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  1. Want ability to choose more than 1 name at a time from contact list

    Allow me to pick more than one name at a time from the contact list for an email.

    15 votes
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      3 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
    • Member Registrations - Information Captured

      What's the point of allowing a member to input address/phone/etc. updated information on a registration form if it is not updated on their Membership record? Perhaps an option to say "Do you wish to update your membership information on file?"

      2 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Membership Expiration

        Membership expires at the end of the month they join the organization

        3 votes
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          2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
        • Show if member ticked the 'Invoice me' box

          Sometimes a registration is not paid for online due to a technical issue with PayPal or they have changed their mind and abandoned the registration. Sometimes it's because the person ticked the 'Invoice me' box but there is no way to know this. Please add the 'Invoice me' field to the registration information that can be exported in a report so we can service our customers appropriately.

          3 votes
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            0 comments  ·  Online payments  ·  Flag idea as inappropriate…  ·  Admin →
          • Marketing Automation for Emails

            Marketing Automation is a really important and effective feature for building relationships with members, retaining members/customers, and building a brand.

            Unlike one-off campaigns, automations are triggered when specific people meet the pre-defined criteria you set.

            For example, you can introduce folks to your company with a welcome series, get repeat customers by sharing product recommendations, re-engage lapsed customers, send happy birthday messages, and more.

            It would be ideal if WA offered a number of automation types with built-in triggers for common activities, with the ability to create a custom automation if needed.

            Once you’ve chosen an automation, added your content,…

            5 votes
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              0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
            • Change placement of field instructions

              In the membership and contact forms, the field instructions show up at the bottom of the input - where people don't see it right away. Can there be an option to move the field instructions to the top of the input so users can see the instructions before entering the data?

              3 votes
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                0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
              • Generate a 990 EZ form from your financial data

                The 990 EZ is an IRS form for exemption from income tax. Filling them out is a lot of work. How about an option to generate a 990 EZ draft, filling out some of the fields based on the year's annual revenue, sales, company name, tax ID, donations, etc...just anything to reduce the pain point of this monster document. If you need to have a message box alert that says something like "Its your responsibility to ensure the accuracy and this is only a draft to help you get started with your local accountant".

                2 votes
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                  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • 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.

                  2 votes
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                    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • calendar and annual events

                    Creating repeating events on a monthly basis is great. You can choose the 2nd Thursday of every month and it is created.

                    Try to do this with annual for Holidays that remain on specific 2nd, 3rd etc Sundays or Thursdays or....Holidays like Thanksgiving, Veteran's Day, Mother/Father's Days.

                    It should be trivial to have the same functionality (and consistency) for both Monthly/Annual calendar events

                    6 votes
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                      0 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                    • Revising Subject Line of Templates

                      When I send weekly email updates using a previous week as a template, I often forget to update the subject line, as that is last step before sending. I wish the program would force me to reconsider the subject line in such a case--"You have changed the body but not the subject--do you want to proceed?" Or maybe make the subject line the first thing, not the last, to be edited.

                      3 votes
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                        0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
                      • calendar tooltip

                        Our event titles are longer than are allowed to be displayed on the calendar. Create an option to select to have the event title added to the tooltip so that instead of only seeing date & location on mouseover, you see title, date, & location.

                        2 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Record Event non-attendees

                          Enable event registration status "Did not attend". We can Check-in people in who arrive, but we would like to also be able to actively record "Did not attend" in order to pursue no-show payments and provide stats. Currently, it is never clear whether a Check-in was missed, or whether a person did not attend.

                          2 votes
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                            1 comment  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                          • Customize registration buttons in event announcement email

                            Current behavior:
                            Registration buttons (macros {Registration_buttons}) can't be customized now.

                            Desired behavior:
                            There is an option to change buttons color, size, etc

                            3 votes
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                              0 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                            • Volunteering Module

                              Add a volunteering tracking module. Right now I'm using Signup Genius to send emails to volunteers and to get them to sign up. Would be awesome if this was all doable in WA.

                              3 votes
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                                0 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                              • Export list of of events, including event ID

                                It would be helpful to allow admins to export a list of the events, including the unique ID, for archival purposes. As it stands now, we can only export registration information. An event list is only available via the API.

                                2 votes
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                                  0 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                                • Modern way (s) of displaying picture galleries and slide shows.

                                  Please update gadget for image display: gallery slide show with clickable images that will open a gallery with all images inside, easy image navigation within the slide show. Huge buttons under the slide show is really bad choice for 2017. The gallery tool is really outdated. Take a look how WIX.com handling images and make this available for us, please!!!!

                                  25 votes
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                                    0 comments  ·  Photos / Files  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Subscription signup

                                    We would like to make two different contact forms, one for newsletter subscriptions that only asks for name and email and can be added as a widget to our Wordpress home page, and another for class signups that asks for address, phone, etc. Currently the only option is to use the same fields for both.

                                    2 votes
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                                      1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Export Finance Audit Log to Excel

                                      Currently there is no way to export the Audit log. We need the fianancial transaction IDs recorded by payment gateways so that they can be reconciled on the payment gateway.

                                      Here's a list of the Stripe details that should be exported

                                      ChargeId ch_1AQhPvBERWAb08kz1AUdKPxQ

                                      BalanceTransactionId txn_1AQhPvBERWAb08kzXH3Ol0qY

                                      Currency cad

                                      Description Invoice #31070707.646846: Donation

                                      ReceiptEmail alex@newpathconsulting.com

                                      Amount 1000

                                      AmountRefunded 0

                                      Captured True

                                      LiveMode False

                                      Paid True

                                      Refunded False

                                      StripeCard.Last4 4242

                                      2 votes
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                                        0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • member profile financial document

                                        Currently a person gets an invoice via email. That same invoice (visually) can not be recreated through their member profile or any other way. I'd like the ability for invoices to look the same regardless of how they were accessed (email, online, pdf bulk download - crossing my fingers this will be a thing soon). Make it possible for an invoice to also be downloaded through a members portal in the same format/template as the original email template. The online "financial document" system page provides inadequate information for the payee. Alternately, if the financial document system page script could be…

                                        9 votes
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                                          2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Automatic refund with Stripe

                                          I would like Automatic Refunding to be implemented for Stripe.

                                          1 vote
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                                            0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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