When making changes necessary to provide the best UI display in v2, there are a few changes we must do to shorten the words and labels that appear on the screens in v2 that will also affect the v1 UI. In addition alignment and section titles are being looked at too.
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Goals for field labels: 1) Make shorter; quickly describe the purpose 2) More understandable 3) Clean up alignment 4) logical ordering/grouping
Below are before and after screens showing these UI changes.
We also are adding more Tool Tips and on-screen help description as appropriate to accommodate the shorter field labels and/or to add additional help (not reflected in the screen shots).
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Org Contact > Contacts > Add Ind Contacts Under Org
GZ-30682
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AFTER
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Org Contact > Contacts > Edit Ind Contacts Under Org
GZ-30683
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AFTER
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Contacts > Memberships > Edit Membership Details > Expiration Dates
GZ-30685
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AFTER
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Org Contact > Memberships > Actions > Drop or Delete Membership
GZ-30686
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AFTER
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Contacts > Billing > Edit Membership Billing
GZ-30957
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AFTER
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Contacts > Billing > Create/View Refund
GZ-30958
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AFTER
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Contacts > Billing > Actions > Create Credit
GZ-30982
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AFTER
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Contacts > Billing > Write Off
GZ-30983
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AFTER
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Contacts > Billing > Credit Memo
GZ-30984
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AFTER
Contacts > More Info > Custom Fields
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Contacts > Communication > Customize Results filter
GZ-30987
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AFTER
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Events Module
Fix General Information Page >>
GZ-31015
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AFTER
Fix Overall Event Custom Fields >>
GZ-31018
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AFTER
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Fix Add Sponsorship Type >>
GZ-31019
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AFTER
Additional Event Item>>
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BEFORE
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AFTER
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Fix Add Sponsor >>
GZ-31020
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AFTER
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Setup Screen
Fix Directory Display Settings >>
GZ-30667
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AFTER
Edit Membership Pricing and Levels >>
GZ-31026
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Fix Membership Settings >>
GZ-31029
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Add Calendar >>
GZ-31047
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AFTER
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Add/Edit Category List >>
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Add/Edit Event Sponsorship Benefits >>
GZ-31048
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AFTER
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Fix Finance General Settings
GZ-31049
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AFTER
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Discounts >>
| Jira Legacy | ||||||
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Set Primary Access Level
GZ-31051
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AFTER
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Set Org Access Level
GZ-31052
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AFTER
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Reassign Membership Type
GZ-31054
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AFTER
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Update Expiration Dates
GZ-31057
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AFTER
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Fix Website Directories
GZ-31417
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AFTER
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Misc > General Settings
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Edit Membership Billing Screen
GZ-31005
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AFTER
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Membership > Unpaid
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AFTER
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Email Invoice Page
GZ-31010
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AFTER
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Run Upcoming Billing Page
GZ-31011
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AFTER
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Reports Module Updates
Fix Summarize By:
GZ-31060
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AFTER
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Communication Updates
Fix Send Email
GZ-31061
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List/Committee Updates
Fix Add Email List
GZ-31075
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Fix General Settings
GZ-31077
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Fix Add List/Committee
GZ-31814
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Fix Add Inquiry
GZ-31815
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Import
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Projects
Web Content
GZ-31096
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Forms
Before:
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Sales
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Real Estate
Agent Information
| Jira Legacy | ||||||
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Office Information
| Jira Legacy | ||||||
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Additional Information
| Jira Legacy | ||||||
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Miscellaneous
Contact Memberships
Contact Membership: Add
GZ-30684
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Contact Membership: Upgrade
GZ-32644
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Contact Membership: Downgrade
GZ-32645
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Contact Membership: Adjust
GZ-32646
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Contact Membership: Reactivate
GZ-32647
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AFTER:
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Contact Membership: Add One Time Billing
GZ-32705
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Contact Membership: Add Recurring Billing
GZ-32706
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