User management: Notes and reminders for better organization
August 2014


In Administration > Users > User management, we have made several changes to the "notes and comments".


A "new" input field

Until now, on the members' files, you had a single input field named "Notes & comments". We have moved this input field to the "Subscription & Access Rights" section, just below the "Paid subscription" box.

This will be very useful if you have important information to note about a user's subscription payment:


Notes... and reminders for better organization

BalleJaune now integrates a system of notes and reminders allowing club managers to archive important information and to better organize themselves

The"notes" are enriched, add text, images or attachments (example: medical certificate).

The"reminders" are in fact"notes" on which you add a due date. This allows you to quickly find this note when the time comes. A"reminder" can then be"pointed out" when the task or action has been completed.

Here is a reminder due on August 31:

Here is a reminder overdue since August 1:

Here is a reminder that was flagged less than a minute ago:


Notes/reminders at your fingertips in User Management:

In Administration > Users > User Management, the right side of the screen now defaults to showing the latest notes added.

It is also possible to filter to show only upcoming or overdue reminders:

Click the "New Note" button to add a note/reminder on the fly:

 

The BalleJaune / OpenResa team at your service!