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PAmela Graham

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  1. 245 votes

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    58 comments  ·  Wishlist » Members  ·  Admin →
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  2. 201 votes

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  3. 23 votes

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    6 comments  ·  Wishlist » Emails  ·  Admin →
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  4. 15 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  5. 74 votes

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    18 comments  ·  Wishlist » Emails  ·  Admin →
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  6. 20 votes

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    4 comments  ·  Wishlist » Members  ·  Admin →
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  7. 15 votes

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    1 comment  ·  Wishlist » Forums  ·  Admin →
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  8. 147 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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  9. 7 votes

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    0 comments  ·  Wishlist » Finances  ·  Admin →
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  10. 29 votes

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    19 comments  ·  Wishlist » Members  ·  Admin →
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    PAmela Graham commented  · 

    There is insufficient flexibility in the ability to customise renewal dates and payment date options. We operate on a Calendar year fee basis, but give options for people to pay up to 1st April, or in certain cases in instalments. The current options do not allow for 'twice a year' to be eg 1 Jan and 1st April, or 15 Jan, 15 Feb, 15 Mar and then stop. We are 'seasonable' and want people to pay before the season starts in April. We also need member profile to describe the 'subscription period' not as 1 year, but as 'calendar year 1 January-31 December, otherwise it is just confusing for our members as we set our renewal date to April 1 to generate the auto invoices and reminders to have paid by 1 April.

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  11. 85 votes

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    43 comments  ·  Wishlist » Contacts  ·  Admin →
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    PAmela Graham commented  · 

    As a sailing club our member profiles contain fields about the boats they register (and therefore have to pay for!) In the absence of an automatic notification of changes to these fields we are unable to offer a self-serve 'boat changes' option. Instead Members have to email a separate form outside WA to admin (all volunteers!) to update the profile. This is an extra admin level both members and admin could do without. An auto email triggered by a change in nominated fields would allow the admin to go in and just issue the invoice when member has updated own profile. Please consider this as a priority. I see you have been collecting comments for 2 years!!

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  12. 32 votes

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    18 comments  ·  Wishlist » Members  ·  Admin →
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    Updated title to reflect that it’s not just about levels copying – which is about adding new levels, but also about copying of (some) settings from one level to some or all others

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    PAmela Graham commented  · 

    I have almost 50 levels in order to cope with both our different membership levels and different 'family' bundles, some with/without 'extras'. Only 2 are available to new applicants as they must be approved manually and then allocated to the appropriate membership level. Creating and adding the information - fields/renewal information etc was very tedious without a copy or duplicate facility and the ability to make minor changes to the level 'name' and a few other fields. Similarly it would be great to have a copy facility for membership fields when they are sometimes the same set up (with minor field name changes). At the moment I also find it frustrating to add new field and then have to go through all 50 levels because the first 'select all' option doesn't then let me uncheck the 2 levels it doesn't apply to.

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  13. 36 votes

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    31 comments  ·  Wishlist » Members  ·  Admin →
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  14. 65 votes

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    6 comments  ·  Wishlist » Members  ·  Admin →
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    PAmela Graham commented  · 

    This would be useful as there are discounts available for longstanding members, not those who opt in and out of membership every few years but where they still show up as continuous membership.

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  15. 251 votes

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  16. 4 votes

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    3 comments  ·  Wishlist » Members  ·  Admin →
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    PAmela Graham commented  · 

    Katya, sorry I don't understand your answer here.
    I too have an issue if Members think they are sending an email to a Club Official using this function, and this is not the actual function available.
    I actually need Members to be able to notify us of certain changes rather than using a self-serve option to edit profile for all fields because some changes link to extra charges and we need to generate another invoice manually if these change during the membership year. I would therefore be happy if Members can include a 'send an email to notify changes' from their profile, but am not sure how this can be communicated to Members without confusion with existing function. So how can the purpose and recipient of the email be indicated on the profile form please? Thank you. Pamela

  17. 13 votes

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    1 comment  ·  Wishlist » Members  ·  Admin →
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  18. 56 votes

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    16 comments  ·  Wishlist » Members  ·  Admin →
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  19. 15 votes

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    6 comments  ·  Wishlist » Events  ·  Admin →
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  20. 83 votes

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    3 comments  ·  Wishlist » Emails  ·  Admin →
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