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385 results found

  1. Saved search criteria to show Next Month Renewals or Renewals > N days

    When creating a saved search for membership renewals, there is an option to have it search on "this month" and "last month" in addition to a few others. But how about a "next month" selection, in order to be on top of upcoming renewals for membership management?

    8 votes

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    6 comments  ·  Members  ·  Admin →
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  2. continue generating new invoices even if member has not paid previous invoice

    Presently we have WA setup to generate invoices on a quarterly basis. However, if a member is overdue in paying their invoice then their status changes, they are no longer considered active, and they no longer get invoiced at the next due date. In our business model we choose to continue to offer them services as we know they eventually will pay. When they then eventually pay the overdue invoice we presently need to manually generate invoices for billing periods that the system did not create invoices for. This can be a big headache. The solution would be an option…

    11 votes

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    1 comment  ·  Members  ·  Admin →
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    Thanks for sharing, we’ll be collecting comments from others on this for now

  3. Members, Summary - reporting on bundles

    Almost all of our member levels are bundles, so having the bundle numbers in brackets for the Total column is good, but it would be really useful on the other columns as well. The dashboard would then be a great quick report for associations like ours.

    32 votes

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    16 comments  ·  Members  ·  Admin →
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  4. exporting combined groups or subsets of members

    we have several types/levels of members, and I would like a quick way to export their email addresses for mass mailings. I can easily do the total of all members from the summary page but if I want to export 4 of 7 types of members I have to do each type separately and paste the lists together... I would like a way to sort my membership types in the summary screen and export just some groups in a single action

    5 votes

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    0 comments  ·  Members  ·  Admin →
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  5. Require member to update or verify profile when renewing

    I would like the option to require members to verify their information is correct when they renew annually. Currently there's no way to force members to even look at their information after they initially inputted it, which may be several years old.

    36 votes

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    11 comments  ·  Members  ·  Admin →
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  6. Renewal Reminders for members without email addresses

    It would be nice if there was a merge capability to be able to PRINT a manual renewal reminder to members who do not have an email address. We find many members WITH EMAIL addresses just do not open them and are therefore unaware that memberships have expired. While mail merges with Excel or Word are available, it would sure be a nice feature to just go to a form and have the system link the expiring members.

    Then we could just print ourselves copies of the notices and send them out.

    Thanks

    15 votes

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    2 comments  ·  Members  ·  Admin →
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  7. Agreement/Contract Acceptance or Digital Signature

    It would be great if there was some way to embed an agreement button (that would record a time stamp and IP address) or digital signature into emails so we can ensure that our members "sign" a membership contract each year. This is particularly important for annual renewals, since the renewal process is much different than the initial application process.

    Alternatively, if there were some way to create an online contract that included an agreement or digital signature ability, that would be great too.

    Currently, the terms and conditions field doesn't allow you to customize the language to each member.

    28 votes

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    7 comments  ·  Members  ·  Admin →
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  8. sort membership levels on membership level change form

    We can now manually sort membership levels on the new member application form so we no longer have to use numbers to get the various levels in the desired order. However, if a member wants to change membership level, the levels on that form are not manually sortable. If you want the levels to be listed in the same (logical) order on the change-membership-level form as on the new member application, you still have to resort to the old number system, which pretty much negates the value of the spiffy new manual level sort "feature".

    Please make the level ordering…

    16 votes

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    5 comments  ·  Members  ·  Admin →
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  9. Ability to Sort Membership Level in Admin View - when adding new members

    I saw a request about this in the thread in general questions but would like to make a formal request - When adding a new member manually, i.e. in admin view, to allow the list of options for Membership Level to be sorted so that the first one in the list is our preferred choice for new members. When we set up the Membership Levels we weren't aware of a problem we'd have when we added new members manually. Our primary Membership Level, which is the only level available to new members, is Regular. It happens to be 5th out…

    7 votes

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    1 comment  ·  Members  ·  Admin →
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  10. Unique fields

    I would like the ability to make a common field a unique field like the e-mail address is currently. As an example, our Association uses a unique State issued ID number as an identifier. We would like to be sure that two people don't enter the same number by accident.

    6 votes

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    1 comment  ·  Members  ·  Admin →
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  11. Specific renewal date

    Is it possible to set a specific renewal date for a membership level other than the 1st or 15th?

    16 votes

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    9 comments  ·  Members  ·  Admin →
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  12. Simplified Membership Fields for Adding Members to Bundles

    I would very much like the ability to have a custom field be required for Bundle Admins only (or the single person membership when not part of a bundle). We are a swim club and we need to capture data relevant only to the family (or the individual when not part of a family).

    It is awkward for our members when the bundle members each have to fill out a field that applies only to the family unit, and even worse when the bundle admin, during the process of entering or updating their family's data, has to fill out a…

    72 votes

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    17 comments  ·  Members  ·  Admin →
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  13. Linking members of contacts - e.g. wife and husband

    Is there any way to connect 2 members? For example, if I have a husband and wife who have different accounts, but if someone looks up the husband, is there a way to say "and this is his wife" then link to her profile?

    7 votes

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    1 comment  ·  Members  ·  Admin →
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  14. Make saved searches visible to members at member directory page

    We would like to have a number of "canned" common searches available at the top of Member Directory. The Admin creates and saves a search then makes this available to others. Access should be selectable to "All members", and to each of different Admin levels.

    We have members who are likely to do the same search and the only option is to give them instructions and for them to create the advanced search each time. Equally Admins are likely to be doing a search for features that they are responsible for eg renewals, this is easier because they can save…

    4 votes

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  15. level change approval

    Can't you just add a setting for admin's to approve any level change? This would solve so many issues we have with people renewing who shouldn't be etc. It gives us the ability to approve renewals when the member has lapsed!

    11 votes

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    4 comments  ·  Members  ·  Admin →
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  16. Renewing membership for an arbitrary number of payment periods at once

    We would like members to be able to pay for an arbitrary number of years, many would like to renew for more than one at a time. Currently, a member would be required to go through the renewal and payment process, then repeat the whole thing to renew subsequent years. There should be an option for selecting renewal of more than one payment period at once. I know several societies that also offer a 'lifetime' membership payment at a different (higher) rate.

    5 votes

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    2 comments  ·  Members  ·  Admin →
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  17. 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

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    3 comments  ·  Members  ·  Admin →
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  18. Dramatically simplify membership renewal process for members

    This is a request to improve the process for members to renew memberships. Non-Profit organizations depend on memberships and membership renewals for continued funding and advocacy. As a result it’s necessary to repeatedly lobby members to renew, so it’s critical for membership renewals to be a convenient one click process to get to the Pay-Pal screen. Sending members to the home page and requiring a login and password in order to renew membership is inconvenient and cumbersome. We have two requests for improving the process:

    1. A direct link to the “membership renewal page”, bypassing the password requirement (the way the…
    66 votes

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    35 comments  ·  Members  ·  Admin →
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  19. More flexible groups/bundles

    More flexible groups/bundles. Need to be able to create groups of members with different membership levels and have an administrator for that group (read only or edit selectable) who is not responsible for financial transactions.

    Parent Booster USA currently has four membership levels germane to this discussion:

    Basic -- $195 to join, $95 to renew
    Get Legal -- $295 to join, $95 to renew
    Get Legal, Stay Legal -- $495 to join $395 to renew
    School Administrator -- Free, but with limited benefits

    I need to be able to set up groups of members containing members at each membership level.…

    14 votes

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    5 comments  ·  Members  ·  Admin →
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  20. Member renewal terms with arbitrary number of months - e.g. pay by term or sport season

    It would be great if the membership levels included the ability to allow arbitrary membership periods such as 1 month, 2 months, 7 months, etc. Currently it's rather restricted. This capability would make it easier to manage temporary memberships open to the public I believe.

    Furthermore, the ability to set renewals to any number of fixed times would be very flexible and once again make temporary memberships easier to manage. For example, 2 month memberships renewable 2 times.

    29 votes

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    19 comments  ·  Members  ·  Admin →
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