Nathan
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32 votesNathan
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An error occurred while saving the comment An error occurred while saving the comment Nathan
commented
Hi guys,
When you go to the main member list overview page, it has (Bundles) after the total column, and each row under that will tell you have many bundle members you have.
Would it be possible to extend that functionality to more of the columns, especially to Active, Renewal Overdue, Lapsed, and Pending Renewal?
Since the bundle is our real membership number in financial terms, it is more helpful when considering finances to be able to quickly get that number than the number of member contacts under each bundle.
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22 votesNathan
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Nathan
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36 votesNathan
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An error occurred while saving the comment Nathan
commented
I am getting around this somewhat by editing the Events page and just inserting text about events that we do not yet have full details on.
It doesn't allow anyone to register, obviously, but until there is a date, most people won't register anyhow.
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86 votesNathan
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An error occurred while saving the comment Nathan
commented
Thanks much, I think it would be enormously helpful. There are still a couple of emails that I haven't tracked down settings for in the system!
An error occurred while saving the comment Nathan
commented
Hi guys,
Would it be possible to create a single setting page that has all system emails on it? There is a page or two that has a lot of them, but every time I think I have found them all, I discover another one.
It'd be great to have 1 page with a list of all of them and a quick description so you can easily find a rogue email and correct it.
Thanks!
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45 votesNathan
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An error occurred while saving the comment Nathan
commented
For the time being, I'm setting up our Treasurer as the Donations manager, as I think that will provide a lot of the access he needs.
For our purposes, the event managers and membership managers will likely handle most of the refunds and so forth for their respective areas. Our treasurer mostly just needs to be able to access the records, download them, etc.
An error occurred while saving the comment Nathan
commented
Is it possible to add "Finance manager" to the current membership manager, event manager, donations manager, and website editor?
It would be nice to be able to give access to that tab only to people who needed it. I can't find a way to do this currently.
At least for me, it would be helpful to have both the membership number and the bundle number in most if not all columns. So: 243 (52) instead of just 243.
The larger number, when it comes to bundled membership levels, doesn't really tell me much about how many have not renewed. The member number might be 200, but the actual number of bundles that have not renewed comprising that number might be only 10 with 20 members each.
Does that make any sense?
Our org website is ceany.org