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Uesr story: To do key deactivations, I take a bunch of CSV exports and bash a bunch of Excel vlookup() formulae to get the data I need all on one page. It would be most helpful if Seltzer could do this for me.
Here's how I'm doing it:
Export keys
Export members
Export accounts
Import all three into excel. On the Keys worksheet, use vlookup to find cid on the members worksheet and return the member's email. (I typically also return a few other columns, like Firstname and Lastname, so I can visually compare them to the concatenated version already in the row, and make sure my vlookup is doing something sane.) Then, because the accounts export doesn't include cid, I use vlookup again but this time finding the email on the accounts worksheet and returning the person's balance. (Again as a sanity check, I lookup by the email and return the concatenated name from the account worksheet, and then write an =if statement to show if everything matches all around. Members who share a single email break this lookup strategy, and it's important to realize that ahead of time.)
Now I have a single sheet that shows:
cid, name, keyserial, keyslot, keystart, keyend, plan, email, and balance.
Since I started from the keys sheet, and some members have multiple keys (either active, or some old ones), some members appear multiple times, with only the key data being different between rows. This is cool by me.
Then I use Excel's sort-and-filter functionality to perform a numeric filter on the balance, so the sheet now shows only (keys belonging to) folks who are in arrears by more than a certain amount.
Then I manually open a new browser tab for each person I'm working on, and click their Plan tab, and look at the date of last activity. Then I go slaughter some keys.
Then I manually copy all their email addresses into a giant BCC line and send notification that I deactivated their keys.
My feature request:
A single view that shows:
cid, name, keyserial, keyslot, keystart, keyend, plan, email, balance, and last payment date.
For bonus points, have some way of performing bulk actions, like checkboxes and then I could say "For everyone I checkmarked, record today's date as the end-date of that key." or "For everyone I checkmarked, spit out their email addresses in a delimited string".
Thanks!
The text was updated successfully, but these errors were encountered:
Yup, this is basically 65+188+(new view with tons of columns). Plus the new concept "date of last dues payment", which isn't actually clear anywhere, and might be somewhat tricky to generate. But it'd be super useful.
Uesr story: To do key deactivations, I take a bunch of CSV exports and bash a bunch of Excel vlookup() formulae to get the data I need all on one page. It would be most helpful if Seltzer could do this for me.
Here's how I'm doing it:
Export keys
Export members
Export accounts
Import all three into excel. On the Keys worksheet, use vlookup to find cid on the members worksheet and return the member's email. (I typically also return a few other columns, like Firstname and Lastname, so I can visually compare them to the concatenated version already in the row, and make sure my vlookup is doing something sane.) Then, because the accounts export doesn't include cid, I use vlookup again but this time finding the email on the accounts worksheet and returning the person's balance. (Again as a sanity check, I lookup by the email and return the concatenated name from the account worksheet, and then write an =if statement to show if everything matches all around. Members who share a single email break this lookup strategy, and it's important to realize that ahead of time.)
Now I have a single sheet that shows:
cid, name, keyserial, keyslot, keystart, keyend, plan, email, and balance.
Since I started from the keys sheet, and some members have multiple keys (either active, or some old ones), some members appear multiple times, with only the key data being different between rows. This is cool by me.
Then I use Excel's sort-and-filter functionality to perform a numeric filter on the balance, so the sheet now shows only (keys belonging to) folks who are in arrears by more than a certain amount.
Then I manually open a new browser tab for each person I'm working on, and click their Plan tab, and look at the date of last activity. Then I go slaughter some keys.
Then I manually copy all their email addresses into a giant BCC line and send notification that I deactivated their keys.
My feature request:
A single view that shows:
cid, name, keyserial, keyslot, keystart, keyend, plan, email, balance, and last payment date.
For bonus points, have some way of performing bulk actions, like checkboxes and then I could say "For everyone I checkmarked, record today's date as the end-date of that key." or "For everyone I checkmarked, spit out their email addresses in a delimited string".
Thanks!
The text was updated successfully, but these errors were encountered: