Leader tools now allowing edits online - starting with Quarterly Report!

Discussions about the Leader and Clerk Resources on lds.org.
User avatar
mfmohlma
Senior Member
Posts: 784
Joined: Thu Feb 28, 2008 5:45 pm
Location: Hillsboro, OR

Leader tools now allowing edits online - starting with Quarterly Report!

Postby mfmohlma » Mon Oct 24, 2011 1:15 pm

My ward's quarterly report is already in :D but for those of you procrastinating, it appears that the editing features of the Leader and Clerk website have started with the Quarterly Report. There is a new "Edit" button at the top right of the report.

Kudos to the team implementing this. Looking forward to calling and membership record management soon. (Right?) :)

ckellsworth
New Member
Posts: 24
Joined: Mon Feb 07, 2011 10:20 am
Location: Palm Springs, CA, USA

Postby ckellsworth » Mon Oct 24, 2011 2:07 pm

I can also Edit people contact info (address,email,phone#) within the leader tools.

User avatar
mfmohlma
Senior Member
Posts: 784
Joined: Thu Feb 28, 2008 5:45 pm
Location: Hillsboro, OR

Postby mfmohlma » Mon Oct 24, 2011 2:19 pm

ckellsworth wrote:I can also Edit people contact info (address,email,phone#) within the leader tools.


Indeed. I was poking around to see what else was editable and missed the "Edit" link (not a button) on the "member profile" view. It appears that I am able to edit all contact information (including address). What calling do you have? I am a ward clerk.

The address editing brings up the possibility of move-outs, but I don't think that's implemented yet, as there doesn't seem to be any provision to request records.

ckellsworth
New Member
Posts: 24
Joined: Mon Feb 07, 2011 10:20 am
Location: Palm Springs, CA, USA

Postby ckellsworth » Mon Oct 24, 2011 3:24 pm

Ward Exec Secretary

zaneclark
Senior Member
Posts: 908
Joined: Thu Jan 24, 2008 4:34 pm
Location: Las Vegas, NV
Contact:

Postby zaneclark » Mon Oct 24, 2011 5:08 pm

I can't find the "edit" link on the member page. I am assistant ward clerk... Is this only available to the ward clerk?

zaneclark
Senior Member
Posts: 908
Joined: Thu Jan 24, 2008 4:34 pm
Location: Las Vegas, NV
Contact:

Postby zaneclark » Mon Oct 24, 2011 5:14 pm

zaneclark wrote:I can't find the "edit" link on the member page. I am assistant ward clerk... Is this only available to the ward clerk?


I just checked the access table and it says that as assistant clerk, I do have editing rights... So I repeat my question, where is the edit link on the page?

eblood66
Senior Member
Posts: 2028
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Postby eblood66 » Mon Oct 24, 2011 5:33 pm

zaneclark wrote:I can't find the "edit" link on the member page. I am assistant ward clerk... Is this only available to the ward clerk?


According to the Access Table on the Clerk resources page assistant ward clerks should be able to edit contact information. If it's not working I'd guess it's a bug.

Interestingly, that access table also lists the ability to edit callings. The release notes don't mention that ability so I guess it's not ready yet. But maybe it's coming soon.

User avatar
mfmohlma
Senior Member
Posts: 784
Joined: Thu Feb 28, 2008 5:45 pm
Location: Hillsboro, OR

Postby mfmohlma » Mon Oct 24, 2011 11:12 pm

zaneclark wrote:I just checked the access table and it says that as assistant clerk, I do have editing rights... So I repeat my question, where is the edit link on the page?


It is right next to the words: "Contact Information" when you pull up an individual's record:

EditLink.jpg
(60.4 KiB) Downloaded 96 times

zaneclark
Senior Member
Posts: 908
Joined: Thu Jan 24, 2008 4:34 pm
Location: Las Vegas, NV
Contact:

Postby zaneclark » Tue Oct 25, 2011 6:21 am

mfmohlma wrote:It is right next to the words: "Contact Information" when you pull up an individual's record:



Thank out! Now I know where it is SUPPOSED to be.... I have sent an inquiry to feedback to see why this isn't available in my corner of the tech universe....

stowelljr
Church Employee
Church Employee
Posts: 9
Joined: Wed Sep 21, 2011 1:41 pm

Postby stowelljr » Tue Oct 25, 2011 9:06 am

eblood66 wrote:Interestingly, that access table also lists the ability to edit callings. The release notes don't mention that ability so I guess it's not ready yet. But maybe it's coming soon.


Correct, it is a feature that will be coming soon. That checkbox should not be showing yet. Thanks for letting us know. It will be fixed shortly.
Jeremy Stowell
QA Lead
Clerk Resources


Return to “Leader and Clerk Resources”

Who is online

Users browsing this forum: No registered users and 1 guest