Topics in Realm Enhancement Community 1970-01-01T00:00:00Z 1296 29 1243 20 0 328 7487375 Different levels of administration 2018-02-23T21:03:04Z 2017-03-29T15:15:19Z Tiffany Cargill tiffany_cargill I would like Realm to consider different levels of administration access. There are staff members that need to be able to see fund/distribution and accounting report totals; however, they do not need to see individual giving. Individual giving is often private and not everyone needs to see specifics. I would venture to say that many pastors want to see overall totals and account balances and even dashboards showing giving by week, but not see individual giving. I know that our pastor would prefer not to have this access, but wants the other information. Our financial board would benefit also from reporting without individual giving accounts. Individual giving privacy is of utmost importance and so is having financial oversight and integrity. <br /><br /> Please consider this in the development of access levels.<br /><br /> Thank you. idea 32216 32216, 23298 active 31 34 40 comment 7479739 Check In Kiosk should work with Hidden groups 2018-02-23T20:58:13Z 2017-03-19T03:54:36Z Justin Lane justin_lane_4priwp3xnw0d4 We need to be able to create a check in kiosk for a hidden group. I'm not sure why this is restricted today. Hidden groups really just means the group shouldn't be shown on the groups list but it needs to function just like any other group. Today we cannot create a check-in kiosk for a hidden group. <br /><br /> Our primary scenario is groups for children's ministry. We have to make them either public groups or staff only groups. We don't want our children's groups to be public and visible to everyone in the church-- first because of security and second because it adds nearly 60 groups to the list. We have to make them Staff Only groups which means their parents can't see what group they are getting checked into. We need the parent to be able to see what groups their children are checking into, not just when they check-in. they can see group leader info as well. So, Hidden is really what we want but hidden groups can't use a check in kiosk. <br /><br /> Other scenarios where we'd like to use kiosks for hidden groups include women's groups or men's groups which shouldn't be public but still have events they would like to check in for. <br /><br /> thx! idea 3 4 3 comment 7561240 Find registration Event easier. 2018-02-23T20:54:57Z 2017-07-24T21:30:40Z Andrew Mason andrew_mason_3zjvif8b8l9i2 There needs to be an easier way to find a "registration event" through the app AND website. If my event is several months away I have to scroll through all other events just find that. There should somehow be a separate tab for "Registration Events" and Regular/normal events. idea pending 6 8 9 comment 7687810 Unsubscribing from an email created from a custom query unsubscribes you from ALL emails from ALL groups. 2018-02-23T20:52:10Z 2018-02-15T16:49:24Z Ann Marie Pavone ann_marie_pavone I just found out that when an email is sent from a custom query, and a person unsubscribes to that email, that it automatically unsubscribes them from ALL emails from ALL groups, unlike if a person unsubscribes to an email sent from a particular group, it only unsubscribes the person from emails from that group. My suggestion is that this should be made clear to both parties - the one sending the email that they run the risk of having people opt out of all communication, and that they should consider creating a group instead, and the one receiving the email, that they are indeed opting out of ALL communication from Hope Church. There is nothing that says this will be the case. My question is why does this happen? We use this feature to send emails to folks we determine might be interested in the particular information instead of sending the information to everyone. We were excited about the ability to filter people to make intentional announcements instead of the "fire hose" effect of sending everything to everyone. This has thrown a wrench into that. idea pending 1 2 3 create 7664140 Improvement Ideas to Check-In Kiosks 2018-02-23T20:16:43Z 2018-01-09T01:18:21Z Ryan ryan_hxzmjpoie35s3 We had our first Sunday, using Realm check-in. I have previously submitted ideas that would help the inital set up phase and now here are some ideas and suggestions after working on the front lines with the execution of check-in and check-in screen. Enjoy and we really hope these suggestions are taken to heart.<br /><br /> (1) INCONSISTANT PRINTING- The biggest issue we have had with Realm Check-in is the inconsistency of printing a label. For example, I went through all of our PC's on Friday night to ensure all were printing a label. I got all but 2 computers working and still unsure how to get 2 of those computers to print. Of all the computers working on Friday night, by Sunday morning over 50% of the computers wouldn't print a label. This is unacceptable and there seems to be many variables to get a label- i.e.- depending on Java version, Browser version, QZ tray settings, computer updates and default printer settings. For an average volunteer at a computer kiosk checking all these things to get a tag is above their knowledge. These things were all set and working but it seems to change, as previously mentioned. <br /><br /> (2) TERMONOLOGY IS A BIT CONFUSING- We use check-in to check children into groups. So the termonology of 'Add to Event' is a bit confusing when only 1-2 events is all that are happening at the time like a Sunday morning service. It makes more sense to a parent and volunteers to call it 'Add to a Group' when selecting what group to check their child into.<br /><br /> (3) ADD EVENT TIMES & FILTER TO DASHBOARD- We use the Dashboard mode to print an emergency roster in case of an emergency and have to evacuate the building, we still have a paper copy of kids on site. As of now people who check-in are divided into groups but in the context of a Sunday morning with multiple services, we couldn't tell what service/event time a child was in because it just listed them in a group twice. It would provide more clarity if the Dashboard mode include the event/service time for each group. Another feature to help clarify the Dashboard mode is to make a way to filter it. Right now we see everyone that has checked including adults. When it comes time to print the roster we only need the children's groups and not every group a person has checked into at church that day.<br /><br /> (4) MISSING INFO ON TAGS- We had a few occurencees where a tag printed but it was missing the phone number or allergies. Our tag template is set to include this info, so not sure why this happened.<br /><br /> (5) COMPUTERS WITH MULTIPLE PRINTERS- On a couple of our computers the issue to getting a label to print is that it is hooked up to multiple printers. I got one to work by setting the default as the Dymo printer but this is not ideal as the administrator will have change it back each week and the other one I couldn't figure out even after selecting the Dymo as a default and checking program versions and browsers. idea 2 3 4 comment 7692757 We need to have a separate Realm Invitation Link 2018-02-23T17:29:01Z 2018-02-23T17:29:01Z jminedew jminedew We are having a problem getting people signed up with logins on the Realm.&nbsp; There are a number of individuals to whom we are able to send emails directly using our church email account, however, when we attempt to send a Realm invitation to the same individual the Realm invitation is either being powered straight into their spam folder or not being received at all.&nbsp; When we used the City we had a similar problem, but we were provided with a link that could be sent via regular email to help alleviate this problem.&nbsp; Please provide a Realm Invitation link that can be sent outside of the Realm.&nbsp; Thank you! idea 0 1 1 create 7692685 I need the option to include voided gifts on Giving Statements in order to document returned (NSF) items. 2018-02-23T15:34:18Z 2018-02-23T15:34:18Z Tom Howard tom_howard_4371426 Gib at Grace Episcopal says: I need to be able to choose to include voided gifts on the donor's Giving Statement in order to document returned (NSF) items. This is not something that should be a default setting, but I should have the option to include them when I generate statements. Having the donor see returned items on their statement would save me some phone calls asking about why there is a missing payment on their Giving Statement. idea 0 1 1 create 7652966 Enable Realm admins to see e-mail and notification settings and unsubscribe information for individuals. 2018-02-23T00:53:05Z 2017-12-22T02:05:58Z HaroldW haroldw It is almost impossible for admins to research e-mail problems without more information.&nbsp; According to your Support group, even they cannot see the information about e-mail and notification settings and unsubscribes.&nbsp; So I continually get into "I know I sent an e-mail..." and "it was never received..." problem solving.&nbsp; I cannot tell what the individuals did, much less what Realm did.&nbsp; To even try a resolution gets into talking with both sender and recipient, checking their junk mail, what address is being used, etc.&nbsp; Would at least like to know what Realm has done. idea active 4 5 6 comment 7590786 Member status when marking attendance 2018-02-23T00:09:52Z 2017-09-11T15:42:25Z Christine Moore christine_moore_6388094 Why does it show a persons age under their name when marking attendance for worship. Wouldn't it make more sense to show member status so you know if you are dealing with a visitor to put them into a pathway. idea 6 8 3 comment 7541164 Mobile Attendance Marking 2018-02-23T00:08:08Z 2017-06-20T19:50:19Z Debra Massey debra_massey_j39l74ubprjqi On the PC the attendance rosters are alphabetical by last name, but on the mobile apps they are alphabetical by first name. This makes it difficult to make the attendance on the mobile app. idea 1 3 2 comment 7692337 Mini MICR Check Reader and Realm 2018-02-22T23:11:09Z 2018-02-22T23:02:28Z CalvinB calvinb_1fvt89dttgyo8 The old Mini MICR check reader works with an older computer (XP) and Realm. Why won't it work with a Windows 10 computer? Especially when it's outlined with the help<br /><br /> From the Help Menu:<br /> Sign in as an administrator or staff member with the appropriate permissions.<br /> Click Giving > Contributions.<br /> On the Manual tab, click a batch number.<br /> Select + Check and a Gift Type.<br /> Make sure the Mini MICR Check Reader is connected to the computer.<br /> Place the check in the scanner and let it pass through. If this is the first time a check with this MICR line has been scanned, the Match this Account window displays. Complete the available fields. idea 1 2 1 comment 7692213 I would like to be able to edit a pledge campaign date range. 2018-02-22T21:47:22Z 2018-02-22T19:43:03Z Audrey Manzano audrey_manzano The following would be very helpful and appreciated. The ability to edit a Pledge Campaign date range, and the ability to edit the amount an individual originally pledged. idea 2 2 1 comment 7692259 PRINTING LABELS as PreDefined Report for Groups 2018-02-22T20:37:41Z 2018-02-22T20:37:41Z Jan Powell jan_powell_ewuam2l894bvt Printing Labels - why is there no option to print labels for any group under groups? The only way we see to print a label is to do a custom query but when you already have the people set up as a group, why go to the extra step of running a query? PLEASE add LABELS as a pre-defined report available to print choosing a group by a drop down option. Thank you. idea 0 1 2 create 7692223 Impersonate Donor 2018-02-22T19:52:37Z 2018-02-22T19:52:37Z Audrey Manzano audrey_manzano I would like the ability to "impersonate" a donor. Prior to Realm, this feature allowed me to assist a donor in changing their password. I would create a temporary password and give it to them over the phone. I was also able to help them make changes to their giving. idea 0 1 1 create 5744727 Family Directory Options to Add Fields, Remove Fields, Customize 2018-02-22T19:34:58Z 2013-10-30T10:41:11Z Pastor Matthew Clark pastor_matthew_clark Is there a way some options can be added to the Family Directory PDF Export?Specifically I am thinking about being able to include Birthdays or other dates (anniversary) or custom fields (as an example we have Shepherd Groups which regularly contact those in their group)?Also would there be a way to note member status, maybe with something as simple as a *?Thanks Much,Matthew idea 11670 11670 pending 96 68 88 comment directory