grace@mria
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grace@mria
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grace@mria
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I would just like to pipe in and say that my association is also interested in this module to track continuing education points. We will likely go with another CRM database because this particular functionality is not available with Wild Apricot; other than this and another issue with multiple language capability, we'd be so on board as your client. (We are a Canadian organization and need to be able to provide service to Quebec members in French.) We just love the look and feel of the user interface.
We've had to research other options and the "Continuing Professional Development" and "Accreditation Manager" modules come standard with other CRM software companies. So what we're looking for is pretty standard:
* - for us, only a sub-set of our membership have a 'designation' that requires them to accummulate a certain number of points every two years
* - the administrator needs to be able to assign points to every event we offer
* - when the member signs up for an event, these pre-assigned points are attributed and recorded to their record
* - volunteer activities such as being on the Board or a committee is also eligible for points, so if we mark down that a member is part of the Board, a set number of education points are attributed to their record
* - we can run reports to see how many points members have
* - like member renewals, based on the number of points they have from whatever set time period, members are sent automatic reminder emails to beef up those points to meet the minimum requirement
* - members, when logging into their personal page, can see how many points they have.
* - Non-Association events/activities that are eligible for points: we also need the member to be able to input events they've attended outside of our association that we would give them credit for. So the administrator would have the ability to create pre-set "general" events with pre-assigned points. Members can log in, choose one of these 'pre-set' events and would then provide additional details including title of event, date of the event and other comments.
* - Auditing members: other reporting functions could include the ability for the module to allow the administrator to choose a percentage of members that could generate a report on random members for the administrator to do an audit on. The report would include the points the members are claiming, company name and contact number so that the administrator can do random audits.