seltzer
seltzer copied to clipboard
Add sorting to contact module
User story: I'm an administrator. I want to sort by join date so I can review the data entered for the previous month.
Suggested approach:
- Add a "created" timestamp to the contact table. For existing entries populate with the earliest start date from one of their member plans.
- Add a "sort by" drop down just like the filter drop down. The value of the dropdown should be passed through to contact_data or member_data. payment_data (I think) in the payment module implements sorting and should be a good example.
The original request: Currently to get a list of members sorted chronologically, I need to download the CSV and sort by ID in Excel or something.
Having this as a viewable field, and therefore a clickable/sortable header, would be nice!
Use case: Someone wants to check the CRM data validity and completeness for the last dozen members who joined, or for everyone who joined since a particular date. That doesn't need a dedicated plugin, just a bit more power in the general tools.
In the Members tab, sorting by lastname is the default and appropriate for most uses. An option to sort by CID would satisfy most date-sensitive needs without adding new fields to the table.
In the Accounts tab, sorting by balance owed would be pretty useful, and again, add no fields. (Currently it appears to be sorted by CID, ironically enough, because that's not the most helpful thing here!)