Beverly Hicks

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  1. 156 votes
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    57 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Beverly Hicks supported this idea  · 
  2. 12 votes
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  3. 29 votes
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    28 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →

    For now, this is not something we’re going to change – not sure if ever.
    Workaround to use: create a special “entry” free level to apply to, and close “normal” ones for application. For the entry level, create also a dropdown field where a potential member can choose a level they want to apply to. Add other fields you need to assess the application. When application is successful, your admin is to change membership level to required one and generate membership invoice (membership upgrade invoice). The member will be emailed with the invoice and can pay.

    Beverly Hicks commented  · 

    In an all volunteer organization we have a hard enough time getting someone to take on the board position of membership. Because of the type of organization we need to make a phone call to speak to the applicant prior to accepting their application. I loved the idea of collecting their payment information with their application but not processing it until approval. In a previous program it automatically invoiced them once approved. They paid and then had access.
    Either of these options works for us but the current situation involves so many extra steps on the part of the Membership chair it becomes a problem. In addition if we have to refund annual dues after making a phone call this complicates it further including adding the treasurer in the mix as well.

    The free level and then invoice negates the automatic nature of the program as they have to be manually approved after payment.

    We vote for a correction of this feature.

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