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Richard Sipley

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  1. 45 votes

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    Richard Sipley commented  · 

    I agree. We need full ‘finance admin’ permissions for our Treasure. He should be able to handle all of the functionality under the Finance tab on the website, including changing the credit card number associated with our site. It’s risky to give an untrained person full admin permissions. This is a high priority request for our organization.

  2. 76 votes

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    Richard Sipley supported this idea  · 
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    Richard Sipley commented  · 

    We would like to poll event attendees - members & guests using the event attendee list. Limiting it to just members limits the feedback opportunity and doesn’t support new member recruitment. And, members should not have to log in to take the poll!! Having that as a requirement may cause members not to respond.

  3. 14 votes

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    2 comments  ·  Wishlist » Members  ·  Admin →
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    Richard Sipley supported this idea  · 
  4. 114 votes

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    54 comments  ·  Wishlist » Members  ·  Admin →
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    Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.


    As I understand, there are 2 sides of the problem: 

    1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.

     - This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.

     - You can easily filter down any members you need with advances search by that extra field.


    2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.


    Am I missing something? Will the…

    Richard Sipley supported this idea  · 
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    Richard Sipley commented  · 

    Our organization uses a membership structure of Individual Membership and Joint (Dual) membership. While we are currently using the Batching process to handle Joint Membership requirements, it's very cumbersome when it comes to event registration where a spouse is treated as a guest rather than a member. This results in inaccurate registrations which requires the web administrator to correcting invoicing, payments and/or handle registrations for members manually.

    Our requirement for Joint Member event registration is that a registration automatically results in both husband/wife being registered with appropriate invoicing and payment for the joint registration fees.

  5. 47 votes

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    Richard Sipley supported this idea  · 
  6. 9 votes

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    Richard Sipley shared this idea  · 
  7. 3 votes

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    0 comments  ·  Wishlist » Events  ·  Admin →
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    Richard Sipley shared this idea  · 
  8. 207 votes

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    70 comments  ·  Wishlist » Members  ·  Admin →
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    Richard Sipley commented  · 

    Our organization has a large number of 'joint memberships' for husband/wife members. To handle this in WA, we need to use 'bundles'. While this concept works, it's confusing to our members, challenging when adding members and almost impossible for bundle administrators to manage on their own - particularly if they are trying to restore their membership from archive after lapsing into past due status. I would like WA to recognize joint memberships and simplify event registration, membership additions, billing and overall membership management for these types of accounts.

    Richard Sipley supported this idea  · 

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