Victoria Stratton
My feedback
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106 votesVictoria Stratton
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16 votesVictoria Stratton
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38 votesVictoria Stratton
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85 votesVictoria Stratton
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275 votesVictoria Stratton
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Victoria Stratton
commented
Yes! We have Honorary Lifetime members whose Renewal Due is "never." When the Board asked me how many members we had on a certain date, I searched on Renewal due on or after, but had to just count the Lifetime separately and add that to the total.
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26 votesVictoria Stratton
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25 votes
Evgeny Zaritovskiy
responded
Thanks for posting, we will be collecting comments for now.
Victoria Stratton
commented
Hilary has a good point. We still mail tax letters but electronic versions should be secure from tampering.
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9 votesVictoria Stratton
commented
I see the need for two acknowledgments. One immediately after (any) payment to simply confirm receipt from payer. We also send a thank-you letter to donor after the first of the next year for tax purposes. We currently do not use WA’s donation letter, as we have a history of mailing a hard copy letter. I export to Excel (with some issues) and merge to Word (with some manual tweaking). With multiple donations in a year from the same donor, we send one letter with separate listings of each donation. Because of those issues, we might want to move to WA’s email letter if it would work with manual donations. We would customize it to include our own mix of legal, factual, and appreciatively flowery language. We would like to send a year’s batch at the same time. I would ask that you make it work, not eliminate it. Thank you.
Victoria Stratton
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6 votesVictoria Stratton
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78 votesVictoria Stratton
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34 votesVictoria Stratton
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25 votesVictoria Stratton
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21 votesVictoria Stratton
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30 votesVictoria Stratton
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43 votesVictoria Stratton
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160 votesVictoria Stratton
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Victoria Stratton
commented
Our organization is not using WA at all for events due to the early bird, senior/student, member/non-member, and presenter discount categories needed. I would like events to be in WA!
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149 votesVictoria Stratton
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184 votesVictoria Stratton
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132 votesVictoria Stratton
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305 votesEvgeny Zaritovskiy
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I merged another very similar thread into this one, they should be solved together – the registration to multiple events should be simple and fast if possible. There are a number of suggestions in comments on how to achieve this.
Victoria Stratton
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I'm not sure if this is the right place to say that we need to capture member data from past points in time. How many members on this day two years ago and one year ago and now,e tc. Board terms are two years and change in the summer so we sometimes have a specific dates we would like to compare statistically.