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

My ward's quarterly report is already in 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?)

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

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.

Ward Exec Secretary

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 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?

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.

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:

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....

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.

The 'quick link' to view a members directory profile only takes you to the main directory page - not to their specific directory entry?

Also - on the main Leader homepage - under the "instruction" tab - the various links (various pornography resources and fast offering info) appear twice.

stowelljr wrote: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.

As someone who seems to know what's going on, can you think of a reason I can't edit even though I have access?

zaneclark wrote:As someone who seems to know what's going on, can you think of a reason I can't edit even though I have access?

My guess would be something with you having rights both from a stake and a ward level calling.

JonesRK wrote:My guess would be something with you having rights both from a stake and a ward level calling.

The irony of this is that I was given the stake calling so I could send email broadcasts to the members using the new site, and discovered that only the stake president has that ability.... I hope they soon get some of these seemingly illogical access anomalies sorted out.

zaneclark wrote:As someone who seems to know what's going on, can you think of a reason I can't edit even though I have access?

Just sent you a PM. I will see what I can do to help.

I did get an answer, and I really appreciate it, although the answer wasn't what I wanted to hear. Here is the answer:

"As of right now this application only supports one role(calling). Because you have multiple callings that are allowed into the application, it is just registering you as the first one in the list that it gets. Which is the stake clerk role. The edit callings is only available at a ward level to be able to edit membership callings so since it is getting you as a stake clerk, it will not show that edit link."

zaneclark wrote:…The edit callings is only available at a ward level to be able to edit membership callings…"

What edit callings capability is this? Nothing doing for me yet?

dannykos wrote:What edit callings capability is this? Nothing doing for me yet?

That's not really available yet. Note that a subsequent post said of the ability to edit callings:

stowelljr wrote: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.

dannykos wrote:What edit callings capability is this? Nothing doing for me yet?

I believe that he was talking about editing contact info.

Yes to clarify, edit contact information is only available at the ward level. A stake role does not have the edit link to be able to edit the contact information of ward members. Sorry for the confusion. Edit callings is a feature that will be coming in the future.

Ah - no worries. Just want to say congrats and thanks to the team for their continued efforts to port more and more MLS functionality online. It REALLY does make a difference to my ability to minister.