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Clarity on Form Builder and Member Directory Plugins

Simple Membership Plugin › Forums › Simple Membership Plugin › Clarity on Form Builder and Member Directory Plugins

  • This topic has 3 replies, 2 voices, and was last updated 9 years, 5 months ago by mbrsolution.
Viewing 4 posts - 1 through 4 (of 4 total)
  • Author
    Posts
  • December 24, 2016 at 8:01 am #9304
    bizfundi
    Participant

    Hi!

    I noticed that many plugins have so much more than what is described on plugin description page, so please be patient while I try find out about the deeper functions 😛

    Please let me know:

    FORM BUILDER AND MEMBERSHIP DIRECTORY PLUGIN

    1. Which plugin allows for members to confirm registration via email confirmation link?

    2. Can Form Builder allow me to add more than one image field, i.e. members can upload more than one profile pic?

    3. If yes, then am I correct in assuming that Member Directory can be configured in layout to also show those pictures in the full profile page, which the short directory listing is clicked on front end?

    4. About extra custom fields in the profile form, can it do any of these functions:

    a. Admin can choose if admin only view, member only view
    b. Admin can choose if admin only add/edit data, or both member and admin
    c. Admin choose which fields can be hidden from directory listing view

    5. Can form builder add fields on any other report, or is it limted to only member profile fields? e.g. can add fields to manually record payment details, where admin is manually accepting payments instead of via PayPal etc.

    MEMBERSIP PAYMENT PLUGIN

    1. Question 5 above I think – need to be able to add manual data about payment information, can this be done here/

    2. I notice you only mention to display transactions that are payments but no other transactions, example if membership is $20 per month and he only pays $10 we need to show balance due, something like this:

    1 April 2016 Member fee $20
    5 April 2016 Payment received – $10
    5 April 2016 Balance due $10

    Can your plugin do this?

    3 Can admin click to send email with the above details?

    4 Can admin set automatic reminder to be emailed to members?

    Thanks!

    December 24, 2016 at 10:35 am #9307
    mbrsolution
    Moderator

    Hi, I will provide an answer per your questions listed above.

    ============================================================================

    Please let me know:

    FORM BUILDER AND MEMBERSHIP DIRECTORY PLUGIN

    1. Which plugin allows for members to confirm registration via email confirmation link? The Form Builder addon.

    2. Can Form Builder allow me to add more than one image field, i.e. members can upload more than one profile pic? I don’t see why not. The form builder allows you to add as many fields as possible. However I have never tried adding more than one profile field to a form.

    3. If yes, then am I correct in assuming that Member Directory can be configured in layout to also show those pictures in the full profile page, which the short directory listing is clicked on front end? If yes, then yes but as I mentioned above I have never tested adding more than one myself.

    4. About extra custom fields in the profile form, can it do any of these functions:

    a. Admin can choose if admin only view, member only view. No the admin does not control who views the profile. A member should have the right to view their profile so that they an also edit their profile.

    b. Admin can choose if admin only add/edit data, or both member and admin. This question is somewhat a bit challenging to answer because there is a setting in Simple Membership under Advance Settings that allows the admin to allow other users with different roles to view the plugins dashboard. So if some of your members belonged to one of the user roles allowed to view the dashboard then they would also be able to add/edit data.

    c. Admin choose which fields can be hidden from directory listing view. Yes that is correct. That is what the documentation says. However I have not had a chance to test this myself.

    5. Can form builder add fields on any other report, or is it limited to only member profile fields? e.g. can add fields to manually record payment details, where admin is manually accepting payments instead of via PayPal etc. No it can’t. It is limited to the registration form and the profile form.

    MEMBERSIP PAYMENT PLUGIN

    1. Question 5 above I think – need to be able to add manual data about payment information, can this be done here/….I am not sure because I have not tested this plugin myself.

    2. I notice you only mention to display transactions that are payments but no other transactions, example if membership is $20 per month and he only pays $10 we need to show balance due, something like this: No, I don’t think it can do that.

    1 April 2016 Member fee $20
    5 April 2016 Payment received – $10
    5 April 2016 Balance due $10

    Can your plugin do this?

    3 Can admin click to send email with the above details? At present No.

    4 Can admin set automatic reminder to be emailed to members? Currently no.

    Let me know if you need more help.

    Kind regards

    December 24, 2016 at 10:43 am #9309
    bizfundi
    Participant

    Thanks so much for your fast replies.

    I am always impressed by your response to queries.

    Wishing you and your family a Bessed Christmas and the most successful year in 2017 you have every had.

    December 24, 2016 at 10:54 am #9310
    mbrsolution
    Moderator

    You are most welcome 🙂

    Thank you so much for your lovely words. All the best to you and your family as well for 2017.

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