Operational Assurance: getting your questions answered

Folks in my Operational Assurance program have been asking -- and getting answers to -- some pretty interesting questions. Here's a sample of some issues we've worked through in the past couple of weeks:

  • Why isn't this field auto-updating with the correct values?

  • Can we do QuickBooks integration?

  • Addresses are not getting geocoded. Why not?

  • We're seeing several annual memberships with expiration dates several years in the future. How can we fix this?

  • Why are price fields are showing prices with odd coding characters, like <span class="crm-price-amount-amount">$ 35.00</span> ?

  • My report doesn't include all the contacts it should. Am I missing something?

  • Addresses aren't saving correctly -- why would it save only city and state, while everything else is getting lost?

  • Anti-spam protections are blocking real human users. Can’t we fix that?

  • CiviCRM says it's sending emails, but a few of our constituents are insisting that they haven't received them. What's going on?

  • Our event's public "registered participants list" isn't showing at all. Why did it always work before, but not now?

  • On contribution pages using Stripe, the "zip code" field never displays on mobile devices. Why not?

  • Why are our scheduled mailings never being sent out?

Not to give away the ending, but the answers are usually one of these:

  • That's a bug in your version of the software, that is (or in some cases, isn't) already resolved in the latest version.

  • The trouble is caused by this specific configuration that you could change like so.

  • The functionality you want is available from this extension here, if you install it.

Often just having the answer is enough -- organization staff can change configurations or adjust usage on their own. Or they can make an informed decision about whether it’s worth investing in custom development. Either way, getting answers removes the mystery, and that’s no small thing.

For what it’s worth:

There happen to be a couple of slots open in the Operational Assurance program. If you're curious, you can read more about it here.

All the best,
Allen

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Toronto, anyone?