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Jon Carlson

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  1. 3 votes

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  2. 101 votes

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    30 comments  ·  Wishlist » Finances  ·  Admin →
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  3. 17 votes

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  4. 147 votes

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    73 comments  ·  Wishlist » Contacts  ·  Admin →
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    An error occurred while saving the comment
    Jon Carlson commented  · 

    Contact and member searches (particularly saved searches) need to be able to apply the "ANY"/"ALL" (i.e. "OR"/"AND") logic in a mixed way. For example, I might need to search for (Member Level of X OR Y) AND (Member Status is ACTIVE). That's just one simple example. Give me a way to group them and then connect the groups.

    Possible way to present the concept - chain the searches. So build one search with ANY logic, then build another search with ANY logic, then chain the two with AND logic. Something along those lines.

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  5. 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…

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    Jon Carlson commented  · 

    With the new online store, one can set up a purchase of a one time item. However, we need to be able to bill members for optional recurring services (e.g. monthly). They'd need to be able to subscribe/unsubscribe, obviously, and update their credit card etc. But a recurring item separate from membership would be useful.

    Thanks.

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  6. 6 votes

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    1 comment  ·  Wishlist » Emails  ·  Admin →
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  7. 25 votes

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    0 comments  ·  Wishlist » Finances  ·  Admin →
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  8. 9 votes

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    3 comments  ·  Wishlist » Finances  ·  Admin →
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    Jon Carlson supported this idea  · 
  9. 22 votes

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    9 comments  ·  Wishlist » Finances  ·  Admin →
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    Jon Carlson supported this idea  · 
  10. 8 votes

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    1 comment  ·  Wishlist » Emails  ·  Admin →
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    Jon Carlson shared this idea  · 

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