Wishlist
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383 results found
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Enhancements for dealing with lapsed members
I understand that this most recent software update has introduced a change in the way that lapsed members are handled. Let's assume that we have WA set up so that renewal is once per year and occurs on the member's join date. According to the way I understand the online documentation, if a member is lapsed, then if they renew, a new renewal date is assigned, meaning that they don't owe any back dues. However, if a member is active and they are in arrears, they then do owe the back dues. (It's not clear from the documentation how this…
11 votes -
Signed waiver form for New Applications and Renewals
Make feature for mandatory waiver to be signed and sent to administrator upon new member application and renewals.
10 votes -
Background images on membership cards.
Currently, we cannot create a background image for membership cards. Being able to do so would allows much greater creativity and uniqueness when designing them.
10 votes -
Repeated Details for Bundle Members
It seems counterproductive for bundled members to have them re-enter/complete the details of a parent membership already provided by the bundle administrator - when 90%(+) of the details will be identical
10 votes -
Membership card for Lifetime Members
Our organization has just set up a membership card template and I see it as being very useful for members to print their own card if they wish. We have several memberships levels, and for each the card will include the statement that says "Valid until ___", this works for those that renew their membership yearly, but not for those that have a lifetime membership. For them it says "Valid until never"". I have gone into Settings and then into Levels, and when the renewal is set to Never, I cannot go in and put in a date 100 years…
10 votes -
Stop automatically extending renewal dates when membership levels are changed
We have a bunch of different membership levels, and we occasionally have to change members from one level to another. Why on earth would someone in WA design think it was a good idea to automatically change the renewal due date if this happens?
I'm flattered to think the designers believed us users are so perfect that we could never enter the wrong level by mistake and then have to change it after the fact, but that happens. And when we make the correction, a year is added from current date.
We also have members who were in bundles until…
10 votes -
Contact Search should accept Groups as keyword
When searching through contacts or members, the search feature does not include Groups. For example, if looking for someone who is in the "Knitting Circle" Group, typing in "knitting" into the contact search bar will not bring them up.
10 votes -
Ability to join next period of membership and pay for it instead of pro-rating the fee of current period
Our mob teaches seniors to seniors.
We have 4 calendar terms.
Renewing members are invoiced $27 every 3 months 28 days prior to end off term … with 14 day reminders et al.
New members are invoiced on a prorated basis $9, $18 or $27 depending upon which month of the term they join.Still with me??? Deep breath now ….
1) Any new member who wants to join at the start of the NEXT term, which is normal
for anyone who enquires toward the end of a term cannot be invoiced until the start of that NEXT term.
If…10 votes -
Have a "Member Profile Review Reminder" for Admins
Need to have a scheduled eMail reminder and a "flag" system to mark/flag members whose personal profiles need to be reviewed at a later point in time by the admin.
We have members that need to do certain tasks like updating their profiles and provide new pictures in albums. I would like to just flag/mark the specific member for a later review by the admin and then receive an eMail with a reminder to once again look into the specific profile. Also in the database there should be a marked icon like a flag, star or anything that indicates this…
10 votes -
Simplify adding new members into a bundle by removing extra steps to do
When I click "add member" from a bundle administrator page, I'd like to save a step and add the contact directly on that page, versus adding the contact, then going to the bundle admin page, clicking "add member" and scrolling to find them in the list.
10 votes -
Allowing a non-member to be the bundle admin
It would be very handy if a non-member could be assigned as the 'bundle admin' for a bundle membership. For example I have a law association that has individual and corporate levels.
Many of the corporate level members would prefer if invoices and communications were sent to a different contact rather then one of the members in the bundle (such as an admin or accounting person).
Very often, an admin staff member is tasked to keep the bundle members profiles up to date and coordinate the payment of dues. Again, my situation may be not be the norm as it…
10 votes -
Send automatic emails for manual admin actions
This is a relatively minor request but something I find to be a workflow pain. As an admin, when I add a new member to the database the new member activation email does not automatically get sent out to the new member if I set their status to 'Active' initially. I have to add the member in two steps to get the email to go out -- first add them as 'pending', save it, then either go back into their record and record receipt of their payment or change their status from 'pending' to 'active' to trigger the email.
It…
10 votes -
Add filtering Lapsed Members by the date range.
Please add the ability to filter Lapsed members by the date range, thank you.
9 votes -
Always display members' auto-renewal status on account
We need something prominent displaying on member accounts whether or not they are enrolled in auto-renew. We get hundreds of queries a year from members who can't tell if they're enrolled in auto-renewal or not after they've removed their payment info. There's nothing then displaying "You are no longer enrolled in auto-renewal" or confirming that they need to manually renew--and what's worse, there's still a line on their accounts that displays the membership level as having auto-renew enabled.
Members do not need to know that their membership level has auto-renewal enabled! They only need to know if they are individually…
9 votes -
Group selection restricted for a specific group
Groups are a wonderful way to organize members by interest. We let members to chose their sport groups when joining and update on their profiles. It is a great time saver for event communications, ie. sending Ski emails only to the skiers group.
We would like to have at least one group that is NOT selectable by the members and to be used by an administrator. The purpose is to be able to have board-only site pages for elected officials.
Today, because we let members chose their own groups we can't use group for this purpose as anyone would be…9 votes -
Migrate/retain bundle member info when new bundle admin is assigned
(1) It should be possible for bundle organization info to migrate to new bundle admin (or stay with the organization, not just with the contact). This includes the organization name, address, logo, etc. AND the recurring payment information.
(2) A bundle admin should be able to add payment information to set up recurring payments at any point in time - not just when they have a new invoice to pay - and it should not require them to make a payment to set up the recurring payments (it should just let them know when their next payment will be).9 votes -
Track %complete for member profile
Currently once members join, they no immediate need to fill out additional profile fields or keep it updated.
New Feature Request: Many membership sites have a % counter called Profile Complete so you can track members completing their profile. This should be a metric only available for administrators so you can email members without 100% complete and be able to search for these members and email them. Also their should be a gadget that you can add to member only pages to notify current logged in user of % profile complete until it reaches 100% complete.
9 votes -
Note death of member
It appears that there is no way to mark a member as deceased. We want to keep the information about the member and show relevant info about them (including date of death) but remove their email address from future mailings.
9 votes -
Generate list by birthday month
We would like to be able to pull a list of members who have birthdays each month so we can send them a birthday card. The current search has an option to pull birthdays "This Month", but that only pulls people whose birthdays are specified as the current month, i.e. February 2019, not everyone whose birthday is in February as one might expect.
9 votes -
Display Group description for members
"Is there a way to access the Group Description information and present it on a page with the Group Name to our members? I currently enter the group name and the group description into WA in the Members / Group Participation Area. Then, I have my members signup for each of the groups on their profile page… but there is only group names, without description of the group . So then I create additional pages in WA to provide the group name and description information… I have to type it all in again. I have 50-60 groups each year. With…
9 votes
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