Improve Member Summary Data
The member summary list provides very misleading data during the membership renewal period. I know there is a lapse option but we tend to use it as our last resort email a couple of months after the initial request for renewal. During that time the "Active" and "Total" figures are very misleading and can only be accurately quantified by an excel export and pivot table.
Troy Scotter
shared this idea
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Chris G
commented
In the Member Summary, it only shows the number of Bundles (in parentheses, in small gray text) in the Total Column. I would like to see the number of Bundles (in parentheses, in small gray text) in ALL of the summary table columns.
Our members are households, not individuals, and I want to see the number of households (bundles) that are lapsed, and not the number of individuals.
If this doesn't make sense for everybody, perhaps there could be a TOGGLE checkbox/link that shows/hides the number of bundles in the summary table?
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Shelby
commented
I'd like to see the Member Summary page have the numbers add up to the total number that is listed. Once a member is Lapsed, I don't them to show in Overdue. Once they are Lapsed, they are Lapsed. This causes a lot of confusion for some of my Board Members (I'm a non profit) who have read access but don't always understand the 'why' behind things. It seems somewhat redundant to have Members listed in both places and while I understand that I can create specialized reports, it would still be nice for that landing page to have more accurate numbers.
