Organize Members into Custom Lists, Make Notes

Discussions about the Leader and Clerk Resources on lds.org.
gorgando
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Joined: Fri Jan 27, 2017 2:02 pm

Organize Members into Custom Lists, Make Notes

Postby gorgando » Sun Aug 20, 2017 8:01 pm

Thanks for all the recent dev efforts and additions to the LCR. Our ward absolutely loves the reports and many features that make our meetings and callings more efficient so that we can focus more on helping the members of the ward and less time on administrative tasks.

Our Ward Council and Bishopric currently use a plethora of Google Sheets for keeping track of everything from activation efforts to Young Single Adults to Single Mothers and unassigned families (and much much more). This works great for having a centralized place to collaborate and take notes that can be seen/edited by everyone. However, a big downside is that there is no way to dynamically update these Google Sheets when members move in/out. The maintenance on dozens of Google Sheets quickly becomes an administrative nightmare.

It would be great to have the ability in LCR to create custom lists, control access to the lists, and have functionality to add comments/notes next to names in the lists. Even better if it is accessible and editable via mobile device, but the web browser would be a great starting place. I doubt there is an easy way to connect Google Sheets (or another similar third party platform) directly to LCR via an API, but that might also be a better option than developing all this functionality in-house. This feature will address a big pain point that I'm sure many many wards face.

russellhltn
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Re: Organize Members into Custom Lists, Make Notes

Postby russellhltn » Sun Aug 20, 2017 8:40 pm

gorgando wrote:Our Ward Council and Bishopric currently use a plethora of Google Sheets for keeping track of everything from activation efforts to Young Single Adults to Single Mothers and unassigned families (and much much more).

The ward leadership may want to review the Meetinghouse Technology Policy:
4.9.3 The use of MLS data and membership information in third party software is prohibited, whether obtained from within or outside of a meetinghouse.
4.9.4 The use of cloud-based services for storing and/or backing up MLS or any membership related data is prohibited.



gorgando wrote:It would be great to have the ability in LCR to create custom lists, control access to the lists, and have functionality to add comments/notes next to names in the lists. Even better if it is accessible and editable via mobile device, but the web browser would be a great starting place.

The development priorities are set by the Priesthood Department, but you can submit a suggestion via the Feedback link in LCR.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.


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