jewell.106

My feedback

45 results found

1. Access to income report detail/Drill down reports

   30 votes

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   14 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   jewell.106 supported this idea  ·  Jan 7, 2016

2. Reports to include info from custom fields

   25 votes

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   1 comment  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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   jewell.106 supported this idea  ·  Jan 7, 2016

3. Mark invoice as already emailed

   47 votes

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   4 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Team Payments responded

   Due to priorities shift we had to put this issue on hold.
   We’ll post any updates as we have them

   Oleg, Product Owner @ Payments crew

   jewell.106 supported this idea  ·  Jan 7, 2016

4. More flexible report formatting and search options

   7 votes

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   0 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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   jewell.106 supported this idea  ·  Jan 7, 2016

5. List all event attendees individually on the Attendance Reports

   36 votes

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   6 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   jewell.106 supported this idea  ·  Jan 7, 2016

6. Social Media Connections in Member Profile

   23 votes

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   7 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   jewell.106 supported this idea  ·  Jan 7, 2016

7. event payment reminders

   126 votes

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   16 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   jewell.106 supported this idea  ·  Jan 7, 2016

8. Add Boolean logic to Advanced Search

   148 votes

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   74 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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   Evgeny Zaritovskiy responded

   Old design proposal, not working on it yet and can be changed if we start working on it – https://drive.google.com/file/d/0B0f9kMyQqlBsZ3FQOWRiMERRNkk/view?usp=sharing

   jewell.106 supported this idea  ·  Jan 7, 2016

9. Field Specific Options when Merging Contacts

   3 votes

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   0 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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   jewell.106 supported this idea  ·  Jan 7, 2016

10. File attachments in emails

    63 votes

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    22 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    jewell.106 supported this idea  ·  Jan 7, 2016

11. advanced search filters for member group management

    23 votes

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    6 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    jewell.106 commented  ·  Jan 7, 2016  ·  Edit…  ·  Delete…

    Add members to a membership group based on the results of a search, such as creating a group at the end of the year of all members in that year or all attendees from an event

    Save Submitting...
    jewell.106 supported this idea  ·  Jan 7, 2016

12. Event Manager without being Event Admin

    213 votes

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    87 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Work in progress  ·  AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

    Thank you to everyone who shared feedback on this idea. It shaped the design, and gave us the detail that made it workable.

    The feature is in development. Here is what it will include:

    • A new Event organizer role, separate from Event manager, so someone can run specific events without access to the rest of the account and other events.
    • Three access levels, chosen per event: Check-in assistant, Registration manager and Event lead. Each level has own restrictions and designed accordingly.
    • Organizer(s) are assigned on the Event details by Full administrators and Event managers.
    • Organizers can’t see Contacts, Financial information, Emails and other pages. Only assigned events.
    • A separate release of the mobile Admin app will follow shortly after the web release, to support the new role.

    
    

    We’re aiming for a release in late November or December 2026. Dates may still move as we finish testing. We’ll post here when we have an update.

    
    

    Thanks again for the feedback and have a good day!

    Katya Tyukina.

    
    

    Thank you to everyone who shared feedback on this idea. It shaped the design, and gave us the detail that made it workable.

    The feature is in development. Here is what it will include:

    • A new Event organizer role, separate from Event manager, so someone can run specific events without access to the rest of the account and other events.
    • Three access levels, chosen per event: Check-in assistant, Registration manager and Event lead. Each level has own restrictions and designed accordingly.
    • Organizer(s) are assigned on the Event details by Full administrators and Event managers.
    • Organizers can’t see Contacts, Financial information, Emails and other pages. Only assigned events.
    • A separate release of the mobile Admin app will follow shortly after the web release, to support the new role.

    
    

    We’re aiming for a release in late November or December 2026. Dates may still move as we finish testing. We’ll post here… more

13. Allow event reports by company name vs. contact name

    7 votes

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    0 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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14. track behaviour of members on our website - e.g. what pages are most viewed by various member roles

    44 votes

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    4 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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15. Add the ability for multiple group participation (chapters, committees etc).

    13 votes

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    0 comments  ·  Wishlist » New features  ·  Delete…  ·  Admin →
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16. Membership Details on Event Export Reports

    47 votes

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    19 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    jewell.106 supported this idea  ·  Feb 5, 2016

17. Show the "Changes History" button to any admin on pages where they have update rights

    7 votes

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    0 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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18. It is not possible, between the renewal date and cut-off date, to obtain a list of members who have renewed - only the number of renewals.

    21 votes

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    5 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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19. Condition-based display of fields for multi-level questions

    93 votes

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    38 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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20. Allow me to add fields to the Event Registration form that event organizers populate and use to populate emails to registrants

    10 votes

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    0 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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