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Consultant Planner acts as if it is broken when "Receive and Offer Help" is not checked.

LegacyUser
LegacyUser ✭✭✭✭
June 25, 2020 edited October 15, 2021 in Suggest an Idea
Bruce Wilkinson said: When a member has not checked the box in Settings/Notifications to allow, "Receive and Offer Help," and a Temple and Family History Consultant who has arranged to help that person sends an invitation to the Consultant Planner, the system fails to function correctly:
If it is an email invitation, the system returns this message: "! FamilySearch is unable to deliver a message to this email address. Please enter a different email address, and try again." (Consultant asks, "What different email address? That is the correct address!")
If it is one of the other two methods, (username or birth date), the system just presents a spinning circle and then returns to the request panel without completing the "Add Someone" request. (Consultant thinks the system is broken and calls Support)

Why not inform the Temple and Family History Consultant that the patron has not given permission for others to help? If the system has found that box unchecked and that is why it refuses to complete the operation, then how was the design decision made to make it look to the Consultant as if the system is simply defective? It would save some calls to FamilySearch Support and actually be a much more accurate and useful message explaining why the operation failed.
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New · Last Updated October 15, 2021

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  • LegacyUser
    LegacyUser ✭✭✭✭
    June 25, 2020
    JimGreene said: Thank you for this detailed feedback. I passed it on to the team working on the planner and the short answer is that they are aware of most of this, and more, and are working feverishly to correct this. Please be patient while they continue to work, watch for announcements when it is ready, and continue to provide us feedback to make sure it is working correctly.
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