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  1. 21 votes

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    8 comments  ·  Wishlist » Emails  ·  Admin →
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  2. 44 votes

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    15 comments  ·  Wishlist » Contacts  ·  Admin →
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  3. 16 votes

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    2 comments  ·  Wishlist » Dashboard  ·  Admin →
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  4. 19 votes

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    4 comments  ·  Wishlist » Emails  ·  Admin →
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  5. 124 votes

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    68 comments  ·  Wishlist » Members  ·  Admin →
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  6. 123 votes

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    16 comments  ·  Wishlist » Events  ·  Admin →
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  7. 135 votes

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  8. 152 votes

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  9. 196 votes

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    79 comments  ·  Wishlist » Events  ·  Admin →
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  10. 225 votes

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    75 comments  ·  Wishlist » Events  ·  Admin →
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  11. 237 votes

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    136 comments  ·  Wishlist » Events  ·  Admin →
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  12. 248 votes

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    48 comments  ·  Wishlist » Members  ·  Admin →
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  13. 312 votes

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    77 comments  ·  Wishlist » Events  ·  Admin →
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  14. 369 votes

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    175 comments  ·  Wishlist » Events  ·  Admin →
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    I merged another very similar thread into this one, they should be solved together – the registration to multiple events should be simple and fast if possible. There are a number of suggestions in comments on how to achieve this.

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  15. 361 votes

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    We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.


    Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?


    Some more details:

    We can implement donations during event registrations/membership renewals for online payments - not a problem. 

    But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.


    So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected. 


    This way administrators would…

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  16. 8 votes

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    0 comments  ·  Wishlist » Reporting  ·  Admin →
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  17. 146 votes

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    56 comments  ·  Wishlist » Finances  ·  Admin →
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    I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.

    Couple of details about how we designed it:

     - it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)

     - as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well

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    Melissa commented  · 

    Is there any update on this request? It has been wanted for almost 12 years. Other systems in the Personify family do this.

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    Melissa commented  · 

    It would be nice if this worked liked Quickbooks Online (QBO). You can send the invoice via email (within the email) and then a PDF attached goes with it or there is a link for the PDF attachment. Most companies do want an actual letter sized invoice with invoice across the top of it.

  18. 36 votes

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    6 comments  ·  Wishlist » Events  ·  Admin →
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  19. 26 votes

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  20. 39 votes

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    8 comments  ·  Wishlist » Finances  ·  Admin →
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