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.

We will reap a dual-purpose benefit in many of these cases because the improvements required for v2 UI will also improve v1 as well.

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).

Note: This is a ‘living’ document. We are adding screen shots as the various areas continue to be updated. However, the screen shots are the final versions that will be making it’s way out to production.

Contacts module

Org Contact > Contacts > Add Ind Contacts Under Org

GZ-30682

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Org Contact > Contacts > Edit Ind Contacts Under Org

GZ-30683

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Contacts > Memberships > Edit Membership Details > Expiration Dates

GZ-30685

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Org Contact > Memberships > Actions > Drop or Delete Membership

GZ-30686

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Contacts > Billing > Edit Membership Billing

GZ-30957

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Contacts > Billing > Create/View Refund

GZ-30958

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Contacts > Billing > Actions > Create Credit

GZ-30982

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Contacts > Billing > Write Off

GZ-30983

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Contacts > Billing > Credit Memo

GZ-30984

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Contacts > More Info > Custom Fields

GZ-33770 - Getting issue details... STATUS

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Contacts > Communication > Customize Results filter

GZ-30987

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Events Module

Fix General Information Page >>

GZ-31015

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Fix Overall Event Custom Fields >>

GZ-31018

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Fix Add Sponsorship Type >>

GZ-31019

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Fix Add Sponsor >>

GZ-31020

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Setup Screen

Fix Directory Display Settings >>

GZ-30667

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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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Add/Edit Category List >>

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Add/Edit Event Sponsorship Benefits >>

GZ-31048

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Fix Finance General Settings

GZ-31049

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Discounts >>

GZ-33797 - Getting issue details... STATUS

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Sales Discounts >>

GZ-33772 - Getting issue details... STATUS

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Set Primary Access Level

GZ-31051

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Set Org Access Level

GZ-31052

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Reassign Membership Type

GZ-31054

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Update Expiration Dates

GZ-31057

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Fix Website Directories

GZ-31417

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Misc > General Settings

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Data tools section > update scheduled billing membership types > reassign membership type

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Membership Module Updates

Edit Membership Billing Screen

GZ-31005

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Membership > Unpaid

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Billing Module Updates

Billing > Payments > Customized Results

GZ-35416 - Getting issue details... STATUS

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Sales/Invoices

GZ-35458 - Getting issue details... STATUS

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Fix Email Invoice Page

GZ-31010

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Run Upcoming Billing Page

GZ-31011

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Reports Module Updates

Fix Summarize By:

GZ-31060

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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

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Continuing Education

Cloud

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Sponsors/Ads

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Fundraising

GZ-31179 - Getting issue details... STATUS

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Sales

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Real Estate

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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Contact Membership: Add One Time Billing

GZ-32705

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Contact Membership: Add Recurring Billing

GZ-32706

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