D'Ann Bartley

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30 results found

1. A place to add meeting minutes

   18 votes

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   6 comments  ·  Wishlist » Photos / Files  ·  Delete…  ·  Admin →
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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

2. Event Manager without being Event Admin

   213 votes

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   85 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
   3. Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.

   
   

   Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.

   
   

   I'd like your reaction to some of that:

   1. Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
   2. Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
   3. A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
   4. Any other concerns?

   
   

   On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.

   
   

   Please let me know your thoughts.

   
   

   Best,

   Katya Tyukina,

   Sr. Director of Product, Momentive software.

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager -… more
   D'Ann Bartley supported this idea  ·  Apr 16, 2017

3. Member to member messages

   86 votes

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   46 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   D'Ann Bartley commented  ·  Apr 16, 2017  ·  Edit…  ·  Delete…

   Why not both? Some might prefer email, others member to member chat. No reason why there couldn't be both options. :)

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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

4. Be able to followup on email recipients that did not open or click

   98 votes

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   30 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

5. Add the ability to cc and bcc people when sending an email

   76 votes

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   18 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

6. Batch update of contacts or members

   62 votes

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   37 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

7. sending emails to saved drafts

   25 votes

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   3 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

8. event sponsor

   48 votes

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   4 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

9. Want ability to choose more than 1 name at a time from contact list

   20 votes

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   3 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   D'Ann Bartley commented  ·  Apr 16, 2017  ·  Edit…  ·  Delete…

   And give the option of "Reply All" when sending a small group email, for example an email to the board of directors, when the ability to respond to a question that all can see and comment on, is desirable!

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   D'Ann Bartley supported this idea  ·  Apr 16, 2017

10. Modern way (s) of displaying picture galleries and slide shows.

    42 votes

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    1 comment  ·  Wishlist » Photos / Files  ·  Delete…  ·  Admin →
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    D'Ann Bartley supported this idea  ·  Apr 16, 2017