jewell.106

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46 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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    An error occurred while saving the comment
    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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    83 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

    Hello everyone,

    I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

    
    

    The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

    1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
    2. Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
    3. Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.

    
    

    Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.

    
    

    I'd like your reaction to some of that:

    1. Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
    2. Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
    3. A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
    4. Any other concerns?

    
    

    On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.

    
    

    Please let me know your thoughts.

    
    

    Best,

    Katya Tyukina,

    Sr. Director of Product, Momentive software.

    Hello everyone,

    I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

    
    

    The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

    1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
    2. Registration manager -… 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

    91 votes

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    36 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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20. Ability to schedule follow-up event email to attendees

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    232 votes

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    78 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Work in progress  ·  AdminGleb Kamenetsky (Product Manager, Wild Apricot by Personify) responded

    We're glad to share that this feature is currently in development.

    We've taken the feedback you provided into account — thank you for sharing it!

    The release is currently planned for Q3 2026, and we'll update this thread once the feature is live.