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385 results found

  1. renewal policy settings

    I really need a setting for Renewal Policy of Membership Levels that allows me to say payment does not have to be received before Membership is approved. (as there is in the New Member Application)

    1 vote

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  2. Multi locations for members

    We need the ability to add multiple locations to a members. Some of our retail members have several locations. Because we have to use contacts for these (and to appear on our website correctly), we have no options for a separate billing email or and owner vs a manager.

    1 vote

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  3. Enhancement for Group Participation Management

    Group participation can now be controlled by members during application or profile with a multiple choice drop down box. How difficult would it be to change that to a multiple choice drop down box with extra charge?? Then we could optionally charge for access to certain pages as a second level premium service. Since pages can be restricted by membership level and group participation, why can't you automatically bill for both, without getting an admin involved in assigning group participants? Also, would be good to be able to manage which groups are included in the multiple choice dropdown so ones…

    1 vote

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  4. Empty Bundle Member Slots

    Hi.

    We have a bunch of members that as Bundle Administrators need to fill in the bundle members.

    We need to build a query where Used so far < Bundle limit so that we can send them an email asking them to complete their membership.

    1 vote

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  5. Filter duplicate registrations by mailing address

    Add a way for system to see and recognizes a duplicate based on other member db fields lie a street address or name or DOB etc...

    1 vote

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  6. Add more options to customize level change

    To be able to control renewal setting and the ability to extend renewal date by one additional period for members who are interested in changing their membership level with a specific date.

    If a member changes a level prior to July 1st (the specified renewing period),, we should have the ability to be able to extended this property, as this member has already renewed/applied for that level.

    1 vote

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  7. How long member was part of the group

    Would like to be able to count how long a member has been part of a group (ie if I create a goup called committee).

    1 vote

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  8. Combing two Groups

    Another idea would be able to combine two Groups and form another. Members in both Groups would be listed only once.

    1 vote

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  9. membership card default image

    The default image for members who have not uploaded a mug shot is rather unfortunate in these gender sensitive days.
    It would be great if I could create my own default "picture" to replace the blue man with bowler hat.
    One way round it would be to update each member record with my own default image but without a bulk update query this will be very tedious.

    1 vote

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  10. Prorate based on bundle administrator's join date

    Option to prorate dues to the bundle administrator's join date, or a date set by the bundle administrator.

    We have open enrollment and new bundles can join anytime, so we can't have set enrollment dates. I currently have to manually prorate any new employee added to any bundle.

    Please find a way to set this as an option for all bundles.

    1 vote

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  11. Ability to export/import Levels

    It would be very useful to be able at least to export all Levels fields to csv and ideally being able to import them back. We have 3 sports and many categories per each sport. It's a serious drag to check or change level settings one by one. Even changing the yearly price is time consuming and with Excel we would be able just to multiply all prices by, say, 2% in one go and reimport the whole thing back like you do with Conact fields.

    1 vote

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  12. login using userid

    Would like a way for members that are imported without an email to login with userid and provide an email address.

    1 vote

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  13. Add SQL "orderby" to advanced search

    Add "orderby" capability to advanced queries.

    I imported bundle members and botched the import. My bundle seconds came in as bundle admins. To round up the records to fix, it would be good to order the results set by email.

    1 vote

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  14. searching notes for merged contact email address

    Once I find duplicates and Merge them together. It's great that it adds a note that the duplicate was merged however It would be nice if it recognized that email in the notes if I do a search for them.
    Because when I search (ALL) the archived don't even show up.

    1 vote

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  15. Sort by Organisation

    Ability to sort members and event registrations by organisation.

    1 vote

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  16. Stop and Hold membership option

    Our company offers an option of putting memberships on Hold with a 30 day notice. Since there is no such option, I have to keep track of all our clients dates and change them manually. I have missed a few in the past because it is so hard to keep track of everyone and our clients were charged.

    1 vote

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  17. Select All in profile privacy

    Can we get a Select All button for the members profile privacy fields? it would be nice if members could quickly set all their privacy and then deselect the least ones.

    I would suggest having an option at the top of each column under the Anybody/Member/No Access Heading.
    I think it should be a Select All option that changes all the settings to Select All and then we can deselect the ones we dont wont.

    This would also make it easier for bulk changing a bunch of user privacy settings.
    It is really inconvenient for users to have to go…

    1 vote

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  18. Do not have default rnewal date be a year from current date

    Our renewal dates are Mar 1, Jul 1, Sep 1 and Dec 1 to distribute them across the year. We have to manually edit the renewal date for every new member because WA automatically defaults to one year after current date. Getting rid of this default will save us a lot of time.

    1 vote

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  19. Simplify Dropdown Items management

    Simplify the Items list when managing custom Dropdown field

    1 vote

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  20. Allow admins to set display order on member summary

    Allow admins to set the display order of member levels on the summary screen. We have to designate member levels with numerical prefixes in order to get them to display in a logical order other than alphabetical. Same issue as was previously corrected on the new member application form and as requested for correction in change-membership-level form.

    1 vote

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