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  1. CiviCRM
  2. CRM-10944

Navigation and screen title adjustments for Financial Batch UI

    Details

    • Type: Task
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.3.0
    • Fix Version/s: 4.3.0
    • Component/s: CiviContribute
    • Labels:

      Description

      As part of integrating the 4.2 Batch Entry feature with the CiviAccounts financial batches - modify navigation and titles as follows:

      1. Navigation menu changes

      • add menu item to Contributions menu for "Financial Transaction Batches" (this item is not directly linked to a URL). This is a parent item for all the financial batch menu items. Place this below "Pledges".
      • New Batch, Open Batches, Closed Batches, Exported Batches are children of "Financial Transaction Batches"

      Nav menu will look like this after changes:
      Contributions

      • Dashboard
      • Find Contributions
      • New Contribution
      • Bulk Data Entry (this is the renamed "Batches" entry from 4.2, we will update nav title in 4.2.3)
      • Import
        =========
        Pledges ->
        =========
        Financial Transaction Batches ->
        New Batch
        Open Batches
        Closed Batches
        Exported Batches
        =========
        New Contribution Page
        etc.

      2. Page titles for financial batches s/b updated to use the term "Financial Transaction Batch".

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            • Assignee:
              pradeep.nayak Pradeep Nayak
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved: