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Matt Shriver

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  1. 11 votes

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    0 comments  ·  Wishlist » Events  ·  Admin →
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    Matt Shriver supported this idea  · 
  2. 33 votes

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    14 comments  ·  Wishlist » Members  ·  Admin →
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  3. 159 votes

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    75 comments  ·  Wishlist » Gadgets  ·  Admin →
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  4. 47 votes

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    4 comments  ·  Wishlist » Finances  ·  Admin →
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    Team Payments responded

    Due to priorities shift we had to put this issue on hold.
    We’ll post any updates as we have them

    Oleg, Product Owner @ Payments crew

    Matt Shriver supported this idea  · 
  5. 38 votes

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    9 comments  ·  Wishlist » Widgets  ·  Admin →
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    Matt Shriver shared this idea  · 
  6. 3 votes

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    5 comments  ·  Wishlist » Contacts  ·  Admin →
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    Matt Shriver supported this idea  · 
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    Matt Shriver commented  · 

    I need to communicate with a subset of members who still owe an installment payment for an event. The balance amount's value is indicative of whether they have paid the installment or not. By isolating those that have not yet paid it (i.e., their balance amount is $XX.00), I can create one email requesting payment that is tailored to each of them.

    Lacking this search criteria capability, I had to export the whole list of members meeting most of the criteria, sort the data in Excel, highlight those I needed to communicate with, and then - one-by-one - create an email to each (using copy and paste of email text that included macro fields for names).

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  7. 203 votes

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    Matt Shriver supported this idea  · 
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    Matt Shriver commented  · 

    Another challenge to this workaround is that it does not provide effective receivables tracking. Therefore we can't manage the unpaids effectively.

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    Matt Shriver commented  · 

    Ed-

    Thanks for pointing out that limiting factor.

    Jim

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    Matt Shriver commented  · 

    Teri- Thank you so much for offering that workaround ... I've been calculating just how long it would take me to initiate the renewals one-by-one, and the resulting effort seemed gargantuan given our census. Thanks! Jim

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    Matt Shriver commented  · 

    Yes, correct, we do not offer online payment - so every member writes a check.

    Getting everyone to renew online is also a challenge for a variety of reasons:

    1) they have changed their email address but not updated it (so our request to renew online goes unanswered);

    2) they ignore or simply refuse to perform the process (and will ultimately send the check anyway);

    3) they use an older browser that is not supported by WA, so they cannot accomplish the renewal task (and will ultimately send the check anyway).

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    Matt Shriver commented  · 

    We have ca. 350 member renewals that we wish to "push" to each member rather than expect them to login and initiate themselves. Pushing a renewal invoice to them is highly desirable by every member, too.

    Current functionality requires that we initiate a member's renewal one by one.

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