UI/UX Observations and suggestions about volunteersystem HOT 8 OPEN

@adamjrice do we have the ability to link directly to leads on the new contact form?

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@pboyd04 Not currently. I did some experimenting attempting to make that happen, but I didn't get it to work satisfactorily.

The area can be directly linked, although the way I've got the form set up now, the area selection is hidden by default. There's probably a way to mung the URL to reveal it, but I haven't figured that out yet.

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Ok @russelltsherman you mind move your 4th suggestion out to a separate issue? It's going to require wordpress side changes to get something like that to work.

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Digging into this a little more, I see there's more to the problem. I could create a second "direct linking" contact form. That would be a kludge, but not too bad.

It would become a maintenance problem because we'd need to update the form every time we changed a lead. When I set up positions in Freshdesk, I set the names to be their departments. Leads sometimes (not always) change their name in Freshdesk. And Freshdesk tags in people by name, not account ID.

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i posted here just for the sake of throwing some suggestions out there.. feel free to dissect, relocate, or completely disregard...

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i know the wordpress form modification might be a tall order.. but maybe at minimum the volunteer side could tell me which lead i should message before sending me to the form?

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I think it's a good idea, just difficult to implement at the moment. I'll open a new issue for it to make sure we don't lose track.

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Created #75

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