Michael Armata

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  1. 55 votes
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      15 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
      Michael Armata commented  · 

      We have a problem with our attendance lists: sometimes a person will sign up for a membership "Pending - New" and then register for an event. These attendees are then listed as members and owing "0.00" when in fact they owe at least the event fee if not the full Annual Membership. We have to remember to teach our people at the door to pick up on this requirement as it is not explicitly stated on the attendance report, and can be confusing for the attendee as well ex. "well, I signed up for membership and it says I am a member on your sheet: you just need to approve it. I don't owe you anything...see the $0". Customizing the report allowing extra fields (such as outstanding invoice amount) would solve this and many more of our problems, and help make registration more seamless at the event door.

      Michael Armata supported this idea  · 
    • 104 votes
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        56 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        Michael Armata commented  · 

        Alternatively, you could provide a way to create a Search based upon a combination of existing saved Searches.

        Michael Armata supported this idea  · 
      • 2 votes
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          0 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
          Michael Armata shared this idea  · 
        • 17 votes
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            6 comments  ·  Wishlist » Integration  ·  Flag idea as inappropriate…  ·  Admin →
            Michael Armata commented  · 

            This would be useful for us as well. We have many contacts and/or members who don't fill in certain information, and even if they do, the information changes as their employment & career changes and they don't update their profile. Hence, over time we often lose touch with our contacts or members (company emails change) and must manually find them on Linkedin to reconnect.

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