Kathleen

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  1. 5 votes
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    0 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Kathleen supported this idea  · 
    Kathleen shared this idea  · 
  2. 178 votes
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    74 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
    Kathleen supported this idea  · 
    Kathleen commented  · 

    If the hosting organization is offer CEU credits for an course/workshop, the event itself could be flagged for CEU credits at a certain level, i.e., the number of CEUs is set by the administrator as part of setting up the registration page.

    When attendance is confirmed - and here a new functionality would be needed on the event page or attached to the specific registration - the in-house administrator clicks a button that says "Attendance confirmed", and the individual's CEUs are recorded.

    CEUs can be accumulated in many different ways, and not just from the host organization. For instance, a professional association for engineers will accept and record CEU credits when the member submits documentary evidence of having attended a course elsewhere. If I were a member of that organization, I would want to be sure that I can see the CEU credits accumulating. If I was a manager from the association side, I would want the capacity to post credits no matter where they come from, once they are documented.

    Actually, thinking this through, this would be the best way to administer the CEUs earned by any practitioner - have the association administrator post the credits based on documents submitted. I would want to add to the fields suggested earlier, the instructor who delivered the content. Another, optional field, might include the acronym letters of the associations to whom the CEUs would be relevant. (maybe this is reaching a bit....)

  3. 448 votes
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    208 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

    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.

    Kathleen supported this idea  · 
    Kathleen commented  · 

    We have a secondary member field, but it's pretty useless. Doesn't achieve what you're looking for.

    We have used the "Bundle" feature in WA to allow us to eblast to ALL contacts within our business membership holders. It's slick. It has challenges regarding re-assigning "Bundle Administrator" status, but it has solved our communications problem.

  4. 244 votes
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    101 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
    Kathleen supported this idea  · 
    Kathleen commented  · 

    This feature, as described above in Chief Apricot's post, would be a huge leap forward in functionality for our website. When might we hope to have it available?

  5. 9 votes
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    3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Kathleen supported this idea  · 
    Kathleen commented  · 

    At the moment (June 2013), in "Invoice" view, only the name of the person who did the registration is displayed. It would be hugely helpful if the person who was registered also displayed on the invoice. It is awkward having the flip back and forth between the registration record and the invoice to view full information on the transcation.

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