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3397 results found

  1. public directory

    Public Member Directory Disconnect
    By default all our members will not appear in the public member directory until they chose to change their settings. This has proved to be a problem. When leaving “Show in public directory” editable by member and they check yes, their listing will appear as “view details” with no info until they ALSO change their privacy setting to indicate what is to be shown. Even when including instruction to go to their privacy settings to select what should be seen, this does not happen. And, under privacy settings you can select some fields to be shown…

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Record event registration - search by tag

    I use events to schedule people picking up products they have purchased. These are events that people are registered for by an Admin, they never register themselves. I start at the member record and go to the Events tab. Then I use the "Record event registration" button to select which event to register them for. I have hundreds of events to scroll through. I would like to be able to search by tag.

    1 vote

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    0 comments  ·  Events  ·  Admin →
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  3. increasing member level invoice detail (transparency)

    Currently member invoices have one fixed price, in our scenario the total sum due is made up from 5 components which can vary from year to year, to get the total price. i.e. gold member = $100 ( $30 sub, $40 levy, $5 levy, $5 levy, $20 levy ). levies are all mandatory.

    Rather than use the work around of extra membership charges via membership fields, I feel this (1) should be included within the membership level editor? (2) I don't believe it is very robust and have concerns re retrospectively activating this and it not working?

    The final invoice…

    5 votes

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    0 comments  ·  Members  ·  Admin →
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  4. More Donation Receipt Email Options

    The only two options are Payer and Organization Contact. Typically you would want at least a Treasurer or other Account Administrators to be notified of a donation transaction. Add additional email options (or CC field).

    2 votes

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  5. Make event guest name visible when they are a Member

    Make the names of event guests visible on the "public" view of the Calendar. Currently only the name of the member doing the registration shows up, even if their "guest "is a registered Member ( usually a spouse), the guest name does not appear, simply the mention "+1 guest".

    4 votes

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    0 comments  ·  Events  ·  Admin →
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  6. 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.

    7 votes

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    2 comments  ·  Members  ·  Admin →
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  7. If an event is free for member type 1 but not member type 2, please show both amounts above register button.

    When an event fee is $0 for one registrant type and not $0 for another, e.g. for members and non-members, the $0 fee does not appear above the register button. Please add $0 or free to clarify. See current and proposed below.

    Current:
    Member
    Non-Member: $10

    Proposed:
    Member: $0
    Non-member: $10

    6 votes

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    0 comments  ·  Events  ·  Admin →
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  8. Group should be an event setting

    Group should be an event setting rather than just in the event emails. My limited admins keep emailing our entire membership because it is not obvious to them where to set the group in the event creation. It is much more intuitive to them for the group to be part of event creation. I don't necessarily need to restrict registration to a specific group, although I can see how it might be valuable. It's causing people to unsubscribe all messages when they get emails for events not directly for their group!

    1 vote

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    0 comments  ·  Events  ·  Admin →
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  9. Choose already defined Custom Fields

    When creating an Event, being able to use Custom Fields that already exist. We currently have 215 fields with a lot of duplicates.

    1 vote

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    0 comments  ·  Events  ·  Admin →
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  10. Setting limit on renewals

    We have some life membership levels where people can choose to pay in full or pay monthly for a year. It would be nice to be able to have an option to limit payments for 12 renewal periods

    1 vote

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    0 comments  ·  Members  ·  Admin →
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  11. Make Reports Useful

    Exporting Income reports splits items into two pages, making it useless when printed.

    3 votes

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    0 comments  ·  Finances  ·  Admin →
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  12. Report of donations and invoice receipts

    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

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    0 comments  ·  Reporting  ·  Admin →
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  13. Print version of newsletter matches the display (monitor) version

    When we create a newsletter using the new email editor, it displays one way on desktop monitor but then prints out in the mobile device format. If someone prints out our newsletter to distribute we want it to display as it does on the computer monitor...not as it shows on a mobile device. Please fix...thank you!

    5 votes

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    1 comment  ·  New features  ·  Admin →
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  14. De-confuse wording please!

    Happy New Year!
    This is a suggestion for a simple wording change. EVERY person I have taught to use WA gets confused by the existing wording:

    After clicking Email > Templates and selecting a particular template, newbies ALWAYS make the mistake of selecting "Edit Template" instead of "Send email" because they fear that "Send email" means the message is all ready to be sent!

    This confusion can be avoided by changing "Send email" to "Create email" or better: "New email using template"

    3 votes

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    0 comments  ·  Usability  ·  Admin →
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  15. Editing event details

    Please Please Please restore the ability to access the admin features of an event from its URL and from a calendar listing. Having to click on the home symbol and then find a class from the events list is wasting tons of time. What is the benefit of this recent change? It's not helpful.

    1 vote

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    0 comments  ·  Events  ·  Admin →
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  16. Separate Nonmember levels from Member levels of Membership so they don't appear in Registration Types and Settings under Member

    Allow addition of a nonmember level that won't show up in the admin view events "registration types and settings" sub-member section. When we make different member and nonmember rates for events, our admins have to remember to uncheck the nonmember box listed under members each time and they often forget since there's so much other nuances to work through

    1 vote

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    0 comments  ·  New features  ·  Admin →
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  17. expiration

    Allow 0 in the "Limit renewal to within --- days of expiration" field in the renewal policy of a membership level. Currently, the field allows positive integers only. The minimum value it accepts is 1. which allows members to renew 1 day before the membership expiry date. My organization does not want that.

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  18. Improve Feedback "I want this" feature

    Improve Feedback: Add ability to select multiple "I want this" for existing suggestions

    1 vote

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    0 comments  ·  New features  ·  Admin →
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  19. Slideshow Description and Tooltip without Link

    Please add a Slideshow feature that allows users to add a description or tooltip without a link. Currently if a user tries to add a description to an image it will not save unless a link is also added.

    1 vote

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    0 comments  ·  New features  ·  Admin →
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  20. Scheduled Announcement Dates on Events List

    In the Events List in Administrator Mode—be able to see for each event the scheduled event date for each possible announcement (Announcement 1, 2, etc.) and the Reminder (indicating no schedule or already sent)

    2 votes

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