Wishlist
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3395 results found
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Report of all income
I need to be able to generate a report which gives me the TOTAL amount received from a SINGLE member, including donations and receipts from invoices. The only reports I can find only sort by category. The reason is that we are a 501c3 and all contributions are considered to be donations, even those which are payments for membership fees. It would be great if I could see how much every member has paid on the member page, but that page only shows total DONATIONS. On a related subject, it there a way to generate a statement which could be sent to members yearly showing the total received? This is required for tax purposes so that they can deduct the amount contributed. I would imagine this would be a very common need for your users.
I need to be able to generate a report which gives me the TOTAL amount received from a SINGLE member, including donations and receipts from invoices. The only reports I can find only sort by category. The reason is that we are a 501c3 and all contributions are considered to be donations, even those which are payments for membership fees. It would be great if I could see how much every member has paid on the member page, but that page only shows total DONATIONS. On a related subject, it there a way to generate a statement which could be…
3 votes -
I want to be able to add members manually after an event where they have paid for their membership. Short of having them fill out a form wit
I want to be able to add members manually after an event where they have paid for their membership. Short of having them fill out a form with all of the required data, is there a way of initiating a membership using just a name and e-mail address, then require the new member to fill out all of the required fields when they first log on?
1 vote -
Give bundles names, allow bundle admins to manage more than 1 bundle
Great software btw. We have a need for:
1) bundles to be able to be given a name, 2) a bundle administrator under a membership category to manage more than one bundle and that bundle administrator to be able to shift bundle members from one bundle to another.6 votes -
Admin app - sort order for events
Please reverse the sort order for events on the mobile admin app so I can easily/quickly see what's happening next. Currently, when I get to the Events screen, I can choose "All events", "Upcoming events", "Past events", and all of my event tags. If I click on the "Upcoming events" it shows me what's coming up next, but if I click on one of my event tags, it shows me the list in reverse order starting with the event farthest into the future. I would much prefer to see these in upcoming order. Please make that the default, or give me the option to change it.
Please reverse the sort order for events on the mobile admin app so I can easily/quickly see what's happening next. Currently, when I get to the Events screen, I can choose "All events", "Upcoming events", "Past events", and all of my event tags. If I click on the "Upcoming events" it shows me what's coming up next, but if I click on one of my event tags, it shows me the list in reverse order starting with the event farthest into the future. I would much prefer to see these in upcoming order. Please make that the default, or give…
8 votes -
scheduled emails
Please add an option to schedule the time that your email is sent as well as the date. The Grace Period Renewal email to lapsed members was sent at 12:08 am and annoyed our members who get email alerts on their phones.
Thank you.
7 votes -
Select date for a credit card pymt to start
When you set up a credit card reccuring payment, that you can pick the date that you want the recurring payment to start. Right now there is not a choice. The day you create the payment is the day it starts.
1 vote -
Site on Mobile
Viewing via mobile phone (using Chrome or similar) is wonky. You appear to develop for PC then mobile is add on. The world now is vice versa.
Yes, the app (which just gives events and member directory) is good, but most of our members are not historic PC users, they have come via pad or phone. IT doesn't work for them.
Can you improve the mobile feed, or improve the Help files in this respect? I'm spending too much time trying to fix the nice look we have on the site to feed properly for mobiles.7 votes -
Membership level should be searchable in directory
Please make the membership level searchable by people navigating the directory in the website. Consumers need to be able to search by membership level. Thank you
2 votes -
Login via UserID when in a bundle
Allow the user to login with a user id. When you have a family that only has 1 email address (we have many older members) but we want to track contact data for each family member. Currently we have to create fake email addresses. it would be better of they could login with a user id, but communicate via the bundle admin if there were a lost password for a reset.
1 vote -
Automatically assign bundle admin for new bundle on import
When you import a contact that is in a group that does not use the email, have the system automatically create the first user as the bundle admin for the new bundle with in a bundle level. That way a last name column could be used to identify the bundle for the family instead of having to manually type in a bundle admin email for every family (group) in the membership
1 vote -
Automatically generate events from an Excel sheet
Our hiking club arranges 50 hikes a month as 50 events. The hike-selection committee makes an Excel sheet listing the 50 hikes and provides it to the event administrator. The event administrator would like to import the Excel sheet and automatically generate 40 events -- rather than manually create each event.
The event page would have an "import" button and create the events.
3 votes -
HTML
1) Bring back the HTML button in the toolbar at the top of the e-mail editor. Having to delete the default text box and add the HTML widget seems pretty lame to me.
2) Bring in the ability to double-click on the e-mail text when you come back to edit an e-mail. Having to go over to the right and click on the button to change the HTML code isn’t very intuitive.
3) Wrap the text in the HTML editor window.
11 votes -
Opening documents uploaded by delegates in a registration event form
It would be extremely helpful and less time consuming to be able to open a delegate’s attached file from the event download. Have the field data, link directly to their uploaded document.
2 votes -
Create entry forms and email to a single email address
I would like to create my own form on a page and then when the mail button or text is clicked, I would like that form to be mailed to a single email address. This is a separate item from events, however, it is a sinle event which require a pre-payment by EMT
1 vote -
Fix event limit function
When you get close to an event limit, the system stops allowing you to add guests or even displaying the additional guests field.
We have an event limited to 180. When Registrations get to 165, the box for additional guests disappears from the registration form with no feedback to members as to why or what to do.
We allow you to sign up a large group. It would be best if the system would recognize there are only X spots available and display the additional guests box with a limit of x-1 additional guests. Taking away the box completely causes problems of filling the last seats.
When you get close to an event limit, the system stops allowing you to add guests or even displaying the additional guests field.
We have an event limited to 180. When Registrations get to 165, the box for additional guests disappears from the registration form with no feedback to members as to why or what to do.
We allow you to sign up a large group. It would be best if the system would recognize there are only X spots available and display the additional guests box with a limit of x-1 additional guests. Taking away the box completely causes…
1 vote -
Event Emails to Groups
I would love to be able to email specific groups inside an event like those registered as a new members or a speakers or a workshop.
2 votes -
Revise Membership Summary Stats
Please please please - change the membership summary. To include the lapsed memberships in the total is very misleading. And, to include memberships that have lapsed more than 12 months ago is also not helpful. And, to include those same lapsed memberships in "renewal overdue" is double counting and extremely misleading.
I want to know:
1) how many active members
2) how many pending renewal (whose membership is now past due. i.e. if the renewal notice has gone out but their membership is not yet up, they should not be considered in this bucket - they are still active)
3) how many where renewal is overdue - 0 -30 days; how many where renewal is overdue 30-60 days
4) number lapsed within last 3 months; 6 months; 12 months
5) number new in past 30 days; 60 days; 12 monthsPlease please please - change the membership summary. To include the lapsed memberships in the total is very misleading. And, to include memberships that have lapsed more than 12 months ago is also not helpful. And, to include those same lapsed memberships in "renewal overdue" is double counting and extremely misleading.
I want to know:
1) how many active members
2) how many pending renewal (whose membership is now past due. i.e. if the renewal notice has gone out but their membership is not yet up, they should not be considered in this bucket - they are still active)
3)…11 votes -
Ability to add fields to the Registered Attendee page
It would be nice to be able to add fields to the Registered Attendees page that is displayed when you click on the Registrants hyperlink from within an Event. Currently the page only displays date and Registrant's name. Our members would like to be able to see the sub-division (one of the fields we collect) data for each registrant for carpooling purposes. The only way for the member to get this data at the present is to click on each individual registrant's name to see their profile details.
1 vote -
Allow extra charge calculation price to 5 significant digits
We need pricing to 5 significant decimal places in the extra charge field. it works for the fee price but not for extra cost.
We use the extra charge calculation to get around many of the limits of the event system. When we price to the nearest penny the after tax cost for 1 person is $30 and for two people is $59.99. it raises questions when trying to reconcile the bank statement and pricing to 5 decimal places would be the easiest solution and consistent with QuickBooks. Our goals arePretax prices for extra cost and event fees - we want to price events in pretax numbers so that sales tax is reported on the invoice in accordance with state law
Round number after tax price - We want a round number collected at the door in cash. $30 per 1 person including tax
No rounding errors - We have a ten percent tax rate so the pretax price that arrives at $30 is $27.27273 which we can use in an event fee. With extra cost price at 27.27 we have one ticket for $30 after tax, two tickets are $59.99 after tax
Is this as simple as changing the form (i.e. the variable is already numeric)?
Bill Herman
mbycwa.orgWe need pricing to 5 significant decimal places in the extra charge field. it works for the fee price but not for extra cost.
We use the extra charge calculation to get around many of the limits of the event system. When we price to the nearest penny the after tax cost for 1 person is $30 and for two people is $59.99. it raises questions when trying to reconcile the bank statement and pricing to 5 decimal places would be the easiest solution and consistent with QuickBooks. Our goals arePretax prices for extra cost and event fees -…
2 votes -
Non profit sales
We sell a handbook that is of primary, although not exclusive, interest to non-profits. I would like a way for non profits to easily opt out of paying sales tax on this item. Right now my options are to either turn sales tax on or off. . . black or white. I need gray, ie the option to pay it, or opt out of it.
2 votes
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