Hi all,

Thanks for the input. We added a this as a new feature (the checkbox to "use organization address" information) as of 3.6.0, released to production a week ago.

If you have some new functionality you would like to add, please create a new Idea for it as it's really hard to track multiple milestones in a single Idea Lab posting.

Thanks again, and I hope the new feature is working well for folks.

posted June 12, 2013 by Chris Dahl, Foundant Technologies

From the administrator side it would be very helpful to have the check box to copy the organization info to the new user!

posted May 2, 2013 by Mara Yarp, Morgan Family Foundation

I am not seeing a check box to enter organizational info (address, phone, etc) when I am adding new users to an organization as an administrator either. Am I missing something? Would certainly like to have it.

thanks

posted May 1, 2013 by Amy Moore,O.P. & W.E. Edwards Foundation

Hi Chris,

For some reason I don't get the "check the box to use org address" when I enter new users. I met with Sammie on Monday in San Jose and showed her. She thought perhaps it isn't working for me because I am an administrator. Right now I print the organization page and then re-enter the information on the new user's page. What is working is that when I am on the organization page and select add a user it now populates the name of the organization.

posted January 31, 2013 by Mara Yarp, Morgan Family Foundation

Sorry Chris, I have been having such a great time adding new users that I forgot to tell you how great this update is!

It really is all that I could have hoped for- the pages direct to exactly where they need to. Thank you so much!!

posted January 30, 2013 by Dana Jeffery, Ben & Jerry's Foundation

Hi Dana and Mara,

This has been in production for awhile now. Could you weigh in and let me know if things are working ok so I can go ahead and close this out?

Thanks!

posted January 30, 2013 by Chris Dahl, Foundant Technologies

Sounds like a great idea - thanks!

posted November 7, 2012 by Mary Nicosia, GMA Foundations

Hi Dana and Mara,

The release we're currently working on (3.1.0) includes what should be some improvements in adding a user. The short Thanksgiving week is complicating our release a bit, but we should have it in our DEMO environment soon and production by the first week of December. I'll be interested to hear what you think of it and what other changes we can make.

Thanks

posted November 7, 2012 by Chris Dahl, Foundant Technologies

Yes! Having a check box that would populate the new user with the Organization address & phone # would be helpful. I presume we could still edit the information before saving (add an extension number, etc.). Mara

posted October 16, 2012 by Mara Yarp, Morgan Family Foundation

Hi all,

First, to Mary and Dana:

You should see the change you suggested in production as of our last release (September 18). Sorry I didn't call this out specifically in the release notes - it's been a busy fall.

Second to Mara (but maybe Mary and Dana could weigh in)

Thanks for the suggestion. I don't think we want to populate the fields by default. But we could discuss having a "Use Organization Address & Phone" button (hopefully with shorter verbiage) on the add user page. This way, whether or not you come to this page from the Organization Summary page (Foundation/Administration/OrganizationView.aspx) or the User Manager (Foundation/Administration/UserManager.aspx) pages, once you select an Organization from the Organization drop down list, you could click the "User Org Address" button and it would populate the Address and Phone Number fields with the Organization data.

Thoughts?

posted October 13, 2012 by Chris Dahl, Foundant Technologies

Could you also use the organizations address & phone number as a default for a new user with the ability to change if needed? I end up printing the organization page to get the information before I add new users.

posted October 9, 2012 by Mara Yarp, Morgan Family Foundation

Hi Mary and Dana,

100% agree. Barring something I'm totally missing, we should be able to get this into one of the next few releases.

Thanks!

posted August 6, 2012 by Chris Dahl, Foundant Technologies

I agree with this! I have seen a few organizations with a similar name, and I may have to copy and paste the org. name before I add new user, just to be sure...but it does seem like it should instinctively connect to the organization that I am working within.

Adding a contact doesn't happen very often for us, but it does happen from time to time, so it would be nice to have the system connect to the organization name without having to really think about it!

Thanks

posted July 31, 2012 by Dana Jeffery, Ben & Jerry's Foundation