Holly Herbert:
I feel your pain, Joanne! Both soft credits and annotations can get a bit rough. You're always welcome to vent here!
I have to admit, I thought you were starting a fun game of Raiser's Edge "Would You Rather" with your thread and was super excited!ooooo...I like that...
Would you rather - have to do year end tax summaries with the majority of people having soft credits...or....use the event module and most participant records have annotations...or...have paper cuts all over your body...hmmmmmm
5 -
Actual Annotations or Business Rule alerts? You can set Business Rules to apply only to specific Security Groups. I did that, so I don't see "Employee" or "Board Member" anymore, but everyone else still does.1
-
We have business rule alerts on top of more business rule alerts on top of annotations -- it's quite something!
0 -
I once worked with someone who had a habit of adding Annotations for things to remember when mailing our next appeal. Could never get him to understand that I don't pull Annotations and read thru them all when pulling mailing lists. Most of ours don't pop up automatically anymore...which is helpful.1
-
We've just started using annotations in the last couple of weeks - can anyone give me the heads up as to why I'm going to find these annoying 6 months down the line? I'd thought that maybe they weren't easy to report on but I've just checked and they're visible in both query and export.0
-
Alan French:
We've just started using annotations in the last couple of weeks - can anyone give me the heads up as to why I'm going to find these annoying 6 months down the line? I'd thought that maybe they weren't easy to report on but I've just checked and they're visible in both query and export.Easily answered, Alan!
You open the constituent record - the Annotation pops up. You slide over to his gift tab and open a gift record -- the same annotation pops up that you already read. You decide to add an Action, and - lo and behold - the moment you click "New Action", the same Annotation pops up again! Each time you have to stop and click it closed. After time, you have to fight the urge to rapidly click them closed without even reading them, because that defeats the whole purpose of the Annotation.
Sometimes there are cases where you just have to use them, like a record where despite your best efforts the salutation does not merge correctly; or the wife wants no phonecalls after 3pm, but calling the husband is okay -- you get the drift. But we use them sparingly.
6 -
Thanks Faith. I think we're only going to use them in extreme circumstances, so hopefully they won't get too irritating (famous last words!)0
-
Annotations, definitely! It's so frustrating when adjusting a gift record and that annoying thing pops up each time I open another tab! Ugh!
Donna Woods
Joanne Felci:
what do you hate more:
Soft Credits
OR
Annotations
Those pesty, pop up annotations are "winning" for me today...grrrrrrrrr
Sorry just had to vent to folks who 'get it'
0 -
I hate soft credits more, however...
I hate user annotations more than business rule annotations. Some users seem to think annotation is a form of email and they leave messages like "they want to update their phone number to 555-5555", or they think they are actions "had a great meeting with him, someone should probably follow up in February". Sigh.0 -
Just double-checked - in the way we're using NXT they show as a translucent grey Alert, top-right of the Constituent record, and you can do things in the record without having to dismiss it. So maybe there's hope for the future :-)
But I so feel everyone's pain - our outgoing DB manager spent an hour cleaning Salutations/Addressees for a mailing, so put an Alert on all records for users to check the Salutation and Addressee. I growled about it immediately, and after a day it was taken off, thankfully. My point was that a few hundred records with problems, compared to the thousands that were OK, meant so much pointless annoyance.0
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