Member Platform (Zoom) Meeting on May 22, 2025 (#3523440) · Issues · project / member

Member Platform (Zoom) Meeting on May 22, 2025

>>> [!note] Migrated issue   Reported by: [jdleonard](https://www.drupal.org/user/80902) >>> <h2>Google Doc</h2> You might find the <a href="https://docs.google.com/document/d/1XB1IFUHbUhtstHiShUw3M-0wKnA2N1KPKkIV9CYcbac/edit?tab=t.0">Google Doc</a> for this meeting (from which the notes are copied) to be easier to consume and to include additional detail (e.g. comments) not present in this issue. If this meeting hasn't happened yet, find and add to the agenda in that doc anytime before the meeting. <h2>Member Platform Meeting</h2> May 22, 2025 at 10:00am CDT <h3>Meeting Notifications, Agendas, Past Notes, Slack Channel</h3> See <a href="https://www.drupal.org/project/member/issues/3505938">[Meta] Member Platform meetings</a> <h3>Who is here?</h3> Include your Drupal.org username in parenthesis if you have one. <ul> <li>JD Leonard (jdleonard)</li> <li>Paul McKibben (paulmckibben)</li> <li>James Shields (lostcarpark)</li> <li>Lee Walker (mr_scumbag)</li> <li>Matthew Radcliffe (mradcliffe)</li> <li>Luke McCormick (Cellear)</li> </ul> <h3>What Topics Should We Discuss? / Limited Human Notes</h3> <ul> <li><a href="https://drive.google.com/open?id=1MTvjHpIzS3XJAUPWXUe5SvCA3sPvySwn&usp=drive_fs">Recording</a></li> <li>Quick introductions</li> <li>Any questions/requests from MidCamp contribution day</li> <ul> <li>Hopefully we can work on:</li> <ul> <li>Email entity: <a href="https://www.drupal.org/project/crm/issues/3525352">https://www.drupal.org/project/crm/issues/3525352</a></li> </ul> </ul> <li>Progress on and opportunities to contribute to CRM</li> <ul> <li>Lots of issues in the <a href="https://www.drupal.org/project/issues/crm?categories=All">issue queue</a> ready for someone to dive in</li> <li>Documentation, README, etc… create a new / follow-up issue from <a href="https://www.drupal.org/project/crm/issues/3522261">https://www.drupal.org/project/crm/issues/3522261</a> (Improve project page description)?</li> </ul> <li>Speeding up progress toward Member Platform 1.0</li> <ul> <li>Member Platform Track Leads</li> <ul> <li>CRM liaison — help drive contribution to CRM stable (what features CRM should implement to be stable compared to CiviCRM, RedHen CRM, CRM Core).</li> <ul> <li><a href="https://www.drupal.org/project/crm/issues/3522293">https://www.drupal.org/project/crm/issues/3522293</a> (Comparison page)</li> <li>James</li> </ul> <li>User Experience (UX) — scope to drive designs</li> <ul> <li>Luke</li> </ul> <li>Functional specification</li> <li>Communications — investigate mailing list, SMS, etc… functionality and functional specifications.</li> <li>Q/A — Make sure tests are aligned.</li> <li>Internationalization — Determine next steps</li> </ul> <li>CRM stability is a blocker</li> </ul> <li>June 5 Zoom meeting logistics (JD on vacation)</li> <ul> <li>Luke will run the meeting</li> </ul> <li>Refine high level requirements for Member Platform 1.0</li> <ul> <li>Worked on <a href="https://www.drupal.org/node/3515770">Functional spec: Event attendee experience (1.0)</a></li> </ul> </ul> <h3>Action Items</h3> <ul> <li>JD: Solicit track leads</li> </ul> <h2>Fathom AI Summary</h2> <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ">VIEW RECORDING - 58 mins (No highlights)</a> <h3>Meeting Purpose</h3> <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=0.0">Biweekly Member Platform project meeting to discuss progress, contributions, and next steps.</a> <h3>Key Takeaways</h3> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=7.0">CRM module needs more contributors; JD documenting architecture to help onboarding</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=402.0">Proposed "track leads" concept to speed up progress toward Member Platform 1.0</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=507.0">Detailed discussion on event registration requirements for 1.0, including RSVP options and guest policies</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=1126.0">Luke volunteered to lead next meeting (June 5th) while JD is on vacation</a></li> </ul> <h3>Topics</h3> <h4>CRM Module Progress and Contributions</h4> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=130.0">Flurry of recent activity in CRM module</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=169.0">JD documenting architecture in detail, will share in channel</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=221.0">Luke created README and technical doc for CRM module using AI assistance</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=136.0">Encouragement for more contributors to dive into issue queue</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=1464.0">Discussion on address handling within CRM (using Address module field)</a></li> </ul> <h4>Speeding Up Progress Toward Member Platform 1.0</h4> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=402.0">Proposed "track leads" concept to distribute responsibility</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=480.0">Potential tracks identified:</a></li> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=420.0">CRM 1.0 stability</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=533.0">User experience definition</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=563.0">Functional specification</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=637.0">Communications to members</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=681.0">Testing framework</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=715.0">Internationalization</a></li> </ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=584.0">Luke expressed interest in UX/documentation track</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=464.0">James potentially interested in CRM track</a></li> </ul> <h4>Event Registration Requirements for 1.0</h4> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=2254.0">Detailed discussion on RSVP options and configurations</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=2247.0">Considerations for group/event settings:</a></li> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=2640.0">Open vs. closed to new members</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=2661.0">Allowing non-members to RSVP</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=2710.0">Guest policies</a></li> </ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=2949.0">Information visible when viewing an event (description, image, attendees, etc.)</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=3235.0">Potential for reusable location/venue entities</a></li> </ul> <h4>Mentoring Team Requirements</h4> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=1420.0">James created issue to compare mentoring team needs with Member Platform</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=1697.0">Currently using older CiviCRM site, looking to potentially replace</a></li> </ul> <h3>Next Steps</h3> <ul> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=923.0">JD to share "track leads" concept on Slack to gather more interest</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=941.0">JD to reach out to committed contributors for specific tasks</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=1126.0">Luke to lead next meeting (June 5th); JD to provide logistics support</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=2879.0">Continue refining event registration requirements for 1.0</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=3395.0">Consider developing personas to guide user experience scenarios</a></li> <li><a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?tab=summary&timestamp=3460.0">James to further explore CRM module architecture with JD's guidance</a></li> </ul> <h3>Action Items</h3> <ul> <li>Share CRM architecture documentation in Member Platform Slack channel - <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=165.9999">WATCH (5 secs)</a></li> <li>Review CRM module; install locally; explore architecture with JD post-meeting - <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=779.9999">WATCH (5 secs)</a></li> <li>Post track leads concept in Slack; solicit interest for various tracks (CRM, UX, functional spec, communications, testing, i18n) - <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=912.9999">WATCH (5 secs)</a></li> <li>Prep to lead June 5 Zoom meeting; set up Fathom.ai acct for recording - <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1126.9999">WATCH (5 secs)</a></li> <li>Tee up Luke for June 5 meeting; ensure Zoom link in invite; show how to copy Fathom.ai notes - <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1130.9999">WATCH (5 secs)</a></li> </ul> <h2>Fathom AI Transcript</h2> <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ">VIEW RECORDING - 58 mins (No highlights)</a> <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=0.0">@0:00</a> - Paul McKibben after it was there. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2.68">@0:02</a> - JD Leonard (modernbizconsulting.com) But it is always it is always in the calendar invite and in the message I post on Slack. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=9.66">@0:09</a> - Luke McCormick Yeah, okay. looked in the calendar invite, and I should have looked on Slack. well, thank you. I got it. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=15.72">@0:15</a> - JD Leonard (modernbizconsulting.com) It's possible the calendar invite doesn't have a link to this document specifically. But it does have a link to the general whatever, and eventually you'll find it. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=27.02">@0:27</a> - Luke McCormick I'll scroll through it. That's why I put that one. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=31.5">@0:31</a> - JD Leonard (modernbizconsulting.com) All right. So we'll get started. Thanks, y'all, for joining. Quick introductions. I'm JD. You all know me, but I'll let you all introduce yourselves to each other in case you don't know each other, which is possible. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=47.8">@0:47</a> - Luke McCormick I'm Luke in California. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=53.18">@0:53</a> - Paul McKibben I'll make it. McKibben, based in Atlanta. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=59.46">@0:59</a> - James Shields James Shields, based. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=60.0">@1:00</a> - JD Leonard (modernbizconsulting.com) And we've got Matthew Radcliffe who is presently in the midst of the First Time Contributors Workshop at MidCamp. Cool. Thanks for joining. Okay, so the first question in our agenda here is any questions or requests from MidCamp Contribution Day? And I see that Matthew has, I presume Matthew has put email entity, hopefully we can work on email entity, great. And I would imagine, well, I guess my question, Matthew, is do you think there is capacity for more than that? Should we be identifying specific issues, you know, beyond that? We may have capacity for more than that, but we'll start with one issue. Very good. I'll be on Slack to help navigate as needed. But of course, you've got Steve there, I hope. help. We will be very good for that too. Okay. So next, progress on and opportunities to contribute to CRM. So we've had a sort of flurry of activity in the CRM module, which we're adopting. So I encourage everybody who has not to check out the issue queue because there are issues there ready and waiting for people to dive in. And a lot of them are not complicated, right? They're things you can just go in and do fairly quickly. But the more the merrier. And I think it's important that, you know, we start contributing more and getting more contributors involved in that because that's going to be a big part of member platform. And in particular, I think we need people to sort of level up on just understanding CRM and how it works and what it's doing. ACTION ITEM: Share CRM architecture documentation in Member Platform Slack channel -<a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=165.9999"> WATCH</a> To that end, I am documenting the architecture in a fairly detailed manner. And that's not quite ready, but I'm hoping to have that finished today. So I'll definitely show Share that out in our channel, so folks can ramp up. And I see Matthew wrote, if there are any functional specification or project management or documentation issues, please link them here with a bit of a description of what is needed on that issue. Very good. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=201.14">@3:21</a> - Luke McCormick I actually did some prompt engineering on that line yesterday. So I was curious, what's maybe a good way to share that? I might can send it straight to you, JD, if you want, but just to see if it... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=216.8">@3:36</a> - JD Leonard (modernbizconsulting.com) I'm not sure I understand what it is, but you're welcome to share it in the channel and... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=221.82">@3:41</a> - Luke McCormick I created a README and a technical doc for CRM module yesterday. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=228.66">@3:48</a> - JD Leonard (modernbizconsulting.com) Oh, nice! <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=229.92">@3:49</a> - Luke McCormick With help from the Army of Robots. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=234.24">@3:54</a> - JD Leonard (modernbizconsulting.com) To Matthew's point, yes, something like that is great to put in an issue in CRM. So if you, you've got a, and then share the prompt. Cool. And you can always, you know, get a little more visibility on that by posting a link to it in whichever channel you think it's most appropriate. Have you all joined the CRM channel yet? CRM channel? Very good. So, yeah, there are lots of opportunities to contribute to CRM. Please get in there. In particular, I think if anybody wants to take a critical eye toward the architecture and say, hey, is there something clearly missing? Is there something that doesn't seem sufficiently flexible, et cetera, et cetera? Like now's a great time because there's no release yet, right? So we don't have to worry about backward compatibility. We can make fairly broad changes, et cetera, et cetera. Anybody have questions about CRM? Anything they want to talk about? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=297.4">@4:57</a> - Paul McKibben So base level question here because I'm finally starting to. open That's a Get my hands dirty, and then start playing with CRM. I'm assuming all I have to do is install Drupal Core, and then install the CRM module, and enable it, and I can get started? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=309.04">@5:09</a> - JD Leonard (modernbizconsulting.com) Correct. That'll let you sort of see what's there. And there's stuff under Structure CRM, there's stuff under Configuration CRM, and then there's stuff under Content CRM. Those are sort of three places to go to find the things. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=322.08">@5:22</a> - Paul McKibben Awesome. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=322.68">@5:22</a> - JD Leonard (modernbizconsulting.com) It's decidedly unpolished. It has not been polished yet. And there's a mix of things that are sort of, it would also be worth reviewing the issue queue to see what sort of is pending and coming up to provide some more context. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=339.32">@5:39</a> - Paul McKibben Sounds good. I've actually tried to install it now, so let's see what I get here. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=345.82">@5:45</a> - JD Leonard (modernbizconsulting.com) Excellent. Okay, so next up, speeding up progress toward member platform 1.0. So I think things feel slow, and you know, that can be fun. Frustrating for anybody involved. And so I wanted to solicit ideas for how we can speed up progress there. I kind of feel like a bit of a bottleneck right now. I don't want to be a bottleneck. So I want to figure out how to spread, you know, the workout, spread the responsibility out so that folks feel empowered to lead and do things. So any, any thoughts? Welcome. And if we don't have thoughts, I have thoughts, but So I'll, I'll share that. The bigger thought that I had was, I think it might be helpful if we had sort of a concept of track leads, you know, something like that, so that there's sort of clear division of responsibility and groups for folks to work on. Um, and so, uh, you know, Matthew's asked a question here about I think getting CRM stable as a blocker for 1.0. Yes, absolutely. And so that's an easy area for people to dive into. And I think there probably are multiple tracks that would involve CRM, and there are probably tracks that don't involve CRM and sort of defining those could be helpful, you know, to figuring out kind of how we move forward. The other thing we need is we need people to volunteer to actually be track leads and lead and kind of move things forward. So I guess I will ask a very high level question, which is, is anybody here interested in doing something like that, understanding that it's fairly undefined? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=464.58">@7:44</a> - James Shields Potentially, yeah. I suppose you probably sound like you have ideas of what the tracks should be, so. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=474.0">@7:54</a> - JD Leonard (modernbizconsulting.com) I would say that, I would say my idea of what the track should be is very cerebral. Ha, ha, I did write down in my own notes some ideas, but I think one thing we could do on this call is map out, hey, let's say we were going to have X number of tracks, what would they be? Maybe that would be a good thing that we could all do together. What do all think? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=498.66">@8:18</a> - Luke McCormick Sounds reasonable. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=501.32">@8:21</a> - JD Leonard (modernbizconsulting.com) Reasonable. I like that. So I think one could be, and thank you to whoever's taking notes here, one could be just somebody sort of focused on getting CRM to 1.0, like just as a, almost like a liaison to CRM to just focus on what CRM needs to get to 1.0 so that, you know, it has stability that we can count on. Um, another would be around user experience definition. For our 1.0, you know, specifically, like, how do we adapt the user experience of meetup.com, right, to our scope and to, you know, something we can then actually move forward to implement designs for. Another would be somebody to focus on driving forward the functional specification. And I had some other things on this list, but I actually don't think they don't apply yet. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=584.96">@9:44</a> - Luke McCormick I'm interested in the UX stuff and the user experience and documentation and sort of user guide type things. So if no one else has done that, I'll... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=600.0">@10:00</a> - Lee Walker I'm somebody is. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=602.66">@10:02</a> - Luke McCormick I'll huddle around that far a bit. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=604.8">@10:04</a> - JD Leonard (modernbizconsulting.com) Yeah, that'd be great. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=606.14">@10:06</a> - Lee Walker Do we have a shared Google Doc or something for this? For some reason, I thought we did and now I can't find anything. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=611.76">@10:11</a> - JD Leonard (modernbizconsulting.com) Oh, you know, it's because whenever somebody joins the meeting, they can't see the back chat. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=616.54">@10:16</a> - Lee Walker Oh, yes. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=617.76">@10:17</a> - JD Leonard (modernbizconsulting.com) But it is also in a link buried above the pings in the Slack channel. Thank you for asking. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=630.2">@10:30</a> - Lee Walker I was like, I'm sure I've looked at one before and now I can't find anything. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=637.76">@10:37</a> - JD Leonard (modernbizconsulting.com) Otherwise, I think we could also use someone focused on communications to members and that feature set specifically, you know, sending out emails, SMS, things like that. We don't need to do all of the, like, we don't need to do SMS for 1.0, right? But I think we do want to select. Okay. For, you know, set of modules, frameworks, whatever that we want to use that could support those sorts of things in the future. And so somebody to research the available options, make a recommendation, you know, define requirements that could be a fairly contained, still significant set of work. I think we could also use someone who's dedicated or interested in testing, kind of trying to help set up both our testing framework, as well as, you know, contributing to CRM's testing and making sure that, you our test cases are kind of aligned and figuring out how that all fits together so that we're not in the situation of, hey, we developed something and we have no tests. Also, internationalization, I don't think a lot. A lot of time has been spent on thinking about that in CRM yet, certainly member platform, we don't have code yet, but somebody to focus on that and kind of help, you know, lead us forward as far as what the next steps are there, I think that would be helpful. And that's all I've got for now. What do folks think and what are folks interested in? And how do we motivate people to get involved? ACTION ITEM: Review CRM module; install locally; explore architecture with JD post-meeting -<a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=779.9999"> WATCH</a> So I think I heard Luke is interested in... User experience, and I heard James is interested in something, right? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=788.84">@13:08</a> - James Shields Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=789.66">@13:09</a> - JD Leonard (modernbizconsulting.com) Possibly. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=790.8">@13:10</a> - James Shields Possibly the CRM part. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=795.18">@13:15</a> - JD Leonard (modernbizconsulting.com) Uh-huh. Cool. That would be great. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=806.04">@13:26</a> - James Shields Get a little bit more into it to figure out what I'd be getting into. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=814.1">@13:34</a> - JD Leonard (modernbizconsulting.com) And on the, you know, just a thought on the CRM stuff. So I think it would be helpful to look at some of the other CRM implementations to understand kind of what best practices are in CRM land. Civi CRM, you can now install that standalone without having to fuss with Drupal. It's actually quite easy to install now. It was not so much before. So. I'd suggest, you know, setting up an instance of Civi CRM locally so you can poke around and see what they do. They have a much more sophisticated and complex system. But I know Steve has sort of designed a lot of CRM based on some concepts from Civi with an eye towards facilitating migrations to and from. So that's one place to look. There's, I think, also useful experience to be had from looking at CRM Core and RedHen, which are both, you Drupal CRM projects that already exist, you know, among others. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=877.88">@14:37</a> - Lee Walker What actually happened to RedHen? Did it just peter out or something? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=883.3">@14:43</a> - JD Leonard (modernbizconsulting.com) I think basically, I mean, I don't, I don't have firsthand knowledge of it, but my analysis is yes, it's basically petered out. And I think part of that is because it was driven by one agency. And that agency is sort of, it's no longer a priority for them, I think. Yeah. And that's an advantage we have because CRM is community oriented. And so it would be great to get some agencies involved too. ACTION ITEM: Post track leads concept in Slack; solicit interest for various tracks (CRM, UX, functional spec, communications, testing, i18n) -<a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=912.9999"> WATCH</a> Like that would really help move things forward, I think. And that's another avenue we could take. So I think, you know, what I will do is I will share some of this concept of track leads and, you know, on Slack and see if we can get some more interest and, you know, folks interested in also, if not leading, contributing, right, in these areas. And I'll also reach out to the people who have specifically sort of, you know, said, yes, I am committed to helping in specific ways, right, that issue we have. And, you know, see if I can get some more folks coming out of the work. Anybody else on? on? Speeding up progress, are there any thoughts there? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=966.66">@16:06</a> - Lee Walker Well, I'm just poking around here. Is there any reason we're not picking up Redhead, or is that because it's just done wrong? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=975.4">@16:15</a> - JD Leonard (modernbizconsulting.com) There's quite a lot of modules written for it. Yeah, although if you look at them, a lot of them are, I think, not up-to-date at all. A lot of it is Drupal 7, but they do have, yeah, there's a bunch of stuff there. There is a biggest sort of technical or architectural difference between CRM and CRM Core, which is different, and Redhead, which is different, is that both CRM Core and Redhead have distinct entity types for contacts and for organizations. They're treated separately. Which means that if you are providing functionality that covers both, you have to do a lot of double work, and you have to use, in many cases, entity reference, or dynamic entity reference, right, which lets you target more than one entity type at a time, which entity reference doesn't. And that module's not, like, as easy as it should be, as, like, you know, fully compatible with things as it should be. So there's just, like, a lot of extra stuff there. Sure. CRM has taken the approach that it doesn't matter if you're an individual, household, or an organization. Those are bundles of one entity type called contact. So you can use standard entity reference to refer to things, and just everything's a little easier in that way. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1068.8">@17:48</a> - Lee Walker There's some fundamental architecture decisions that it'd be easier to, okay. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1074.54">@17:54</a> - JD Leonard (modernbizconsulting.com) That's the idea. That's And also, right, there's a lot of baggage, just with the existing projects. And And, you know, to sort of get to something, it might take longer, in many ways, right, to take one of those and sort of get it into shape. But, in any event, that's, you know, that's something that sort of Steve sort of moved forward with, and then we kind of looked, right, at these different solutions and, I think, felt best about CRM. Good question. All righty, next up, June 5th is our next Zoom meeting. That's in two weeks. I will be on vacation. There's a chance that I might join in and listen, but I also might not have cell service or internet. So, my question is, is there somebody who would like to lead the call and carry us forward in two weeks? ACTION ITEM: Prep to lead June 5 Zoom meeting; set up Fathom.ai acct for recording -<a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1126.9999"> WATCH</a> <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1137.2">@18:57</a> - Luke McCormick I'll do it. ACTION ITEM: Tee up Luke for June 5 meeting; ensure Zoom link in invite; show how to copy Fathom.ai notes -<a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1130.9999"> WATCH</a> <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1138.52">@18:58</a> - JD Leonard (modernbizconsulting.com) Thank you, Luke. Thank you. Luke. All right. So I'll tee you up for that. I'll make sure that we've got the Zoom link in there, and my Zoom just will work. The one thing that it's not going to do is do the recording with Fathom.ai. So if you want to do the, like, you know, set up a Fathom.ai account or whatever, you could do that yourself, and then I can show you how we copy it into the notes and stuff. But otherwise, whatever you choose to do is fine. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1165.94">@19:25</a> - Luke McCormick Seems like a good time to get up to speed with that. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1167.76">@19:27</a> - JD Leonard (modernbizconsulting.com) Yeah. Yeah, yeah. And we can, we can connect, you know, offline to talk about logistics and stuff and be like. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1177.1">@19:37</a> - Luke McCormick Sure. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1178.04">@19:38</a> - JD Leonard (modernbizconsulting.com) Cool. Thank you. Hey, okay. Does anybody have anything else they want to cover before we get to our last item, which is time permitting? And look at that, we have time. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1190.74">@19:50</a> - James Shields Check what the last item is. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1195.36">@19:55</a> - Lee Walker I managed to get another email out of the local Scout Council. Council. Because that's kind of, and they're like, yeah, we're so totally interested, and then nothing, right, for the last three weeks. I am going to be at a roundtable with them in a couple of weeks, so maybe I can give them a poke and try and move it along. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1220.28">@20:20</a> - JD Leonard (modernbizconsulting.com) Very good. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1223.38">@20:23</a> - James Shields I have created an issue for the mentoring team to... to look at. So I think we currently have a CVCRM site that is being used for mentoring, which is a bit old and creaky, and so I think there's interest in replacing it with something newer. So I think what we just want to do is gather what we'd consider requirements and just compare them to what What's it for a member platform and see where they align and see if there's anything that the mentoring team would want that isn't included or is at odds with it, and I suppose it might be that there'd be things that might make it into 1.0, but would be features that we'd look for later. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1303.54">@21:43</a> - JD Leonard (modernbizconsulting.com) Very good. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1310.76">@21:50</a> - James Shields So there's one thing I have a question about. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1313.28">@21:53</a> - JD Leonard (modernbizconsulting.com) Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1314.14">@21:54</a> - James Shields That we, and it may be... So basically, we had some discussion about things like addresses and emails and phone numbers, and it seems to me that if you take addresses, for example, how you actually store an address is likely to be something that different organizations want to treat differently. So I could see some want to do it as separate fields for each line of the address. Some might just want to give you a text box. Some might want to use the Drupal address field. And my thought is that member platform stroke CRM shouldn't really need to care about that. What it needs to know is sort of things like are several people sharing one address that we can do as a linked entity rather than repeating the same address, or sort of things like is it a home address, a work address. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1413.6">@23:33</a> - JD Leonard (modernbizconsulting.com) So maybe I'll bring it up to speed on the conversations I've had with Steve so far on the address. So basically the direction we've gone so far is on the contact entity, there is an entity reference field that points to any number of address entities. It uses the inline entity form widget. It's as the kind of exclusive way that you do current operations on addresses. So if you want to create an address, you do that when you're creating or editing a contact, and then that address is only accessible via that contact, basically. That address entity then contains an entity reference to a config entity that is the address type, right, homework, etc. And it contains an address field, address module, right, field for storing the address. I suppose it would be possible to offer multiple ways to store an address. I'm not sure how in demand that would be, how opinionated folks are going to be about how an address gets stored. But because there is that abstraction layer and having an address entity, right, you could prove. I have some, you know, way of kind of choosing which one is sort of active. What I do see as a challenge, though, is then having that integrate cleanly with other, you know, contrib modules, like views, you name it, right, like search API, lots of different things. So personally, I'm in favor of just using the address module address field, because it cleanly integrates with all those great things, but certainly open to, you know, hearing requirements. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1537.12">@25:37</a> - Lee Walker lot of work went into that address module. I agree. work in almost any country in the world. It's very complicated. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1549.6">@25:49</a> - James Shields No, I mean, I, I certainly wouldn't want to, I'm not, I'm not suggesting we, we, we, we want to throw that away. I'm just, my thought would be, could we do something like how. So you were saying we're going to have an address entity that stores the actual address as an address field. Could that be a fieldable entity that you can define what fields you're using for address? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1586.16">@26:26</a> - JD Leonard (modernbizconsulting.com) Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1586.64">@26:26</a> - James Shields And it might even be a case of it assumes it's going to be an address and that most of the UI will assume it's an address field, but if you want to change the address into multiple fields or something else, you're going to have to fix up the UI, but the entity structure would support it. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1613.3">@26:53</a> - JD Leonard (modernbizconsulting.com) Yes, it's, it's fieldable, you know, with that kind of thing in mind, like you can add whatever data you want to it. And if you wanted to. to. If you ignore the address field there and use whatever other fields you want to add, there's nothing stopping you, right? You just wouldn't benefit from any of the integrations of the well-known, you know, machine name of that address field that it is of type, you know, address module, address field. You know, so like other contrib, you know, the CRM ecosystem might assume that that address field is there. If it's not, like, I mean, if it's, you know, you're using something else, it might not, you know, carry on, carry forward. Matthew wrote in the chat, site can extend via geofield and geocoder to do fancy things. Yes, absolutely. And I did do a quick proof of concept to show Steve that. He was like, oh, that's nice. And underneath the covers, address data is stored as separate properties and makes it exportable or embeddable in emails, templates, SMS. Nice. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1680.02">@28:00</a> - Lee Walker I'm sure. I'm there's a DrupalCamp recording where I think it's Ryan Sazramad basically goes through and talks about the address module, not everything that went through about it. I'm sure I've seen it, but it's been a while. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1697.84">@28:17</a> - JD Leonard (modernbizconsulting.com) It's a, it's a powerful, powerful module and it is extensible. So if you don't like the list of countries, you can change the list of countries and things like that. Um, you had also mentioned James about like shareable addresses and like sharing addresses between contacts, I think is what you're referring to. And that's something that Steve had also brought up. Um, and we've sort of taken the approach that initially we're just not going to support that we're not going to deal with that. Um, because it adds too much complication, um, you know, at this stage, but it's, but you said it's a, it's a, it's an entry reference. adds. you. It is for the moment. There's a chance that it might change to use a new module that Steve has created called Primary Entity Reference, that basically extends Entity Reference to keep track of which one is primary. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1757.32">@29:17</a> - James Shields I mean, sorry, I meant Entity Reference in a sort of a generic term rather than the specific Entity Reference. So it'll still be a type of Entity Reference. So least the data structure would support multiple contacts using the same address in the future if we figure out it. Yes, lots to figure out. I'm very in favor of keeping the scopes limited for the initial release, but I'm also kind of, I think we should try and be, not to be, not to be, you know, sort of, to create, to not create structures that, that prevent us from extending that in the future. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1815.96">@30:15</a> - JD Leonard (modernbizconsulting.com) I think, I'm, I gather member platform is being introduced at mid camp, and we might be, we might be on display here. Excellent. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1840.38">@30:40</a> - Lee Walker I wish I could have made mid camp. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1843.08">@30:43</a> - JD Leonard (modernbizconsulting.com) I know, me too. Thanks, Matthew, that was fun. Cool. Anything else on folks minds? If not, then I would suggest I Yes, that we move on and talk about the requirements for event attendees. That sound like an interesting thing to dive into. SCREEN SHARING: Jd started screen sharing -<a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=1877.809364"> WATCH</a> I will share my screen here, and I will also put a link to this in the chat. So this is sort of our stub for the requirements for a functional specification. And I realize I am not logged in, so let me do that so we can change it. Right, so high level, right, we've said, before I even get to these bullet points, right, we've said that That for things that are extending, you know, member platform, it's all going to be based around contacts, right? So it's what is a contact, how does a contact interact with these things? And the way that a contact is linked to a Drupal user in CRM is there is basically like a relationship entity. I don't mean a relationship entity. I don't mean an entity of type relationship. I just mean conceptually, that it's an entity that simply references the Drupal user and references the contact in CRM, and that is a one-to-one relationship when it exists, right? So a user, like only one user in contact can be connected with one another in that way. There'll be a separate access control concept for, like, controlling or modifying other contacts. But if you kind of assume, right, you log in as a user, you are assuming... If with a given contact, then because you are associated with that contact, you can do things sort of on behalf of that contact, like RSVP for an event, or things like that. But there's more to it, of course, because we need to think about things like RSVPing when you're not logged in, you know, the experience of sort of basically becoming a member, right, when you RSVP. And maybe it would also be helpful to quickly look at meetup.com, right, because our 1.0 is basically a light version of meetup.com for one group. So if we go to the Drupal users group in Austin. Wow, this is real slow. Another reason to not use meetup. I guess the past event is not going to show the experience for RSVP-ing. Let's go back to the home page. Oh, that's painful. Come on, meetup. Might be because I'm running up on truth. I'm DDEV Dr. Steve up here. Thank you. Thank you. Thank you. Thank you. Thank you. This that where the,ktweeb, Hold on, oh, it's so painful it's almost not worth showing. All right, so here's a group, an event in a group that I am not associated with, right, like I'm not, but I'm already logged into meetup.com, which is a little different, right, than what we'll have because you might be logged in, but then there's only one group, right. But here they have an attend button, which is basically causing me to become a member, right, in order to attend the event. It says your email address will be shared with Hack AI. Well, I don't really want to do that, but. And they've got, it looks like a custom question here as part of that. is What is this? What is this? you. Now, looks like Hack.ai is using Meetup Pro, which is why the email address would be shared with them, and they pay a bunch more for that than the normal organizer subscription, but if we take maybe a more typical group as an example, let's see if this is not a pro group. This one costs money, which is interesting, but not relevant to our 1.0. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2199.06">@36:39</a> - Lee Walker My pet peeve about Meetup is it doesn't remind you you've got stuff happening today. You respond to it and say, yes, I'm going to that, and if you don't add it to your calendar, you're done. You just go straight past it without realizing, which seems the dumbest thing ever. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2220.04">@37:00</a> - JD Leonard (modernbizconsulting.com) I'm I'm the other who's getting I'm I'm So I actually haven't seen this before, but Meetup has a, like the first thing you hit when you hit a 10 for a paid event is a payment form, right? So this clearly is going to take you over to PayPal. So something to think about for when we support those things. But in any event, I digress. Where it did, here it is. So things that we had in our bullet points so far. Configuration option to set RSVP options for the group to either yes, no, or going not going interested. Right? So you can have a concept of like, yes, you have to give like a yes or no, right? Or there's this sort of maybe option. The ability to RSVP to an event, the ability to edit your RSVP for an event, that a member can We'll get RSEHE when logged in, and that anyone can RSEHE with an email address by clicking a link in a resulting email, which would cause a member to become a, sorry, a non-member to become a member. We'll talk about that one more because it's a little confusing, I think. And the ability to RSVP guests. Plus one concept, maybe, right? Meetup.com, the way you do that is you basically just specify the number of additional guests, and I think that's it. Like, I don't think it collects information about those guests. So, any initial thoughts? Because I'm rambling. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2324.7">@38:44</a> - James Shields I think there should be an option for, you know, whether, whether the event is members only or allows guests. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2340.46">@39:00</a> - JD Leonard (modernbizconsulting.com) Well, so I guess here's a question, right? So in our 1.0 scope, we've said, oh, you mean just like whether you can, whether you can do guests? see, I see. Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2354.32">@39:14</a> - James Shields So, yeah, I think in the configuration for the event, tick box, allow guests, yes, no, or something like that. So, no, probably needs a bit more information, but, you know, basically site members only or, or, or site members or, and guests can join. And obviously if, if it's, if it's members only, then, then, uh, the RSVP by email disappears. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2391.54">@39:51</a> - JD Leonard (modernbizconsulting.com) And so, is this a checkbox or are there, is there multiple options here? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2402.62">@40:02</a> - James Shields I mean, I think it's a yes-no question, whether it's better, whether a checkbox makes it clear what the options are, but basically... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2414.98">@40:14</a> - JD Leonard (modernbizconsulting.com) Yes-no is enough information for now. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2417.14">@40:17</a> - James Shields Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2418.34">@40:18</a> - JD Leonard (modernbizconsulting.com) So... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2419.02">@40:19</a> - James Shields It's a binary flag, I think. But basically, it's kind of members-only or members plus... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2429.86">@40:29</a> - JD Leonard (modernbizconsulting.com) So if guests are allowed... Let me see what I missed here. If guests are allowed, right, then you go to RSVP, and do we then just allow you to say I'm bringing two guests? Right? Should it be like the number of guests that are allowed, zero to nine or something like that? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2456.94">@40:56</a> - James Shields Sorry. I have slightly... have slightly... Okay. ... I think, I think, sorry, there's two, there's two possible definitions of guests here. Um, there is, so maybe, maybe, but maybe, and maybe both, maybe it should be configurable for both of them. So what I was thinking of, for non-members of the site. Ah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2478.86">@41:18</a> - JD Leonard (modernbizconsulting.com) Um, so, um, for 1.0, though, we've said, we've said if you're going to be, well, guess this is a good, it's a better foundational question, right? For 1.0, do we allow, I guess it's whether the, the website, uh, allows people to join the group or not. Right? Like, is it, is it an open or closed group is kind of the foundational thing that I think we don't have as an option. I'll add a note that we, we might need to add an option. for a group. to be closed to new members. Right? If it's closed to new members, then the setting for whether guests are allowed, there are the two different definitions of that, and only one of those remains relevant, right? So this was supposed to be whether non-members are allowed? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2542.16">@42:22</a> - James Shields Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2563.28">@42:43</a> - JD Leonard (modernbizconsulting.com) What do you think? Did we cover? What have we missed here? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2569.42">@42:49</a> - James Shields So you said the ability to RSVP guests. Okay, yes, I see that. Yeah. So basically, that's saying, I'm bringing one, I'm bringing... And so basically, if somebody's bringing a guest, we're not requesting any identifying information. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2622.38">@43:42</a> - JD Leonard (modernbizconsulting.com) Yep, I think there's definitely a future state beyond 1.0 where we want to be able to collect information and possibly link them to existing contacts and things like that, but that gets much more complicated. So, So let's say that the group, right, the website, is closed to new members. So that means you must log in as a member to be able to attend an event, right? If the group is open to new members, then... It's not relevant, like, the event setting for whether non-members are allowed is not relevant because a non-member can join, right? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2677.3">@44:37</a> - James Shields True. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2684.0">@44:44</a> - JD Leonard (modernbizconsulting.com) And so two ways to join, right, you either join the group explicitly or you join because you are RSVPing for an event. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2697.52">@44:57</a> - James Shields Yeah. Yeah. I mean, I suppose the, the reason you might make, you could have a group that's open to new members, but you want, you want certain fields filled out when people, when people join. So you might want people, you might want to have a, you know, if, if, if, for the, sorry, for the RSVP with email address, you're basically saying, give us your email address, we're adding you as a member, and we don't have any other details about you, so you might want, you might want to say, to register, join the, join the group. I have a link to the, to the group sign up. I mean, I hope I'm not over-complicating things here, but... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2763.3">@46:03</a> - JD Leonard (modernbizconsulting.com) No, no, I think what you're saying is that there may be more required fields than email address when joining, right? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2769.8">@46:09</a> - James Shields That could... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2770.56">@46:10</a> - JD Leonard (modernbizconsulting.com) And so I think what Meetup does is they basically include those set of fields as part of the RSVP process, right? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2778.9">@46:18</a> - James Shields Yeah, I get that. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2780.9">@46:20</a> - JD Leonard (modernbizconsulting.com) So... ...addition. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2785.0">@46:25</a> - James Shields Um... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2818.62">@46:58</a> - JD Leonard (modernbizconsulting.com) So, obviously, we'll need more detail need more detail on all the... These things, but is there any kind of foundational event registration requirement that we've missed? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2851.38">@47:31</a> - James Shields I mean, I can see in future, we might want to have specific questions for an event when you sign up for it, I would assume for 1.0, we're going to be sort of, it's just going to be attending yes, no, well, yes, no, maybe. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2879.78">@47:59</a> - JD Leonard (modernbizconsulting.com) Yeah. Probably. mean, we haven't even explicitly discussed having other fields related to your event registration. I think the challenge is in making that configurable for the organizer, right? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2896.96">@48:16</a> - James Shields Yep. And, yeah, I mean, I personally need to see that or something to figure out later. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2912.3">@48:32</a> - JD Leonard (modernbizconsulting.com) Yeah. It's interesting. Every event that I've clicked on has this your email address will be shared with, which suggests that most of the events that are being highlighted here are the ones from their pro service. Maybe because they pay, they get a little higher elevation in the list of events. So I'm trying to find one that doesn't do that. Yeah. There we go. There's one that doesn't have that listed. It does have a custom question. Should we maybe talk about the user experience and kind of what information is available when you navigate to an event? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2987.22">@49:47</a> - James Shields So, yeah, go ahead. The venue would be the obvious. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=2996.0">@49:56</a> - JD Leonard (modernbizconsulting.com) Just going to note it down here. Information visible when viewing an event, description, yeah, probably some sort of banner image, or, mm-hmm, clicking on the Run tab, image field of some sort. Ah, the attendees who are attending, which is another set of options, probably, right? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3051.0">@50:51</a> - James Shields Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3059.52">@50:59</a> - JD Leonard (modernbizconsulting.com) So we probably need. We needed an option for whether attendees are visible, right? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3076.82">@51:16</a> - James Shields And I think that's possibly something that you might want basically visible to everybody. Visible if you're logged in, but not publicly, or basically visible to site admin only. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3106.62">@51:46</a> - JD Leonard (modernbizconsulting.com) Right. And so there are a few places where that setting can live, right? Like you could have it at the group level, or at the website level, you could have it at the event level, and you could have it at the contact. At level, which gets a bit complicated, but I'll have to figure all that out. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3125.3">@52:05</a> - James Shields Yep. Um... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3146.46">@52:26</a> - JD Leonard (modernbizconsulting.com) Need-up has this concept of being able to, like, add comments on the event or whatever. I don't know that we need to replicate that for 1.0. Like, Authentic. Um... <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3159.84">@52:39</a> - James Shields Yep. I mean... Assuming the event is a buildable entity, it should be... as simple as turning on with the comments module. So... ... ... So, it's kind of a Drupal feature we get for free. I see on the, oh, yeah, you've got location including map. That looks pretty good to me. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3214.98">@53:34</a> - JD Leonard (modernbizconsulting.com) Now, I may be overcomplicating things, and maybe this is not for 1.0. So, for many, many groups, they use the same venue every month, right? I wonder if it would make sense for there to be a concept of sort of reusable locations, right? So maybe there is some sort of event venue. let's continue. Entity type, similarly, you can use inline entity form or something like that, right, to have those be creatable and referenceable from, you know, the event form. Not strictly necessary, right? Meetup doesn't do this, I don't think. Although I usually just copy the previous event to create a new one. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3266.42">@54:26</a> - James Shields Oh, right. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3268.5">@54:28</a> - JD Leonard (modernbizconsulting.com) Which is a good thing we should have. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3270.98">@54:30</a> - James Shields It's true. Again, there are various entity clone modules that we can probably stick in a recipe to get that for close to free. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3297.06">@54:57</a> - JD Leonard (modernbizconsulting.com) So we're coming up on our hour here. Um, I'll stick around for a few more minutes if you want to keep going, but don't feel any pressure. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3326.64">@55:26</a> - James Shields I suppose the ability to reuse the location is probably something at least worth noting. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3334.86">@55:34</a> - JD Leonard (modernbizconsulting.com) Yeah, you're right. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3341.34">@55:41</a> - James Shields It does have me wondering, could we piggyback off the address work we were talking about earlier? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3352.12">@55:52</a> - JD Leonard (modernbizconsulting.com) I mean, it's really not hard to implement, right? I think the hardest part is the user experience. I'm just getting that. Yeah. Yeah. Easy, because now you need an interface for managing the locations, and, you know, what does it mean to edit a location for events that already reference it, or used it in the past, or, I don't know, but. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3378.42">@56:18</a> - James Shields Good point. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3379.5">@56:19</a> - JD Leonard (modernbizconsulting.com) Every feature opens a can of worms. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3384.86">@56:24</a> - James Shields Okay. I mean, I think that looks like it looks like a good starting point. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3391.84">@56:31</a> - JD Leonard (modernbizconsulting.com) Yeah, I agree. I feel like, I feel like we kind of need some personas overall for this project so that we can, you know, come up with scenarios. Because, like, I, you know, Sarah is a non-member who, you know, stumbles upon an event. don't want everything we then, let's wants to join, and, you know, like, what's her experience like, and that'll help elucidate kind of what this all feels like. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3431.14">@57:11</a> - James Shields Cool. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3438.06">@57:18</a> - JD Leonard (modernbizconsulting.com) So James, you mentioned being interested in CRM? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3441.58">@57:21</a> - James Shields Yeah. <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3445.92">@57:25</a> - JD Leonard (modernbizconsulting.com) Would you like, we can end our recording here, and would you like me to just, like, give you a quick, like, onboarding, like, what's there? I assume you haven't really looked at the architecture yet? <a href="https://fathom.video/share/QCD_7kQbxVQWGyQkUX_ZBJ5nhyYHhFHJ?timestamp=3460.3">@57:40</a> - James Shields I've had a little bit of a look at the module. I haven't tried installing it. But yeah, happy to go through. Let's do it. I think it's always helpful to, uh... Let's Let's Thank

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