Victoria Stratton

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  1. 4 votes
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    0 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 6 votes
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    0 comments  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 109 votes
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    12 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 16 votes
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    0 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 38 votes
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    9 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Victoria Stratton supported this idea  · 
  6. 85 votes
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    22 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Victoria Stratton supported this idea  · 
  7. 292 votes
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    Work in progress  ·  122 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Victoria Stratton supported this idea  · 
    Victoria Stratton commented  · 

    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.

    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.

  8. 27 votes
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    6 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 26 votes
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    7 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Victoria Stratton commented  · 

    Hilary has a good point. We still mail tax letters but electronic versions should be secure from tampering.

  10. 10 votes
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    3 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Victoria 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 supported this idea  · 
  11. 6 votes
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    3 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 78 votes
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    3 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 34 votes
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  14. 25 votes
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    5 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 21 votes
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    12 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 30 votes
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    6 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 43 votes
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    31 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 161 votes
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    72 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Victoria Stratton supported this idea  · 
    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!

  19. 150 votes
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    46 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  20. 192 votes
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    123 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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