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Nancy Clark

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  1. 8 votes

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    2 comments  ·  Wishlist » Members  ·  Admin →
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    Nancy Clark commented  · 

    for bundle memberships add a bundle join date that is maintained no matter who the BA is. Our members are organizations. I want to know how long the organization has been a member but it is also important to know how long the individual has been a member.

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  2. 87 votes

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    19 comments  ·  Wishlist » Mobile  ·  Admin →
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    Dmitry Smirnov responded

    We consider this as one of candidates for the next year.

    Nancy Clark supported this idea  · 
  3. 18 votes

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    2 comments  ·  Wishlist » Events  ·  Admin →
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    Nancy Clark supported this idea  · 
  4. 33 votes

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    Nancy Clark supported this idea  · 
  5. 255 votes

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    94 comments  ·  Wishlist » Emails  ·  Admin →
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    Nancy Clark supported this idea  · 
  6. 89 votes

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    7 comments  ·  Wishlist » Events  ·  Admin →
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    Nancy Clark supported this idea  · 
  7. 66 votes

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    15 comments  ·  Wishlist » Members  ·  Admin →
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    Nancy Clark supported this idea  · 
  8. 11 votes

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    6 comments  ·  Wishlist » Events  ·  Admin →
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    Nancy Clark supported this idea  · 
  9. 114 votes

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    54 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…

  10. 238 votes

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    136 comments  ·  Wishlist » Events  ·  Admin →
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    Nancy Clark commented  · 

    We definitely want this ability. The discount code functionality available for new membership applications needs to be expanded to include renewals and event registration.
    The current registration code option does not account for member versus non-member and without additional expenses, explanation & user confusion, trying to establish codes to identify all of the possible combinations does not prevent a non-member from getting a member rate. We use our annual meeting to promote membership, members get a reduced rate to attend and can get an additional discount if they register early.
    We would like to offer different promotional (discount) codes in email versus printed material so we can track what drives them (print or email) to register for our meeting and we will give them a % or fixed dollar discount when they enter a valid code.

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  11. 60 votes

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    27 comments  ·  Wishlist » Finances  ·  Admin →
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    We’re collecting comments and votes for now, no actual development is planned so far

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    Nancy Clark commented  · 

    Improve Bundle Membership – recognize the company name as a member and suggest to an individual they request to be linked for member benefits. Provide ability to email bundle admin with all linked members info to prompt them to update their profiles online. Provide ability to register multiple linked members for a meeting & get 1 invoice. Select the individuals from a list of linked records, enter registration form information for each & guest info.

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  12. 230 votes

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    Nancy Clark commented  · 

    One of our associations, CEUs are counted based on meeting attendance. Another association tracks specific requirements towards certification based on optional training sessions they attend during the annual conference.

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  13. 486 votes

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    211 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.

    Nancy Clark supported this idea  · 
  14. 182 votes

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    68 comments  ·  Wishlist » Events  ·  Admin →
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    Nancy Clark supported this idea  · 
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    Nancy Clark commented  · 

    We are desperately seeking a bundle registration solution. We manage several associations with bundle memberships.

    How about providing the Bundle Administrator with the ability for group registrations? This person would be able to see all of the members "linked" to their membership just like the list in their profile. If you allow group registrations(create a parameter), the bundle administrator can log in, go to event registration and see the list of the members linked to their membership. Select a name from the list and then go through the registration process for that person. Then have the option to register another person from their bundle. The registration information is tied to the individual but the invoice is tallied and tied to the bundle administrator for 1 payment after completing the registration for however many people will attend the event. We would be happy to discuss possible solutions to ease the registration process for bundles.

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