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  1. Contact & Membership Fields Access Preferences

    Would like to see the option to choose which contact fields show based on contact type or membership level selected at application. We have all of our fields under contact since there isn't a way to see everything if a membership level isn't assigned. Not all of our records are members but not all of the information asked of the applies. Ex/ physician vs. non-physician

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  2. Add more answer types in polls

    Why are there only radio buttons and check boxes when creating a poll. The ability to add a drop down, text box (not the Add Other Option) etc...will be very useful.

    Also, when you preview a Poll you should see it exactly as it will look. Currently, the text box from the Add Other Option only shows after the Poll is published which makes no sense!

    2 votes

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  3. Make field type limitations modifiable

    I need to create registration form but the multiple choice field character limit is making it an issue. This is a terms and conditions, but we don't want to have it in a separate pdf/link - it just needs to be there for the purchaser to acknowledge. When Itried to the rules and terms only the "field instructions" had more space, but that wouldn't make sense with this.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  4. Pre-registration for prospective events

    Need « pre-registration » title or header for events that will only be held if X number of members or guest register (or « pre-register »)
    - we use ‘wait list’ for this but it is confusing for users, especially when upper limit of number of participants is reached and the real ‘wait list’ is activated
    - we like ‘wait list’ functions as it allows to trigger payments etc. once the event is confirmed. Administratively speaking it works well. But for our members, it does not.
    - so we would be looking at similar functions but using a ‘re-registration’ header
    - and of course,…

    2 votes

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    0 comments  ·  Events  ·  Admin →
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  5. Membership email templates need to match the other email templates exactly

    Membership Email Templates need to match the other email templates. It gives the option to upload from a template but it does not match the formatting or layout. Please fix! It makes no sense to only allow the old template editor and not the new template editor, allow options for both please.

    2 votes

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    0 comments  ·  Emails  ·  Admin →
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  6. show pending membership on dashboard

    Please show membership pending on the dashboard

    2 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  7. 2 votes

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    1 comment  ·  Forums  ·  Admin →
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  8. Option for members to save a search

    There should be an option for a member to save a search list so that the member can reference the search results again in the future

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  9. Directory not mobile responsive

    The current member directories are not mobile responsive. I want to display the member business description in the directory but the words are cut off when viewed on a mobile device (see image supplied).
    Surely there an easy fix for this that I'm unaware of?

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. Message sender direct profile link added to email

    When a member receives an email message from another member it should include by default a direct link to the senders profile page so the recipient can easily view the profile of the sender.. Currently it only includes a direct link to the recipients profile page, which makes no sense.

    2 votes

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    2 comments  ·  Emails  ·  Admin →
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  11. generate invoice without changing to pending-renewal

    I would like to generate an invoice for membership renewal WITHOUT changing the membership status to renewal-pending. In fact, I'd like to be able to remove the "renewal-pending" as a status altogether. It's not useful for us. People are either Active or Lapsed. The system can send reminders the number of days beforehand and such, but in the summary, there is duplicity in counts because of the way it is displayed.

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  12. Saved Searches for Event Registration Type

    There is an inconsistency in the members who can be selected to receive emails for an event and those who can be selected for Event registration type. For emails you permit one to select a Saved search. That is not true for the Event registration type. Since it would seem likely that whoever is selected to receive emails for the event would very likely be those who could respond to the Event registration type, that one should be able to select a Saved search for identify the members who are to be able to use the Event registration type.

    2 votes

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    0 comments  ·  Events  ·  Admin →
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  13. Log poll participation on member records as well as in the poll itself

    Currently there's no way of seeing in a member's record which polls they participated in - the only way to measure their engagement is to look through each poll in turn and see if a member's recorded as an individual response. It would seem a logical extension of the functionality of a member's record if poll participation appeared there, in those cases where individual responses are recorded.

    2 votes

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  14. name event sessions

    Add text box to enable naming of individual event sessions within one event.

    2 votes

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    0 comments  ·  Events  ·  Admin →
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  15. User End Date for Recurring Donations

    Please add an end date on the users end for recurring donations.

    2 votes

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  16. Allow 'Apply for membership' button on event registration form to lead to custom link

    Hello! It would be really helpful if we could edit the system generated 'Apply for membership' button that appears during event registration, when a user who isn't logged in is registering for an event that has member-only registration types. We were recently asked to edit one of these buttons, as they lead to the first PUBLIC page with a membership application gadget of the website and in this case that page was not the new member registration page that was being used by the organization, but a sponsorship application page. We couldn't make the change for them and had to…

    2 votes

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    0 comments  ·  Events  ·  Admin →
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  17. Improve Import

    The import process is a little outdated. It needs
    - cleaner drag and drag options
    - selecting member levels for a set of records
    - able to fix erros prior to import

    2 votes

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  18. Set default email subscription settings

    When a new contact is added (even non-members), they are automatically subscribed to Event announcements and Email Blasts. There is no way to change this default. Currently, I have to go in and edit this for each contact. We should have the ability to change this default.

    2 votes

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    0 comments  ·  Emails  ·  Admin →
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  19. Reward members

    it will be good it we can check who attends the event and get some reward at the end of the year to send who is the one who participates most event. also the one who create most post on the forum, the one who reply the most this year etc...

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  20. Ability to edit event visibility from main admin page

    It would be amazing to be able to edit event visibility from the main page, instead of needing to open each event individually. This would make it easier to open registration for events that were built in admin-only view, as well as archive previous events.

    2 votes

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    0 comments  ·  Events  ·  Admin →
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