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Sharon Desmond

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  1. 480 votes

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    210 comments  ·  Wishlist » Emails  ·  Admin →
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    Team Husky responded

    Sorry for the late update.

    The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.

    Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.

    For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.

    Thank you everyone for a valuable feedback.

    Sharon Desmond supported this idea  · 
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    Sharon Desmond commented  · 

    We are a small recreational facility who uses the bundle functionality to help with maintaining the multiple email address issue. In our organization, our contact record is a family. Both parents perform tasks, so in many situations we have a bundle setup where both have their own email address and login. Aside from the subscription license increasing dramatically, it suits most of our needs until it doesn't. We heavily use the renewal workflow, as well as the financials and the account statements. Our issues: 1) By using one contact record and just adding another data field to capture additional email addresses does not allow you to use the email functionality the system offers or the filtering components when sending out a targeted email; 2) the 'bundled' functionality is too loose to support our needs for email because when an action is required, the process is no longer seamless. The renewal email goes out to admin user on account. Only admin user gets notification of renewal and is the only one able to trigger the renewal workflow. Not great in practice. 3) We have 2 contact records associated with a bundle, but both have functionality to sign up for events, which is great. The downside is that the bundle functionality is weak. Admin member gets renewal workflow and renews membership while payment is waiting. Member 2 goes in to sign up for events and sees no balance info on account. She assumes there is no balance when in fact there is: it is only seen at the admin login. That flows both ways. Admin cannot see the balance for the member users. Also, the account statement feature falls apart in the same way. When one person in a bundle performs an action, it should also show/register on the admin and other assoc accounts.

  2. 198 votes

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    69 comments  ·  Wishlist » Members  ·  Admin →
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    Sharon Desmond supported this idea  · 
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    Sharon Desmond commented  · 

    Our organization would also like to see more functionality for children but for different reasons. The contact data record only has one field for children. The functionality needs to be enhanced. We need data field for child's name and associated with child DOB, for each child in a family (1-5 children). We need ability to search off these data fields. We have been able to setup events where we create custom fields for DOB within the event, but we cannot search from them. As we enter into our 4th year using events to manage our tennis program, we find we are unable to easily report on our demographics, which leaves us unable to plan for the future or recognize trends, or see if our events/programs are not successful.

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