Wishlist
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385 results found
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invoice search
I would like to be able to export my Member List with an added "invoice date" choice. That way I can easily sort for those who have paid since the last time I mailed membership cards sicne we have year round renewals and 1 and 2 year membership levels. Right now the "Changed Member Level" and "Date Joined" or whatever don't capture them all.
3 votes -
Customise Membership field requirements.
I would like to add multiple field to the Membership Application form and want to force new applicants to choose at least one option from each field. This helps me target the member for invites to relevant events / communications. e.g. Membership field is Sector (financial, legal, water, transport etc) and each member would have to choose which Sector they belong to.
3 votes -
Collapse/Expand view for membership level list
PLEASE add a feature to "collapse" and "expand" the membership level admin list so there is a view that only shows the level names. I have so many that scrolling endlessly to make changes is maddening.
3 votes -
Force Custom Required Field to Be Entered for All Bundle Members at Renewal
Occasionally we add a new custom field to our membership profile page and we'd like to require that this new field get filled out for all members when a bundle admin renews. Currently the renewal process forces only the Bundle Admin to fill in the new required field. It remains blank or null for their bundled members, and our membership is lazy and won't fill out the new field unless the system requires it.
Thanks,
David.
3 votes -
Membership-specific administrators
Each of our membership levels has a different staff person as a liaison. We'd like the bulk/group emails and other functions to come from/be associated with the designated staff liaison rather than from our general account administrator email/account. Without this feature we are forced to use our generic info@ email address as our administrator account email. This gets very confusing and cumbersome because we don't want our program assistant to be bombarded with all these emails that she then has to sort through and forward to the right person on staff.
3 votes -
Ability to use date range for date-type fields
The database column "Renewal Date last Changed" is essential when we need to send out membership cards and other new member items.
I produce member cards twice a month - once for the first half and then for the last half of the month. Any time on or after the 16th of the month I extract all those with a renewal date of the 1st thru the 15th and then after the first I extract all those with a renewal dated of the 16th thru the 31st.
Given the current tools, this is a tricky selection that requires two criteria…
3 votes -
Need to limit Group Participation field access by membership level
When editing membership fields, we cannot set the membership levels that the "Groups" field applies to. We can edit any other membership field of type text, and we can say it applies to certain membership levels only, but not for the field that has groups. We have a new membership level that is for "Friends" of our organization, and they are not eligible to join groups. We don't want to mislead them. What to do?
3 votes -
Discounts for recurring membership
We would like to be able to offer discount codes to both new members and renewing members, and just found out we can't do that with recurring memberships, which is extremely limiting as that is the only level we offer. I also think that the restrictions should be posted on the page where you create the discount codes as I set one up and let some people know about it before discovering we can't actually use it.
2 votes -
Display organization field next to the name of the Coordinator in the "Add contact to bundle" screen
When adding a member to a bundle membership, is there a way to have the Organization field show?
2 votes -
Option for members to save a search
There should be an option for a member to save a search list so that the member can reference the search results again in the future
2 votes -
generate invoice without changing to pending-renewal
I would like to generate an invoice for membership renewal WITHOUT changing the membership status to renewal-pending. In fact, I'd like to be able to remove the "renewal-pending" as a status altogether. It's not useful for us. People are either Active or Lapsed. The system can send reminders the number of days beforehand and such, but in the summary, there is duplicity in counts because of the way it is displayed.
2 votes -
Reward members
it will be good it we can check who attends the event and get some reward at the end of the year to send who is the one who participates most event. also the one who create most post on the forum, the one who reply the most this year etc...
2 votes -
Several admins in a single bundle
I would like to see the ability to have more than 1 bundle administrator. For example, with company memberships, sometimes there is a need for a Finance Bundle Admin, as well as a general Bundle Admin. Finance Bundle admin would receive invoices and membership renewals, general Bundle admin would be able to add and remove members.
2 votes -
Change to Bundles: Allow the use of Extra Cost fields in the profiles of Bundle Members
Today the system has a limitation: For bundle memberships, extra cost fields will only appear to the bundle administrator, not to individual bundle members.
So if you add the extra cost field, only the bundle admin will be able to interact with it, the other members in the bundle won't be able to.
I would like to add Extra Cost fields to Bundle Members profiles.2 votes -
Add a public form for members to attend the member group
I would like to see a form which members could use to be added to a 'group' with no fees.
2 votes -
Long renewal periods
We wanted to have a 10 or 15 year renewal period because we have members who do not have credit cards and it is a process for them to get a check and send in an application renewal form so to make their life easier we thought of the idea of having a longer renewal period option. Not a lifetime membership but close for some people.
Coming from a background in S/W development I am curious why this option has to be a dropdown and not a simple variable you can use to enter your own number of years?
2 votes -
More flexibility in renewal messaging
We need more flexibility in the configuration of automatic messages around renewal:
1. We would like to send out the first reminder as an advance announcement before sending the invoice.
2. The current post renewal date messaging allows only two phases. We would like to have three:
Phase 1. 1st overdue warning (grace period notice)
Phase 2. 2nd overdue notice, membership changed to „lapsed“
Phase 3: 3rd overdue notice, membership suspended and renewal invoice voided
As it stands now, we must perform phase 3 manually. This requires individually voiding and editing each renewal invoice and individually suspending each unpaid membership,…2 votes -
Manage Group Participants by Membership Level
Groups: Add members to a group by Membership Level so we can have multiple membership levels automatically added.
Example 1:
Our membership organization has different levels of Supporting Partners, but they are all Vendors. We track them within the Membership Levels alongside our Members. Would like to have a "Vendor Group" As new vendors come on board or others discontinue sponsorship, they would automatically be added to Vendors simply by virtue of the Memebership Level they belong to--NOT individually added (which is easy to forget to do and difficult manage).Example 2:
Some of our Membership Levels are Non-Voting. Therefore,…2 votes -
Member Check-In
We need a way for members to check in and make sure their membership is within date. Our members pay a monthly fee to use our facilities and need to be paid up each month. If a QR code could be implemented so that it can be scanned when they enter and the membership date be displayed on the scanning device it would be extremely helpful. We have tried may other things to check in people but nothing has worked very well as people can always escape the person near the front door. Additionally, we tried a sign in chart…
2 votes -
featured member Widget allow all fields
featured member gadget allow access to all fields
The Featured member Gadget is a great addition. We would like to have the ability to access any contact or member fields with this gadget. As an example, we are a league of artists and use the store to sell member art online. To make a page that will populate automatically, we currently have a page that uses a page template to have the correct header and footer, with an additional Back to Shop by Artist link. Then, we use the Featured Member gadget to show the main member photo, their first…
2 votes
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