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94 results found

  1. Search criteria - NOT

    We are a new user and have uploaded the member lists from data in our desktop database. Now we need to be sure that all our users have reset their passwords (senior group, some with limited computer skills).

    We did find a way to see everyone who had logged in at least once. Admin area > Members > Advanced Search criteria: Last login date. This suited our situation because if they were able to login, that meant they had reset their passwords.

    What we couldn’t get, however, was a search list of those who had never logged in. We worked…

    11 votes

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    15 comments  ·  Contacts  ·  Admin →
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  2. clear out attention required

    I have a few contacts with failed delivery emails. Some are due to the incorrect emails, other s are due to the receiver end. However, I would like to clear out those error messages.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  3. Add Boolean logic to Advanced Search

    It would be nice to be able to search the member database (or any database really) by specifying criteria such as:

    Renewal_Due on or after Sept. 16,2008

    AND

    (MembershipLevel = Gold OR MembershipLevel = Silver)

    Right now, I think, I can only choose to AND (i.e., Match ALL) all the criteria or OR (i.e., Match ANY) all the criteria -- no mixing AND's and OR's. This is okay for very simple reports with only two criteria, but often not what is needed for reports with more than 2 filter criteria.

    146 votes

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    73 comments  ·  Contacts  ·  Admin →
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  4. Make Date field to have Today as a default value on forms

    On our Membership Application, there is a field called "Application Date." Using the date field. I would like it to be able to default to today's date.

    5 votes

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    3 comments  ·  Contacts  ·  Admin →
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  5. create option on a contact page to email contact info to others

    for example, when I want to give other alumni name/address/email for another alum, i could just click a button and email it from screen.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  6. Field Specific Options when Merging Contacts

    When merging contacts it's suppose to keep the record you've chosen but it picks & chooses what to keep in the permanent file, specifically the date fields which are extremely important to my database.

    3 votes

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  7. Filters

    I would like to be able to have custom filters for all Filter check boxes. For example, I would like to see only this year's donations, or members who joined last year, etc.

    Ideally the filters would all use the same SQL logic/fields, and be available for all or just selected lists (e.g., [Last Name begins with 'G'] would be available for all filters, while [Donation greater than $1,000] would only apply to the Donations section).

    I also imagine a grid maintenance view, where all custom filters are listed from top to bottom and the various sections are columns from…

    6 votes

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    4 comments  ·  Contacts  ·  Admin →
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  8. Change Balance amount field into actual searchable amount

    It would be VERY helpful if the "Balance amount" field were a Count type, allowing for search operators "Great than or equal", "Less than or equal", "Equal to" and "Not equal to".

    I want to be able to select certain membership records based on the balance amount, and use that search as basis for email.

    3 votes

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    5 comments  ·  Contacts  ·  Admin →
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  9. Select 'all except'...

    Some time ago suggestions were solicited from users. I asked if the advanced search could enable the exclusion records that meet a given criteria. This would make things much faster, as often one wants all records that are this, this and this, but not 'that'.

    Apparently this was a good idea that would be acted upon.

    When?

    AMY SILVERSTON

    Amy.Silverston@btinternet.com

    6 votes

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    1 comment  ·  Contacts  ·  Admin →
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  10. Finding primary company contacts (or bundled administrators) using the simple search

    Our Membership managers want to locate primary company contacts (or bundle administrators) using the simple search screen.

    When you have a many bundled administrators with many linked (or children) records. It’s difficult to find the primary member contact (or bundled administrator). I know you can use advance search but this involves extra steps when searching on a day-to-day basis. In our case bundle administrators are the primary member contact which is used frequently.

    The functionality is relatedly simple, in fact works exactly the same as finding an system administrator.

    My suggestion for the Contacts / Simple Search page is to…

    5 votes

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    4 comments  ·  Contacts  ·  Admin →
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  11. Report for Updates

    When emails are returned as undeliverable and the changes are made a daily report of updates made by administrators so the email could be resent would be helpful.

    4 votes

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    2 comments  ·  Contacts  ·  Admin →
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  12. Change position of any contact/member form field

    Currently the member form fields are shown vertically one under another on a page. How can we move any field we want to any position on the page?

    4 votes

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    2 comments  ·  Contacts  ·  Admin →
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  13. One to Many

    We currently have a flat file record for each member, and a one to many for events, invoices etc. A member can attend many events. We are a not-for-profit car club, and we run around 75 events (competition events on racetracks and social events) per year.

    Our members have a one (member) to many (cars) set of information. They may bring one car to a competition event and onother to a social event. So, I created 6 fields: Vehicle 1, Vehicle 2 up to Vehcile5, and then a Field “Which Vehicle are you bringing?”. Some members have 1, most have…

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  14. Autoincrement option on the numeric field (e.g. for bib numbers)

    Another vote for a numeric field option. I would really like to have an autoincrement option on the numeric field, with configurable start/seed value. It should be available as a contact or event field. A nice-to-have would be a range of excluded numbers.The field should be available for macro insertion in event emails.

    Our application for this would be to generate bib numbers. We have a few large events per year that would benefit greatly from such a feature.

    Anthony S.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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