casli
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7 votes
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1 vote
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1 vote
An error occurred while saving the comment I would like to address an issue again related to the invoice form for the membership renewal process.
Unfortunately, we are unable to create and save multiple invoice templates. Currently, there is only one standard invoice form. While I can manually edit the invoice form when needed, I am unable to do so when members renew their membership on their own. In those cases, the invoice automatically displays the word "Extras" in the second row for affiliate chapters, like this:
Extras: Affiliate Chapter ASL-English Interpreter Charge – (name of affiliate chapter)
Some members find this confusing because they are required to pay both CASLI and one of the seven affiliate chapters. As administrators, we are unable to remove the word "Extras" from the invoice ourselves. Our request is to have the ability to remove or customize the word "Extras" on the invoice.
Additionally, if members join more than one affiliate chapter, the total cost is shown in one row, like this:
Extras: Affiliate Chapter ASL-English Interpreter Charge – (name of affiliate chapter, other affiliate chapter, other affiliate chapter)
We would prefer to see separate rows with the individual costs listed, along with the total at the bottom.
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7 votes
Concerning information security from membership list, I was told I cannot disable email notification for "Export file is ready for download". What I mean is when I click the following
Contacts > Saved Searches > Run > Export
Also, Members > Export all
I would receive an email notification that the export file is now ready for download. It is really unnecessary to receive the email notification because I am working on the list at that time. As you know email is never secure, I really prefer to disable the email notification. The membership list should not be sent by email.
We would appreciate your consideration for the improvement. If this improvement has happened, please let me know.
Thank you.