Members management

One of the first contact with Galette interface after the installation, login and dashboard will be members list, main part of the system. Of course, this list will be empty for now :)

Note

You can use the “Generate fake data” from the “Configuration” menu to add demonstration data in your instance.

Let’s start by creating a new member. As everywhere in Galette, mandatory fields are displayed with a red border; all other are optionnal. Different parts of the page (Identity, Contact informations, Galette related data and maybe Dynamic fields) can be retracted clicking on their respective title.

`Identity` screen part adding member `Identity` screen part editing member

On date fields, you can access a calendar:

Date selection

When storing a member (or any other object in Galette), page will be reloaded with all informations you’ve entered (excepting passwords).

Members list

Members list allows you to:

  • filter and order members,

  • display members card,

  • removals,

  • send mailings,

  • generate PDF labels,

  • generate PDF emargement lists,

  • generate PDF members cards,

  • CSV exports,

  • mass changes.

Each possible action per member is grouped at the end of the line, actions designed to be applied on a selection are at the bottom of the list. Plugins may add entries in both cases.

Filter and select members

Filtering members list is documented in search section. All possibilities can be used with actions on selection.

Mass changes

New in version 0.9.1.

Members selected in list can be edited (partially) at once.

Mass change selected members

Only fields with a checked checkbox at the beginning of the line will be changed. A summary will be displayed.

Summary of changes

Ordering

It is possible to order members list on following fields:

  • name,

  • nickname,

  • status,

  • contribution status,

  • modification date.

Most of the times, the result is transparent. Just note ordering on status will use status priority and ordering on contribution status will use creation date, contribution exemption and due date;

Configure CSV fields

Per default, CSV export for a members selection will provide same fields as the ones that are displayed on screen. It is possible to change this behavior specifiying yourself which fields must be exported in the galette/config/local_export_fields.inc.php file. If for example you only want identifier, first and last member names, the content of the file will be:

<?php
$fields = array(
    'id_adh', 'nom_adh', 'prenom_adh'
);

E-Mailing

Warning

Mailings in Galette are designed to work from the members list.

Direct mailing creation will work without problems, but members selection is harder.

From Galette, you can send mailings to a selection of members. Each sent mailing is stored in order to be reused, so you can select a stored mailing to be used as a template, retrieving selected members list, mailing subject and contents.

To send a new mailing, select members from the list and then use the Send an email button at the bottom of the list. If some of selected members does not have an email address, Galette will propose you to print corresponding labels.

Selected members for mailing

Note

Selecting members in the list must be done on one page only. Filtering features, as well as the possibility to display all members will be useful ;)

New in version 0.9.1.

You can choose a sender for each mailing:

  • from Galette preferences (default value): this will use informations stored in preferences,

  • current logged-in user: will use the name and the email of the current logged-in user (not available for super admin),

  • other: you can set any name and email address you want.

Sender selection

Once the subject has been filled, you can work on the contents. You can send email in text only, or in HTML (keep in mind sending HTML messages by mail is often not the way to go). A simple HTML WYSIWYG editor is provided.

Once the HTML editor is enabled, the checkbox to handle HTML tags is automatically checked, remember to check the box if you do not use the editor but want to send HTML!

Warning

Even if Galette is able to send HTML emails, this is discouraged. Messages lenght will be way larger (for almost nothing), and some (like me!) read their emails as text only. That is why Galette will always provide a text version of HTML emails.

It is also possible to add attachements, just click on the Browse button in that attachements section. If your browser is compatible, you can add several files at once (using Shift and Ctrl keys). All attachements are stored on disk, under a directory named with the mailing identifier (automatically defined from database).

Preview button let you preview your message before sending it.

Preview message

Any started emailings will be stored in your session to be retrieved in the future. An icon will be displayed in pages titles when a mailing is progress and will provide a link to go to it.

If you want, you can cancel this mailing using the Cancel mailing button, it will be deleted from your session. If you want to store it for a longer time, you can add the Save button. It will then be stored in the mailings list, and you will be able to grab it later.

Mailings history

Note

When you start a mailing, it is stored into your session. Session ends when users log out, or on a server defined timeout. Mailing history stores the mailing in the database, this ensure it will always be available in the future.

Every sent mailing is stored into the database, and can be used as a template to write a new one. In this case, a new mailing will be created using informations from the history, and the original one will be kept as is.

Mailings can be stored before they are sent. In this case, it is possible to continue it later. When you use history on a draft mailing, original entry will be replaced on sending.

When you use an existing history entry, here are the informations that will be used:

  • recipients,

  • attachements,

  • subject,

  • message,

  • html/text flag.

CSV imports

It is possible to import member data from a predefined model. A default model is provided, but you can configure it to suits your needs, using the Imports menu entry.

Model

Import model defines fields and their order in a CSV file. When importing, current model will be used to check your CSV file intergity.

To configure the model, click on the Configure button from the UI.

Default import model

If proposed model is not ok for you, click on Edit model and choose your fields:

Import model configuration

Once you have selected your fields, click on the Store new model button.

When in the current model tab, you can download an empty model from the Generate an empty CSV file button. Of course, you can change model if you want, or remove it to get the default model back.

Import

Once you have retrieved and fill the empty file, you have to send it using the form Send a new file. At this step, Galette will check your file extension is csv (or txt) and it size does not exceed maximum upload file size (2Mio per default in PHP).

Note

If you want to import a huge file, you can put it from your FTP client in the galette/data/imports directory, or split it into several smaller files you can import one by one.

Sent files are listed in the Existing files section. You can show, remove or import it:

Select and import file

The dry run checkbox (checked per default) is designed to test your file data are valid (mandatory fields filled, data formatting is correct, …) without storing anything in the database.

When you import a CSV file, if one line is incorrect, previous ones may be stored in the database already; so it is advised to use the dry-run before to get error fixed.

You will have error messages than something went wrong (in dry-run mode or not):

Note

You may see mandatory missing fields even if import is ok. This may happen when all the fields you set as required in Galette configuration are not listed in your import model.

Impersonnating

New in version 0.9.

Some issues may be related to a particular account, because of its ACLs, groups, … In this case, it is unfortuntely frequent to see some credentials sent by insecure emails; which should really be avoid.

As super admininistrator user, you wil see an extra icon in the members list, allowing you to log in as selected user without his credentials. Once you’ve impersonnated the user, you can reproduce the issue and fix it or get all required informations to report the issue upstream.