Liz

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  1. 95 votes
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    28 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    We’re looking into this request in much broader context – we want to simplify overall management of contacts, lists, saved searches. Saved search should be perceived as smart lists and provide quick access to various contact and member groups.

    Liz commented  · 

    I agree with combining the Contact and Member tabs. We track many people that are not members of ours - local company contacts, government contacts, other association contacts, etc. - and in order to group them, we had to create a Member Level called Non-Member Contact, and then create Member Groups to sort them into. This is really confusing for our admins, but is the only way I can see to get that extra functionality for these contacts. Splitting the fields and the saved searches between contacts and members only further complicates matters, as admins may unwittingly end up in the wrong place. If you navigate from the Member List to an individual account, it automatically switches you to the Contact tab in the main menu (even while on the Membership tab in the user's individual account), making it confusing to get back to the Member List. Ideally, a Contact should simply be a lowest-permission, $0, endless-until-changed "Member Level." Then the Contact and Member tabs could be merged. People in the specific Member Level of "Contact" would not count toward the total number of members for WA billing purposes.

    Liz supported this idea  · 
  2. 87 votes
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    30 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
    Liz commented  · 

    Field validation is important to our organization to keep our data clean and organized. Common fields (e.g. phone, zip code) would be a great start, but I agree with Evgeny - giving the administrator a way to input custom validation via regular expressions or js is the way to go. Then a help page could be created that shows a list of common expressions/code snippets that Admins can enter. And if an Admin needs a validation that's not on the list, they can ask the community for assistance creating the code they need. This way the WA coders aren't baking in every possible validation to all instances of WA.

  3. 107 votes
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    26 comments  ·  Wishlist » Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  4. 156 votes
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    72 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  5. 87 votes
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    27 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  6. 95 votes
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    66 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  7. 213 votes
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    54 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 28 votes
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    6 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Liz commented  · 

    I would like to be able to add menu items that link to any specified URL, including pages within the site. While I think good design often eliminates the need for duplication, sometimes a page needs to be linked to in multiple locations for user-friendliness. For example, if a main menu item has a drop-down (secondary menu), sometimes people don't realize they can click on the main menu item and only look in the drop-down options. A main menu item of "Become a Member" could link to the same page as the drop-down option "How to Join." Also, it'd be nice to be able to add menu links to different anchors on a single page, and to be able to link to files, e.g. PDFs, so that we can list items such as our Bylaws in the menu.

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  9. 118 votes
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    54 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 56 votes
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    31 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Liz commented  · 

    This would be immensely helpful, as our organization lists many community events in addition to our own.

    The tag information is already stored in the back end. Based on this info, the system could theoretically apply a CSS class to the div that sets the background color for the event in the calendar. E.g. <div valign="top" style="height:9;overflow:hidden;" class="event-custom-tag"> Then admins could at least adjust the CSS manually for each event tag to suit their needs (e.g. color, font size/style, etc.).

    I'm not sure which HTML tag it would need to be applied to in the list view, but it looks like it should be <li class="boxesListItem" id="idUpcomingEvent_#######">. Again, this would just need an extra class that is the custom event tag so that the CSS can be controlled on a per-tag basis.

    It would also be nice to display a key underneath the calendar, so that the members see the different color-coded "tag" categories. Ideally they would also be able to click on/off these categories to filter what shows in the calendar (instead of having multiple pages with different calendars showing different categories/tags). But I know this would be more difficult to implement.

    Liz supported this idea  · 
  11. 293 votes
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    64 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  12. 78 votes
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    46 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
    Liz commented  · 

    This would be immensely helpful. The log should record the change date, the admin or user that made the change, what field(s) were changed, and what it was before/after. Optimally, it should also have a Notes text area so that the person who made the change can log why the change was made (e.g. member called in with updated info, fixed a typo, etc.). This is especially important to us since we are a retirement association and members often don't remember the changes that they've reported to us. I've created custom fields so we can at least record the very last change to a record, but this is both inefficient for admins (have to go in and edit a separate section of the member's profile, enter in that day's date, note what type change, etc.) and doesn't keep a history of changes.

    Liz supported this idea  · 
  13. 31 votes
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    8 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  14. 68 votes
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    1 comment  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  15. 190 votes
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    70 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
    Liz commented  · 

    Thank you Evgeny for the comment and support. Yes, I saw several other posts requesting specific permission sets, and figured this would be a good way to address everyone's admin permission needs, including our own organization's. Thanks for the consideration.

    Liz shared this idea  · 
  16. 82 votes
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    24 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
  17. 5 votes
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    1 comment  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Liz commented  · 

    Our association uses a unique ID number issued by another organization. Many of our members do not have email, so it would be useful to check that this custom field is unique.

    Liz supported this idea  · 
  18. 132 votes
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    42 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
    Liz supported this idea  · 
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