Ruthi

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  1. 27 votes

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    9 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →

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    Ruthi commented  · 

    Sorry if I wasn't clear before.

    In addition to our membership and one-off events (work great, thanks!), we also have

    1. Weekly programs and
    2. Series of events say 4-8 sessions.

    Example of (1): We have Seniors clubs that meet once a week. I've put it in as a repeating event because that way it shows up on our monthly calendar. For this I'd like to register volunteers and participants, it's pretty much the same people each week.

    What we would like to be able to do is take attendance each week so we'll have statistics for volunteering, participant attendance and so on. The way it's structured right now is that if we tick someone as being 'in' it marks them as attending all sessions.

    Example of (2): This year we ran a series of lectures on women's health, each one with a different focus. Anyone who wanted to sign up for more than one had to register separately for each event. We'd like to make it easier for people just to tick off which ones they're interested in, and perhaps make some sort of a package deal for people coming to all, or x number of events.

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    Ruthi commented  · 

    Yes we need this as sometimes we have a series and people don't want to be bothered signing up for each one separately.

    Also - this is slightly different - we have for example seniors program once a week. I've made it a repeating event but the check in is only once. It's the same people each time, but we want to take attendance so they would need to check in separately for each session.

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  2. 81 votes

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    49 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

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    Ruthi commented  · 

    First, I haven't been able to take out a range of donations by date or amount. Is it possible that this isn't an option at present? Now I just export ALL donations to Excel and chop off what I don't need.

    Second, we need to be able to sort donations by type, member et cetera. Especially as our organisation has 2 entities: one is tax-deductible and the other is not (depends on purpose of donation - some of our projects are overseas and not eligible).

    Now we can just auto-send a generic donation receipt and our bookkeeper has to create a manual receipt for tax purposes as needed. If donors could choose donation destination and get a receipt in accordance with that destination that would be very helpful (also would help our bookkeepter sort donations!).

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  3. 22 votes

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    5 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →

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    Ruthi commented  · 

    Don't know what the wording should be but people do get confused on a regular basis, when asked 'number of guests' some think this includes them. Additional registrants?

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  4. 63 votes

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    35 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

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    Ruthi commented  · 

    When the invoice is sent for renewal, that's great as it has a direct payment link which doesn't require a password. Not only does it make renewing easier (especially for our members who 99% of them never sign in) but they can forward the email to another person to pay (husband, PA, whatever).

    The problem is with the reminders, which just say to log in to pay - someone who didn't see or bother paying the invoice the first time isn't going to go through all that, or go back and look for the original email with the link.

    So... would it be possible to automatically (or make it an option to) include the same payment link in follow up reminder emails? Perhaps with a statement or a copy of the invoice.

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  5. 143 votes

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    74 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →

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    Ruthi supported this idea  · 
  6. 476 votes

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    210 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

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    Team Husky responded

    Sorry for the late update.

    The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.

    Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.

    For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.

    Thank you everyone for a valuable feedback.

    Ruthi supported this idea  · 
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    Ruthi commented  · 

    It seems to me that a major limitation of WA is that an account is pretty much defined by their email address. There is the user ID but an email can't be duplicated across contacts, and the system will only recognise 1 email per contact.

    If I'm registering someone without email for an event, WA won't let me add them as a registrant via the event itself unless I've already created an account for them. So I have to back out of the event, go to Contacts, create the account then register them.

    We have contacts with several email addresses (private, work, etc). I have to make 2 contacts and label one of them private and one of them work, which is messy (and uses up 2 contacts).

    People also do forget which email address they're using and complain about not being able to access member benefit, but tbh that will happen with any system they're using not just WA. Don't know what the answer is to that one :)

    We also have contacts where more than one person shares an email address (usually older couples), but we do need to contact them separately. (for example one is a member, one is a donor or so on). I have to leave out the email for one of them and then they don't get all communications.

    If you can 'unhook' the email and the account identity that would be great so there can be multiple emails per contact / multiple contacts per email.

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