Dashboard Question – Drop Down Questions

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Viewing 2 posts - 1 through 2 (of 2 total)
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  • 06/11/2017 at 12:01 am #425603
    Ian Jones
    Guest

    I have two questions before I buy the templates.

    Is it possible to customize the information on the Dashboard? My client needs “Birthdays” to show up, but they also need “Membership Dates” and possibly some custom fields. There are certain things they won’t need, like “Anniversary.”

    On the drop down options for Dates, is it possible to remove “Deceased.” That’s a bummer and my clients would freak if they saw that. There are also extra options that they would never need in the drop down sections.

    06/12/2017 at 9:49 am #425662
    Steven Zahm
    Keymaster

    @ Ian

    RE: My client needs “Birthdays” to show up

    On the WP Dashboard or the Connections Dashboard? There is already a Birthday widget on the Connections dashboard.

    RE: they also need “Membership Dates” and possibly some custom fields.

    Possible, but it would require some custom developed code.

    RE: There are certain things they won’t need, like “Anniversary.”

    In the upper right of the screen, click the Screen Options tab. You can turn off the Anniversary dashboard widget.

    RE: is it possible to remove “Deceased.”

    Yes, it is possible. Just a small little filter can be added to remove that type… other types can be add too using the same method. If you decide to move forward, I can give you instructions on how to add the filter as a code snippet. Here’s an example tutorial on how to do the same thing, but with addresses.

    Hope, I’ve answered your questions thoroughly!

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