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William Herman

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  1. 87 votes

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    William Herman supported this idea  · 
  2. 29 votes

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    2 comments  ·  Wishlist » Reporting  ·  Admin →
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    Frank responded

    Tell us more.

    William Herman supported this idea  · 
  3. 41 votes

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    8 comments  ·  Wishlist » Events  ·  Admin →
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    William Herman supported this idea  · 
  4. 7 votes

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    0 comments  ·  Wishlist » Finances  ·  Admin →
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    William Herman supported this idea  · 
  5. 86 votes

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    3 comments  ·  Wishlist » Emails  ·  Admin →
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    William Herman supported this idea  · 
  6. 213 votes

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    85 comments  ·  Wishlist » Events  ·  Admin →
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    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 -
    William Herman supported this idea  · 
  7. 6 votes

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    William Herman supported this idea  · 
  8. 34 votes

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    William Herman supported this idea  · 
  9. 19 votes

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    William Herman supported this idea  · 
  10. 54 votes

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    William Herman supported this idea  · 
  11. 42 votes

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    William Herman supported this idea  · 
  12. 116 votes

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    56 comments  ·  Wishlist » Members  ·  Admin →
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    Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.

    As I understand, there are 2 sides of the problem: 

    1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.

     - This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.

     - You can easily filter down any members you need with advances search by that extra field.

    2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.

    Am I missing something? Will the…

    William Herman supported this idea  · 
  13. 21 votes

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    5 comments  ·  Wishlist  ·  Admin →
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    William Herman supported this idea  · 
  14. 159 votes

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    76 comments  ·  Wishlist » Gadgets  ·  Admin →
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    William Herman supported this idea  · 
  15. 124 votes

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    William Herman supported this idea  · 
  16. 111 votes

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    William Herman supported this idea  · 
  17. 17 votes

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    William Herman supported this idea  · 
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