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  1. Batch update of contacts or members

    As an administrator I would find it really helpful to be able to make bulk changes online. Two reasons:


    1. Import/export is clumsy, and foces me to use Excel's interface, which I find quite awkward.


    2. There is no "lock" on the data while I am changing it. Members can change data while I am making changes to the exported file.
      To give an idea of the sort of problems #2 generates: if I do an export and a member comes along and changes his/her data while I am playing with the exported file, then there's a problem. The way that WA…

    57 votes
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    36 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to set limits to text field entries

    Is there a way to limit the characters in a database text field. I want a member lever to have a 500 character description and another member lever to only have a 250 character description. Is this possible?

    12 votes
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    14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. clear out attention required

    I have a few contacts with failed delivery emails. Some are due to the incorrect emails, other s are due to the receiver end. However, I would like to clear out those error messages.

    4 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Boolean logic to Advanced Search

    It would be nice to be able to search the member database (or any database really) by specifying criteria such as:

    Renewal_Due on or after Sept. 16,2008

    AND

    (MembershipLevel = Gold OR MembershipLevel = Silver)

    Right now, I think, I can only choose to AND (i.e., Match ALL) all the criteria or OR (i.e., Match ANY) all the criteria -- no mixing AND's and OR's. This is okay for very simple reports with only two criteria, but often not what is needed for reports with more than 2 filter criteria.

    124 votes
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    63 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Make Date field to have Today as a default value on forms

    On our Membership Application, there is a field called "Application Date." Using the date field. I would like it to be able to default to today's date.

    5 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. create option on a contact page to email contact info to others

    for example, when I want to give other alumni name/address/email for another alum, i could just click a button and email it from screen.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Blocking Users

    With our organization, we have rules that state non members can only come to 2 events before they need to apply for membership. Likewise we have similar rules for past members. It would be great to keep track of that some way, or be able to block someone from registering until they apply.

    3 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Outlook Sync for emails and contacts

    Outlook sync for both email and contacts

    6 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Field Specific Options when Merging Contacts

    When merging contacts it's suppose to keep the record you've chosen but it picks & chooses what to keep in the permanent file, specifically the date fields which are extremely important to my database.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Search criteria - NOT

    We are a new user and have uploaded the member lists from data in our desktop database. Now we need to be sure that all our users have reset their passwords (senior group, some with limited computer skills).

    We did find a way to see everyone who had logged in at least once. Admin area > Members > Advanced Search criteria: Last login date. This suited our situation because if they were able to login, that meant they had reset their passwords.

    What we couldn’t get, however, was a search list of those who had never logged in. We worked…

    12 votes
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    15 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Redesigning setup of Common vs Membership Fields

    It would simplify setting the database up if all fields were in one list, and "Common" was an option of the field. A simple check-box - "show this field on all forms" or something like that. It would reduce the churn if you wanted to change a field, and would just make things less complicated.

    14 votes
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    7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. New field type - rich text formatting

    It would be a nice feature to allow the members to bold, underline, italicize and make list using this word processing control for thier descriptions.

    9 votes
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    7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Filters

    I would like to be able to have custom filters for all Filter check boxes. For example, I would like to see only this year's donations, or members who joined last year, etc.

    Ideally the filters would all use the same SQL logic/fields, and be available for all or just selected lists (e.g., [Last Name begins with 'G'] would be available for all filters, while [Donation greater than $1,000] would only apply to the Donations section).

    I also imagine a grid maintenance view, where all custom filters are listed from top to bottom and the various sections are columns from…

    6 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Change Balance amount field into actual searchable amount

    It would be VERY helpful if the "Balance amount" field were a Count type, allowing for search operators "Great than or equal", "Less than or equal", "Equal to" and "Not equal to".

    I want to be able to select certain membership records based on the balance amount, and use that search as basis for email.

    3 votes
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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Select 'all except'...

    Some time ago suggestions were solicited from users. I asked if the advanced search could enable the exclusion records that meet a given criteria. This would make things much faster, as often one wants all records that are this, this and this, but not 'that'.

    Apparently this was a good idea that would be acted upon.

    When?

    AMY SILVERSTON

    Amy.Silverston@btinternet.com

    6 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Finding primary company contacts (or bundled administrators) using the simple search

    Our Membership managers want to locate primary company contacts (or bundle administrators) using the simple search screen.

    When you have a many bundled administrators with many linked (or children) records. It’s difficult to find the primary member contact (or bundled administrator). I know you can use advance search but this involves extra steps when searching on a day-to-day basis. In our case bundle administrators are the primary member contact which is used frequently.

    The functionality is relatedly simple, in fact works exactly the same as finding an system administrator.

    My suggestion for the Contacts / Simple Search page is to…

    5 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Report for Updates

    When emails are returned as undeliverable and the changes are made a daily report of updates made by administrators so the email could be resent would be helpful.

    4 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change position of any contact/member form field

    Currently the member form fields are shown vertically one under another on a page. How can we move any field we want to any position on the page?

    4 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. One to Many

    We currently have a flat file record for each member, and a one to many for events, invoices etc. A member can attend many events. We are a not-for-profit car club, and we run around 75 events (competition events on racetracks and social events) per year.

    Our members have a one (member) to many (cars) set of information. They may bring one car to a competition event and onother to a social event. So, I created 6 fields: Vehicle 1, Vehicle 2 up to Vehcile5, and then a Field “Which Vehicle are you bringing?”. Some members have 1, most have…

    2 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Autoincrement option on the numeric field (e.g. for bib numbers)

    Another vote for a numeric field option. I would really like to have an autoincrement option on the numeric field, with configurable start/seed value. It should be available as a contact or event field. A nice-to-have would be a range of excluded numbers.The field should be available for macro insertion in event emails.

    Our application for this would be to generate bib numbers. We have a few large events per year that would benefit greatly from such a feature.

    Anthony S.

    2 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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