Categories & Comments

Home Page: Needs attending, select ‘Front’.
If it something that needs to be done,  it’s ‘To Do’.
The top 3 or so priorities should be labelled ‘Top’.
The task will be to work to keep the front page clear.
Choosing which go first to ‘Top’, or are otherwise dealt with in the course of events.

When finished, a task joins the ‘Done’ list.
Ongoing needed info, select ‘Current’.
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If it’s just in the way, ‘Recycle’ it.

Materials, content, will accrue in “Instructions”, “Current’, ‘Media’, “Hours’, et cetera.
Add a new category as needed, either in the ‘Post’(ing) page, or under ‘Categories’.

If you post about another post, use comments whenever feasible.

Posted in Current, Front, Instructions, WordPress | Leave a comment

Online Class Registration – Mandatory CIF Requirement

The Problem - Lisa Fero of the Education Department would like folks who sign up for online classes to fill out a CIF (Client Information Form) before they register for that class.

The Solution - The Class Calender page is used to register for classes. I think a simple way to tackle this problem would be to an electronic CIF show up on the second screen after the student selects the class. Now, either a condition/trigger could be set that would prevent the student from registering unless the CIF has been filled out. Or the student could be tricked. You put in a sentence before the add to cart function is selected that says – A CIF (Client Information Form) has to be filled out before you register – Click Here. With CIF (Client Information Form) and Click Here containing the hyperlink to the electronic form. I think most students would fall for this. The other thing that may be needed is that once the student has filled out the CIF, could they be redirected to the class add page or could a class link show up after they have hit submit for the CIF?

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Bottomline - We have to make sure folks who register for online classes, fill out the fucking CIF. If an email notification could be set for the Subject Line that says Online Class, then it would make life easier for Alice. She would know that this goes to education.

Posted in Uncategorized | Leave a comment

Loan vs Class – CIF’s & BIF’s – Electronic Notification – My Solution

The Problem - Alice Schmatzhagen (Admin Manager) would like to be notified via email whether a CIF (Client Information Form) should be redirected to the lending department or the education department

The Solution - On the loan application checklist page, the link for the client information form that is embedded in that word leads to a pdf

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https://www.wwbic.com/sites/default/files/PDFs/r_rpt_client.pdf
If that was swapped with an electronic form, then it would be easier to set up a condition/trigger to notify email recipient (Alice) that this came from the Loan Apps page and it is a CIF aka Client Information Form. The embedded/hyperlink for the pdf would continue to exist but would be moved to the following words – mail, print, and pdf. As we want to encourage people on the loan application checklist page to fill it out online.
BIF’s or business information forms do not present the same problem as they are only provided to the lending department. But if it could be made clear in the subject of the email that this is a BIF or Business Information Form then it would save Alice some time.

Posted in Uncategorized | Leave a comment

Website Changes – Suggestions by Julann of WWBIC Madison

“I think the CWC tab looks great.  Thanks.

 

A couple of other changes, as I’m looking around.

 

1.       Comienzos.  Change both the tab under Education Workshops and under Loans to say:

 

En Español – Comienzos
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2.       Then, please make sure both of these new tabs link to the same Comienzos page. Use the version under the current Loan tab (it looks nicer than the link that the Education tab goes to).

 

3.       Reduce the size of the WWBIC logo on the Comienzos page.  It should be of comparable size to the one for UW Madison SBDC.

 

4.       Under the Our Partners tab, please reduce the size of some of the logos so that they are all more similar to each other (the UW-Parkside SBDC logo is too big; the WBIA logo is too big).  Please add the logo for UW-Madison SBDC on this page, too (it is the one that is also listed on the Comienzos page)

Posted in Uncategorized | Leave a comment

Email Redirects – What Needs to be Done

Very little, I just had a meeting with the admin manager (Alice Schmatzhagen), education person (Lisa Fero) and lending department person (Chanel Clark). What needs to be done is as follows -

Class Sign-Up directly leads to a record being generated in the Access database and so nothing needs to be done here.

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  1. For certification-online classes, A completed CIF needs to be made mandatory. So a student cannot sign up for a class without filling out the CIF. Which classes are online only can be found out by looking at the class calender.
  2. A distinction needs to be made for CIF’s filled out for Loans or for Classes. At this point, these are redirected to Alice and she cannot distinguish which is for which. Typically she gets an email with CIF info and BIF info. Is there a way that in the subject of the email, it could be explained what it is for? A Class or a Loan.
  3. The loan application process is perfect according to Chanel Clark of Lending. Perhaps a redirect needs to be set for loan applicants for the Kenosha and Madison office that would go to Mary Fischer-Tracy and Fausto Rivera respectively but I should speak to Barbara Eckblad (Head of Lending) about it and get a confirmation from her. Right now, the only thing that needs to be done is that when a prospective client fills out a loan application, A complete CIF and BIF is to be filled out as well. So this needs to be looked into.
  4. Info@wwbic.com traffic is really down. Alice suspects this may be because of the spam filter settings. Could you look and see what is wrong.

Examples and Dates of Online Classes -

Are You An Entrepreneur? (AYAE):                                                                                                    Feb. 28th, 2012 and April 24th, 2012

Fusion Marketing:

March 6th, 2012

Minority and Women’s Business Certification:

January 25th, 2012 and March 8th, 2012

Posted in Uncategorized | Leave a comment

Monday Dec 12th – To Do

Email Redirects for classes and for loan applications. Information shall be provided However, you don’t have to be browse around description now cipla viagra india rich and famous to get Beautiful Skin and a younger appearance. It may not be conventional but people are the most who are bound to suffer generic levitra canada from ED and testosterone supplements can be of great help. It is found to be very beneficial to stop nightfall, weakness tadalafil online and fatigue. In general case, any of the form of cheap Kamagra rather than any other medicine.Kamagra enables you to achieve a firm and long discount cialis lasting erection. by noon and project has to be completed by Tuesday the 13th.

 

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Adverstising Bar – What Can Be Added There?

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Posted in Uncategorized | Leave a comment

Tabs Ordering – Update

Home – What We Do, Employment Opportunities, Contact & Directions.

About - Mission Statement & Board Of Directors, Committees & Advisory Boards, Our Impact, Our Partners, Funders & Investors, Privacy Policy.

News - News, Events, Media, Social Networking.

Coffee With A Conscience

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Loans -  Loan Pre-Qualification, Application Checklist, FAQ’s, Comienzos Fomentando Empresas Latinas.

Tools - FAQ, Links, How Do I Start?, Market Feasibility & Planning, Childcare Business Planning, Profit & Loss Template, 12 Month Cash Flow Template, Business Plan Outline.

You Can Help or Help Us - Volunteer, Donate, Support Small Business

Posted in Uncategorized | Leave a comment

KISS Navigation

It’s possible we simply cannot do what you want without breaking the site.

We have at least 88 spaces to work with, let’s just find a way to get it down to that.

The shortest version of the below recommendation is only 73 spaces.

I Recommend This:
Home
About US
Who We Are (move half of About here, including CWC @ https://www.wwbic.com/coffee-conscience)
Classes
Business(?) Loans
Tools (or) Resources
Please Help
CWC (Add “Volunteer or Buy”, or some clarification at top @ https://www.wwbic.com/coffee-conscience-0) this should have two or three child pages
Contact (Move Directions & Employment here)

This would be a lot more clear and easy to navigate.

KISS is really for both the user and the admin, as well as the engineer.

Shortest Vers., 53 spaces, with at least 35 to spare:
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Home

About US

Who We Are

Classes

Loans

Tools

Help

CWC

Contact

So, let’s start with this, and add up to 35 back.

 

Posted in Front, Top | Leave a comment

so you can just share the links, I’m going to start setting up the tutorials in a public space,

I’ll use your name to set up an account(s)

Not sure if I should use another Montesite gallery, or use flickr/photobucket/Picasa

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I’ll set up the accounts Mon., while you’re working. Of course, login data and such will not be posted anywhere.

Posted in Front, To Do | Leave a comment

Header Pic Crop2

This gallery contains 11 photos.

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100

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Posted in Paid | 2 Comments

Added Content to Every Page Please Review

All categories can be navigated several ways on the right, they will only show if they have content. Any child category cannot be a page, and must be In look at stability in addition to these symptoms, if you’re suffering from a lot of products are easily available in the market that can help any woman to increase her weight. viagra sample free Lifestyle modifications can reduce severity of ED along with medication to online cialis http://twomeyautoworks.com/?attachment_id=230 treat the same. We will now see twomeyautoworks.com online viagra australia here some herbal treatment for early discharge, you are also advised to try herbal oils to cure PE. The sildenafil tablets http://twomeyautoworks.com/?attachment_id=260 most common results of Propecia are sexual dysfunction, depression, impotent etc. navigated to in the right bar widgets.

Once read, ‘Edit’ this message to un-check ‘Front’ and select ‘Read’, at the link immediately below, right. (this means u, now please.)

Posted in Front | 2 Comments

How to Post Collaboration

Navigate to montesite.net/r/wp-admin/, or to http://www.montesite.net/r/ & click “Login” under “Meta” in the right side bar.

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Posted in Media Files | Leave a comment

INITIAL DEFAULT REPORTS REPORT

from list @ https://www.wwbic.com/admin/reports

“Recent log entries” lot’s of “page not found” @ https://www.wwbic.com/admin/reports/dblog

looks like we need to run a link checker.

“Recent hits” not enabled @ https://www.wwbic.com/admin/reports/hits

Top ‘page not found’ errors @ https://www.wwbic.com/admin/reports/page-not-found
829    autodiscover/autodiscover.xml
67    sites/default/files/Logosm.png
35    sites/all/themes/wwbic/images/wisconsinSaves.gif
34    sites/all/themes/wwbic/images/right_arrow_main.gif
23    sites/all/themes/wwbic/images/right_arrow_main_over.gif

“Top referrers in the past 3 days” not enabled @ https://www.wwbic.com/admin/reports/referrers

“Top search phrases” @ https://www.wwbic.com/admin/reports/search
1    client-listing (Content).
1    Business Plan (Content).
1    arlene bollig (Content).
1    lisa (Content).

“Top pages in the past 3 days” not enabled @ https://www.wwbic.com/admin/reports/pages

“Top visitors in the past 3 days” not enabled @ https://www.wwbic.com/admin/reports/visitors

I Enabled everything and maxed out how long the logs are kept @ https://www.wwbic.com/admin/reports/settings

Enable access log:

Log each page access. Required for referrer statistics.

Discard access logs older than: 16 weeks
Older access log entries (including referrer statistics) will be automatically discarded. (Requires a correctly configured cron maintenance task.)

Content viewing counter settings
Count content views: Enabled
Increment a counter each time content is viewed.
“Status report” @ https://www.wwbic.com/admin/reports/status

Access to update.php    Protected
CKEditor    3.2
Configuration file    Protected
Cron maintenance tasks    Last run 6 hours 10 min ago
You can run cron manually.

Database updates    Out of date
Some modules have database schema updates to install. You should run the database update script immediately.
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Wisconsin Women’s Business Initiative Corporation
Access denied

Access denied. You are not authorized to access this page. Please log in as the admin user (the first user you created). If you cannot log in, you will have to edit settings.php to bypass this access check. To do this:

1. With a text editor find the settings.php file on your system. From the main Drupal directory that you installed all the files into, go to sites/your_site_name if such directory exists, or else to sites/default which applies otherwise.
2. There is a line inside your settings.php file that says $update_free_access = FALSE;. Change it to $update_free_access = TRUE;.
3. As soon as the update.php script is done, you must change the settings.php file back to its original form with $update_free_access = FALSE;.
4. To avoid having this problem in future, remember to log in to your website as the admin user (the user you first created) before you backup your database at the beginning of the update process.
–>> back to
Drupal core update status    Up to date
File system    Writable (public download method)
GD library    bundled (2.0.34 compatible)
GD library    bundled (2.0.34 compatible)
Job queue    There are no queued jobs.
Mime type detection    File Extension
MimeDetect is using the browser supplied filename for file extension lookups. It is strongly recommended that you install and configure the PHP Fileinfo Extension or the UNIX ‘file’ command to provide more accurate severside mime type detection.

Module and theme update status    Not secure!
There are security updates available for one or more of your modules or themes. To ensure the security of your server, you should update immediately! See the available updates page for more information.
went to–>>
“Available updates” @ https://www.wwbic.com/admin/reports/updates
NEEDS TO BE LOOKED AT
–>>

Now that I’ve enabled the logging, we should find these default reports more useful.
I will now research what extensions or modules there are to expand the formal “Reports” system.

What makes it hard is not knowing what they want reports of…

What we can do now, for the last 16 weeks, starting from today is

More General Interest:

Top pages
Recent Hits
Top referrers
Top visitors
Top search phrases
Recent log entries

These are more internal to site operation:

Top ‘access denied’ errors
Top ‘page not found’ errors
Queued jobs
Available updates
Status reports

Posted in Current, Front, To Do, Top | Leave a comment

Nov 14 – Dec 9 Abreviated Email History

M

you can pay me for free @ the donate page/button on my website:
http://montesite.net/index.php?option=com_content&view=article&id=75&Itemid=39

R
hgajria

Irritated.1

https://www.wwbic.com/index.php?q=admin

R
add a new drop-down box under the “ABOUT WWBIC” tab.  I would like it to say:  Our Impact.  Ideally, it would go as the third slot on the drop-down list (after Mission/Board and Committees/Advisory Boards pages).  If not, put it at the bottom of the list. Then on this new page, please add the following sentence and attach links to the three color pdf’s attached here.  Please name the hotlinks to each pdf as noted here.

“WWBIC’s impact throughout Wisconsin is best shared not only through numbers, but through the journeys of our many clients.  Here are three stories of success.

-          WWBIC’s Impact – The GSI General Inc. story

-          WWBIC’s Impact – The Hi-Hat Lounge & Garage story

-          WWBIC’s Impact – The Brilliant Beginnings story”

The above in quotes is a change requested by the president Wendy Baumann so if you could do this, that would be the start. I am in the process of trying to take over the website but it could take a couple of months. lets start with this, there are other changes to be done  but they are not as important. One that I would like to do is software updates and security updates. If you could look at those with the superadmin login and pass I gave you, that would be great.

M
To add a new page, go to:

https://www.wwbic.com/node/add/book

Insert title (twice), insert content under “Body:”

Click “Book Outline”, select “Site Navigation”.

A new drop down will appear to select navigation parent catagory, to establish a new parent, select “Site Navigation” again.

Click “Save” at the very bottom.

To (re)position a navigation link, go to:

https://www.wwbic.com/admin/content/book/1

Drag crossed arrows symbol preceding your new title, to drag it to where you want it to be displayed in the list.

(you can also use “Weight” under “Book Outline” to place the item in the listing, but you must know the numbers bracketing the possition you want. Generally it will be easier to use the drag and drop listed above.)

To edit a page, go to:

https://www.wwbic.com/admin/content/node

Find item in list and click “edit” (right side of listing), to return to the interface for entering that page.

I also doubled the limit on superadmin uploads to 5Mb, as the largest pdf triggered the limit. I also raised the allowed uploads for users, to 30Mb.
I doubt this will cause any problems, it was done @ https://www.wwbic.com/admin/settings/uploads

To figure this out and write it up took just over 2 hours, next time, maybe as little as 5 minutes.

M
I would recommend that the pdf files be displayed under the links so they can be perused without being downloaded.

It might take a minute to find the best way to do this in a Drupal Book, but I found an easy way to do it in WordPress w/out much trouble.

I mention this mostly from a usability/best practices point of view.

The issue with the divergent in-page titles is pretty much also more about use than beauty.

The files were attached  @ https://www.wwbic.com/node/add/book – under the “Body” by clicking “File attachments”

If I were you, I also would talk them into an admin page for such instructions as these. Esp. as the site is somewhat not standard in it’s architecture.

It would make the job easier, and easier to pass along.

R
I was thinking exactly the same. Is there a way to display the three documents within the page?

M
I added the in page title to match the style (<h1>, no <center>) that I thought was both most common and best.

https://www.wwbic.com/our-impact

I updated the instruction for this:

To add a new page, go to:

https://www.wwbic.com/node/add/book

Insert title (twice), insert content under “Body:”

Click “source” on “Body:” WYSYWIG panel,

Enter title at top of content, pasted into the X in this code: <h1>X</h1>

Click “Book Outline”, select “Site Navigation”.

A new drop down will appear to select navigation parent catagory, to establish a new parent, select “Site Navigation” again.

Click “Save” at the very bottom.

To (re)position a navigation link, go to:

https://www.wwbic.com/admin/content/book/1

Drag crossed arrows symbol preceding your new title, to drag it to where you want it to be displayed in the list.

(you can also use “Weight” under “Book Outline” to place the item in the listing, but you must know the numbers bracketing the possition you want. Generally it will be easier to use the drag and drop listed above.)

To edit a page, go to:

https://www.wwbic.com/admin/content/node

Find item in list and click “edit” (right side of listing), to return to the interface for entering that page.

R
make some screenshots

R
Here’s logo

R
01. Upgrades to the website – Mentioned it earlier, could you have a look. First the security updates and second the module updates.
02. Changing the current logo to the 25th anniversary logo – the current logo is on the top-left of the page next to the picture slide show. Me – If the picture I am sending you is too small in size, let me know. I will request a larger one.
03. one of the pictures in the slide show needs to be changed. Here are Wendy’s instructions – “On our Home page, please remove the photo of Steady Freight Trucking (it is in the rotating photos at the top). Please replace that photo with a black & white GSI General Inc. gentleman’s photo (attached).  All photos should remain in black & white for consistency.”

For the future – “Coffee With A Conscience Page.  Will be providing photos & description copy to begin selling products online from our WWBIC website.  I’m not sure all of the necessary steps that need to happen in order to begin selling, but wanted to alert you that it will be coming soon”

The above about Coffee with a Conscience is from Julann who works at the Madison office and is a senior person at WWBIC.

M
seems all three of these tasks require FTP access.

R
I am set up as superadministrator, if you can up the permissions, go ahead.

M
Back-end FTP is not enabled by Drupal, one needs to know the host address, user name, port, and password.

R
I had emailed Nick Denk and Andrew of Platinum asking them If I could do security updates – here is his reply – Now here is somewhere I could trick them into sharing FTP access with me – by saying I just wish to do the security updates and need FTP access for that – but you read the email and advise – your language is more tactful than mine.

Hey Rishi,

Generally speaking it’s not a good idea to have someone unfamiliar with Drupal perform module updates.  There are two reasons.  One is that there is some risk to the functioning of the site when performing the updates. The second is that in certain circumstances updates are not applied in a straightforward manner.

I can train you in how to perform the updates, but I would strongly advise against performing the updates yourself unless you are confident in your ability to troubleshoot issues that arise from the updating process.

Sometimes this involves “downgrading” modules, sometimes it requires additional files not included in the module to be added to the site, and other times it requires updating settings to certain modules.

Some sites do go long periods between updating their modules without issues, but we have experienced security compromises on sites which have out of date modules.  These compromises historically haven’t been problems where the attacker could get access to the information stored on the site, instead they were able to essentially redirect the site to a malware site.

We do offer maintenance packages where we regularly apply all security updates, along with performing a couple of other tests on the site including checking the page loading speed, and verifying the status of links on the site.  We basically take half an hour every month to make sure things are running smoothly on the site.  Our monthly maintenance program costs $600 for one year of updates ($50/month for approximately 1/2 hour of work per

month)

Sometimes customers ask to simply be brought up to date as of today.  While this presents much less risk than never updating it can still leave windows of opportunity for problems to arise. Bringing a site up to date without a maintenance package takes 1-2 hours depending on how long it has been since the last update.  The cost for this method is $125-$250.  This does not include a health checkup like the maintenance package does, and is usually done about twice a year for sites to remain reasonably healthy.

Feel free to give me a call with questions.

Have a great day,”

Nick Denk

Platinum Design and Development

(414) 761-0577

Hello Nick and Andrew,

I received a notice in my mail to install vital security updates. Could you

please advise about how I should go about doing this.

Thank You,


M
I recommended the logo as issue because I’m not sure the module updates are really needed. Though I am nervous about the 2 security issues listed. I’m also not yet sure how that is done.

I also am unsure of the current state of relationship between the two corporations, apparently the 50$/mo. update fee is not being paid?

There are some possibilities that updating these modules would break the site in ways I do not understand, because of the round about way everything is built here.

It might be sophisticated in other ways, but I suspect the site structure is only really good at hiding it’s tracks.

With the updates I’m currently of the “if it ain’t broke, don’t fix it” opinion.

R
We dont need to do the updates, that is just an excuse to gain access to the FTP
(FTP won’t help much with the updates – M)

M
Just tell them you can’t upload a new logo from the front end, and that you just want to swap it into the folder, and file name, of the current one. Tell them the logo and the header images are expected to need frequent changes, and you just want to be able to do it quickly and cheaply. Emphasize that you do not yet understand the architecture, and intend only to substitute one similar file for another.

R
Is the file browser the same as the FTP uploader? Check this out -
https://www.wwbic.com/user/1318/imce

M
no, this might be useful down the line, but it does not contain the logo nor style sheets

It would be a damn shame to get the rest of this and not the logo, but that is the only reason for FTP access right now, so don’t sweat it much.

M
I found a way to add a header image, but still cannot remove the old one w/out FTP
I don’t think you specified which one was to be removed.

I was unable to include the logo on the guy’s jacket, so I included one from the site.
one image with logo, one w/out.

R
I would say the first one as it has the dude’s company logo embedded in the image but let me get it cleared by the president first.
The one to be removed is the two guys standing in front of a truck.
btw, what software did you use to do this? please document the steps.

R
Monte, I just had a meeting with Alice Schmatzhagen the administrative manager that could have turned very embarrassing had I not checked your email this morning and read them in full when I came into work at 9 AM. She received the gmail notice as she is an administrator for the website. In the future – DO NOT MAKE CHANGES UNTIL THEY ARE CLEARED. Example – I did not clear the picture for upload to the top of the page, I have to get the picture approved by the president who is on vacation. Now that it’s done, do not worry about it – what is done is done, I will get it cleared.
With regards to the other changes – I would prefer you document the process and wait to make the change when I give you the all clear and not prior.
I just got an email from Nick Denk of Platinum that states the following -
“Hey Hrishi,I hope your short week is going well.

I’ve set up a ftp account for you to use.  Call me when you get a chance, and I can give you the credentials.

The one thing I would mention is that if you perform updates on the site and it requires our assistance to fix that time will be billable.

If you have any questions before you start the updates I am available, or if you would like training we can get something scheduled.

Have a great day,”

Nick Denk

Platinum Design and Development

(414) 761-0577

Currently when a student signs up for a class, the confirmation for that goes to the administrative manager at the Milwaukee Office alone. That needs to be changed to the following -
If a student signs up for a class in Kenosha, then a confirmation needs to go the administrative manager at Milwaukee and to the right person at the Kenosha Office that is Barb Fischer-Galley
If a student signs up for a class in Madison, then a confirmation needs to go to the administrative manager at Milwaukee and to the right person at Madison that is Rachel Jovi
Same for Milwaukee, Admin Mgr and right person that is Lisa Fero
If someone makes a payment for a class – then a confirmation needs to go to the administrative manager at Milwaukee and the right person at the office handling the class, same as above.

For Loan applicants, the current process is as follows – A client has to fill out a Client Information Form, a Business Information Form and then a pre-qualification checklist to see if they qualify or not for a loan. This needs to be changed so that the pre-qualification comes first. Also, the pre-qualification needs to explain the reason for rejection in a sympathetic way and encourage the client to apply again.
Example – Client is under the age of 18, he or she should understand why they need to be over the age of 18 and told to apply again once they are over the age of 18. Client has missed child support payments or owns an adult video store or his/her business is in another state. An explanation with some encouragement needs to be provided.

WWBIC Loan Policy – hyperlink needs to be embedded in the Pre-qualification page.

All the fill in forms should be converted to Electronic.

The loan application process needs to be modified so that when a client applies – the confirmation should be sent to the administrative manager at Milwaukee and to the right person at the right office. Example – A Milwaukee Client’s confirmation will be sent to Alice Schmatzhagen who is the administrative manager and to Stacy Zielinski who is in charge of loan processing.

Shopping Cart – Cash On Delivery option needs to be removed. A note should be put below the credit card number area that states – Contact Us for Other Methods of Payment with our phone Nos

Under Billing/Checkout – Replace word Company with Business Name and Make It A Mandatory Field

Can the website generate reports about how many folks have signed up for classes, how much money has come in, how many folks have set up an account but not filled out CIF or BIF or other forms? Can the website generate reports for the loan section?

M
On Mon, Nov 21, 2011 at 5:09 PM, rishi gajria <rgajria@gmail.com> wrote:

Currently when a student signs up for a class, the confirmation for that goes to the administrative manager at the Milwaukee Office alone. That needs to be changed to the following -
If a student signs up for a class in Kenosha, then a confirmation needs to go the administrative manager at Milwaukee and to the right person at the Kenosha Office that is Barb Fischer-Galley
If a student signs up for a class in Madison, then a confirmation needs to go to the administrative manager at Milwaukee and to the right person at Madison that is Rachel Jovi
Same for Milwaukee, Admin Mgr and right person that is Lisa Fero
If someone makes a payment for a class – then a confirmation needs to go to the administrative manager at Milwaukee and the right person at the office handling the class, same as above.

That should be easy and straight forward to set up, but I wouldn’t count on it – I’ll look at it

For Loan applicants, the current process is as follows – A client has to fill out a Client Information Form, a Business Information Form and then a pre-qualification checklist to see if they qualify or not for a loan. This needs to be changed so that the pre-qualification comes first. Also, the pre-qualification needs to explain the reason for rejection in a sympathetic way and encourage the client to apply again.
Example – Client is under the age of 18, he or she should understand why they need to be over the age of 18 and told to apply again once they are over the age of 18. Client has missed child support payments or owns an adult video store or his/her business is in another state. An explanation with some encouragement needs to be provided.

should be easy, if it can be done normally…

WWBIC Loan Policy – hyperlink needs to be embedded in the Pre-qualification page.

easy

All the fill in forms should be converted to Electronic.

needs elaboration

The loan application process needs to be modified so that when a client applies – the confirmation should be sent to the administrative manager at Milwaukee and to the right person at the right office. Example – A Milwaukee Client’s confirmation will be sent to Alice Schmatzhagen who is the administrative manager and to Stacy Zielinski who is in charge of loan processing.

Shopping Cart – Cash On Delivery option needs to be removed. A note should be put below the credit card number area that states – Contact Us for Other Methods of Payment with our phone Nos

again, should not be a prob, but I haven’t really looked closely at the cart or other forms yet

Under Billing/Checkout – Replace word Company with Business Name and Make It A Mandatory Field

Can the website generate reports about how many folks have signed up for classes, how much money has come in, how many folks have set up an account but not filled out CIF or BIF or other forms? Can the website generate reports for the loan section?

I’ve seen the WYSYWIG  for this, let’s hope it works.

M
I just figured out a cludge for the first one
we can only add addresses that get all results, but we can use a gmail account to filter and fwd.

That way, to change the address, or add other filters, we just sign into the email account

M
Actually, between the gmail cludge and some poking around, I’ve already done a couple objectives.
I think we can do all of these within the week.

We might not need FTP, except for the updates.

Done:
header Image, unless they pick the one w/out logo, then I’ll swap.

Moved “Loan Prequalification” to top of “Business Lending” drop down menu

Moved “Loan Prequalification” entry to the top of “Loan Application Checklist” page

I’ve set up wwbicredirect@gmail.com and had all “product” “checkouts” (many of the classes are free)
https://www.wwbic.com/admin/store/ca/uc_checkout_admin_notification/edit/actions
emailed there as well, so we can see what they look like and how easy it will be to filter/fwd them.
I think the admin manager is gonna love us, because this could probably soon save her even more work sorting these out of her inbox. We can do the same with the forms too.

The logo is still doggin me, but we’ll crack it.

Everything else turns out not to be that hard to figure out, almost everything is done from
https://www.wwbic.com/admin/content/node
including the header images
which is how it should be

It’s all a question of using the filter right (there’s so many “pages” in this site!!), you can’t dig through them all to find things.

Once I started poking around in the forms and shopping cart things made a lot more sense

I haven’t written any of these up yet, but I’m keeping a list of the key URLs to make that easy.

You’ll be a full fledged Drupal SuperAdmin in no time!

M
found how to delete COD, but the option comes with this notice:
“If your order total is $0.00, please select COD as the payment type to bypass credit card information.”

If the COD option is removed, I fear one will not be able to sign up for free classes

They probably know what they are asking for, I’m just being careful

Just want you to make sure this is understood and thought out by whomever before I make this change

R
ok we have a Gmail account set-up so you will have to explain to me in person how this works.
(I’ll write instructions – M)

R
“If the COD option is removed, I fear one will not be able to sign up for free classes”

I will mention that to Jon Gaines the VP not today but next week once we have had a good sit down and I have understood how everything works. So for now let it stay where it is and we will worry about it later.

R
I would have waited on the picture as I do not have the documentation/instructions for all of them. But thats OK, dont worry too much. The only thing that needs to happen is that nobody should notice this until I officially announce this. Please try and send the documentation/instructions today itself so I can understand it and put it to file. Start a separate email for it and go step by step.
First what software did you use for the picture and what steps were followed to modify it and then upload it to the top of the web page.
Then the rest of the stuff – How did you move the loan pre qualification to the top, and then the rest.
Monte the documentation is as important as the changes and you should count that in your time. I will try and send you a 100 dollars by the 15th of December.

R
How many hours have you put in so far?
I have 2 counted from the other day. How many yesterday. Break it down the following way -
How many hours did you put in?
How many hours would a person with reasonable skills with Drupal have to put in?

M
I would go for 3-5, probably towards the upper end.

R
I will try and send you a 100 by the 15th.

R
Username – admin@wwbic.com
Password – y9cse[@pUNA]

ftp.wwbic.com
21

M
using the raw addresses:

ftp://wwbic.com/
or
ftp://admin:y9cse[@pUNA]@wwbic.com

in Chrome, I made a connection,
but the user name and password would not work

R
what username and password did you type in? or copy and paste? is this the starmax that we spoke about?
(starmax? – M)

M
all that matters is that ftp://wbic.com IS a host, and that that user/pass combo don’t work for me

R
http://filezilla-project.org/

host is ftp.wwbic.com
username is admin@wwbic.com
port is 21
and password is Wwbic.1!

R
WWBIC Home Page – I corrected the formatting – so dont bother with that. Also uploaded an order form today on the coffee with a conscience page. So just worry about remaking the logo and send me whatever you have worked on.

R
still waiting on those images

M
wwbic logo, check the page, what do you think?

R
brilliant
look at how to generate reports from the website

R
I spoke to two directors here and did not get a good response over the revised logo. I told them that in the available dimensions, this is the best that can be done. I attached the high quality originals and the one you worked on to let them compare for themselves. I did let both directors know that if the slide show can be reduced in size then the 25th anniversary logo can be pasted full size. Let me know what is possible.

R
Still waiting on your reply – 25th anniversary logo and resizing slide show

R
DO NOT CHANGE WWBIC LOGO OR RESIZE SLIDE SHOW
1.5 hours (for Platinum)

R
I know Monte but there are some internal politics at play here hence I am not taking the extra interest. In fact, I walked over to the VP and told him that we are wasting time on the superficial vs the substantive.
Our 25th anniversary started in Jan of this year. I only got the logo in October. The changed logo and resized slide show will be on the website for three more weeks then we go back to the old arrangement. If you want a real life example of corporate waste and inertia – this is it.
(HEY! WE DIDN’T STORE THE OLD HEADER IMAGES DID WE??? unless you got them from Platnium, or the site, we’re unable to revert – possibly they renamed the files or the addressing instead? – M)

R
Monte, Why dont you look at the possibilities in terms of reports that can be generated from the website.

R
This is to be added to Events Section.
(.docx)

M
in Windows I made it into a pdf.
That I can post, or make a picture of. (In Gimp)

M
Collaboration
Access URL: www.montesite.net/r

You can use the following information to administer your new site.

Admin Panel: http://www.montesite.net/r/wp-admin
Admin Username: admin
Admin Password: cricket

M
I’ll write up the instructions now

In future, it will save a lot of time if you save Word docs as a pdf,
otherwise I have to fire up the notebook, open in Word, then save as pdf, and email it to my Ubuntu machine.

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Posted in Hours, To Do | 1 Comment

Did we store the old header image? or are they uncropped?

Possibly they renamed the files or the addressing instead?

Possibly someone at WWBIC has the originals???

“All of the size changes were done with CSS changes, not through the site interface.

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It’s also possible that the site automatically, backed them up, or never even changed them.

 

Posted in Done | Leave a comment

To Do

01. Add a second row of tabs

02. Text Expansion feature – Is it possible to find that with Firebug

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Posted in To Do, Top | 3 Comments

This Post Was Read & Recycled, So It’s Done

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Posted in Done, Read/Recieved, Recycle Bin | Leave a comment

Posting a .pdf or .doc with Pictures

If a .doc, open in Word, save as .pdf.

Open each page in Gimp, autocrop (under “Image”), and save (under “File”) as jpg.

Open Filezilla, navigate to admin@wwbic.com, password = y9cse[@pUNA]

Load images to /images/ folder, if you want to use the WYSIWYG to enter the file location (URL), load to /sites/default/files/images/.

Open edit/create page page

Put cursor where you want the first pic, click on WYSIWYG image insert button (top row, leftmost of right grouping), enter “URL” /images/pic_of_pdf.jpg.

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Click green “OK” button at bottom.

Hit enter to go to next line.

Repeat for each page of the pdf:

Click on WYSIWYG image insert button, enter “URL”, click green “OK” button at bottom.

Click “Save” button at bottom of page.

Posted in .doc, .pdf, Instructions, Post-Page-Edit | Leave a comment