Scott Kolar

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1. Customize event registration form, fields for each event ticket type

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   218 votes

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   90 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Scott Kolar supported this idea  ·  Jan 28, 2019

2. Return to recently used folder after inserting file or image

   13 votes

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   5 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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   Scott Kolar commented  ·  Nov 10, 2018  ·  Edit…  ·  Delete…

   Allow administrators to set the default folder for the File Tool. Right now opening the File tool always defaults to the Resources/Documents folder. Allow us to set a default folder. Alternatively, having it default to the last used folder would be work also.

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   Scott Kolar supported this idea  ·  Nov 10, 2018

3. Document Library Gadget

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   159 votes

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   76 comments  ·  Wishlist » Gadgets  ·  Delete…  ·  Admin →
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   Evgeny Zaritovskiy responded

   No progress

   Scott Kolar supported this idea  ·  Nov 10, 2018

4. Event Manager without being Event Admin

   213 votes

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   85 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
   3. Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.

   
   

   Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.

   
   

   I'd like your reaction to some of that:

   1. Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
   2. Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
   3. A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
   4. Any other concerns?

   
   

   On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.

   
   

   Please let me know your thoughts.

   
   

   Best,

   Katya Tyukina,

   Sr. Director of Product, Momentive software.

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager -… more
   Scott Kolar supported this idea  ·  Feb 20, 2018

5. Ability to Search Custom Event Registration Fields

   22 votes

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   3 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Scott Kolar supported this idea  ·  Feb 20, 2018

6. allow date ranges or beginning & ending events for the export registrants report to be

   9 votes

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   0 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Scott Kolar supported this idea  ·  Feb 20, 2018

7. Export of information presented on dashboard

   8 votes

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   4 comments  ·  Wishlist » Dashboard  ·  Delete…  ·  Admin →
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   Scott Kolar supported this idea  ·  Feb 20, 2018

8. Enable reporting on recent event attendance

   13 votes

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   1 comment  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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   Scott Kolar supported this idea  ·  Feb 20, 2018

9. Event History Analysis

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   0 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Scott Kolar supported this idea  ·  Feb 20, 2018

10. Membership Details on Event Export Reports

    47 votes

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    19 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

11. Customize the Attendance Report

    71 votes

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    21 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

12. Add report on event payments by tender [9008]

    7 votes

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    13 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

13. Event Registration Report Email(s)

    23 votes

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    3 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

14. Ability to export detailed list of all Events

    50 votes

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    26 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

15. Event attendance comparison report

    20 votes

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    8 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

16. A quick way to tally event registrants from previous years

    4 votes

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    0 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

17. Activity Feed on Dashboard

    16 votes

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    4 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

18. More flexible report formatting and search options

    7 votes

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    0 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

19. custom reporting

    60 votes

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    4 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Feb 20, 2018

20. Different Form Options for Guests

    7 votes

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    5 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Kolar supported this idea  ·  Apr 4, 2017