Ideas

Dynamic Person Profile Menu - Based on Person Viewed

Dynamic Person Profile Menu - Based on Person Viewed

CRM

Ted Decker has been part of Rock Solid Church for years and to keep track of information specifically about him and similar staff the church added a "Staff" page to his profile. Unfortunately that extra page is now is now visible on every person profile in Rock. So you go to look at Jack Harper (a pending account and occasional attender) you have to ignore that "staff" tab on his menu. 

Likewise the church would love to add a page for lay leadership to keep details about small group leaders and elders, but don't want more bloat on profile pages. 

This is where a dynamic person profile menu could come into play. The menu would continue to honor security roles for each person profile page, but it would also only show certain profile pages if a criteria was met. This criteria ideally could be a data view, entity attribute, or security role of the person being viewed. 

This dynamic menu could even be designed to be further reaching then just impacting person profiles, but could help create highly personalized menus on public facing websites. Using a model similar to WordPress where menus can be built and managed under CSM settings Rock Admins could then just choose to add a Dynamic Menu block to a page and choose which menu to use. For the dynamic menu to work in both worlds it would require a way to choose if the entity is "Current User" or "Viewed Entity". 

To continue argue the use cases:

-Good Sam Services could have one attribute on a person's profile where they choose "Involvement" then could toggle all that apply: Participant, Past Participant, Volunteer, Contributor, Staff, Board Member. Based on that one attribute their profile menu would only show the applicable pages. Other faith based non-profits could benefit from this as well. 

-Church schools could show only show the LMS records page of a person if they have enrolled in a program. 

Photo of DJ GrickSubmitted by DJ Grick, Good Samaritan Services  ·   ·  CRM
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