Duncan Todd

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  1. 261 votes
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    Work in progress  ·  113 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 167 votes
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    72 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 74 votes
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    40 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 15 votes
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    1 comment  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 208 votes
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    52 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 18 votes
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    7 comments  ·  Wishlist » Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 10 votes
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    3 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 12 votes
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    3 comments  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 68 votes
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    32 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 70 votes
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    33 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 49 votes
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    22 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Duncan Todd commented  · 

    This is a critical requirement for our non-profit. We are considering moving platforms to get this functionality.

    Duncan Todd supported this idea  · 
    Duncan Todd commented  · 

    Automated birthday messages to individual members would be great!

    Duncan Todd commented  · 

    An absolute requirement for my organisation - please consider implementing! We share birthdays across our full membership base and afford all members the opportunity to wish each other a happy birthday. Thanks.

  12. 61 votes
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    43 comments  ·  Wishlist » Chapters  ·  Flag idea as inappropriate…  ·  Admin →
    Duncan Todd commented  · 

    I am excluded from the general discussion area for some reason.

    This functionality is crucial for our non-profit - we have started evaluating competing products that offer this functionality out of the box (e.g. silkstart).

    What we need:

    A national or central view of the full database with existing WA admin and reporting functionality.

    Assignable admin rights at local chapter level with the ability to view/edit/maintain member, event, money (donation and finances), email and site data, per existing WA admin functionality but only for that chapter's members. A local chapter dashboard would be good. Essentially a "mini" standard WA view of one segment of the database with rights and views limited to that chapter's data. Custom subscriptions and charges for each chapter, together with either a flat-fee or % contribution to national level would be good too.

    Ideally also we'd like to restrict chapter admins from being able to export data to comply with local privacy legislation.

    Any idea on if or when such functionality might find its way into WA?

    Duncan Todd supported this idea  · 
  13. 32 votes
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    10 comments  ·  Wishlist » Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
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    Duncan Todd commented  · 

    Our organisation needs this too. Member birthdays (and anniversaries) are shared in local council minutes to afford members the opportunity of wishing each other well on the occasion. Currently we have to export the dates and do the list in Excel; not ideal.

    +1 for this functionality please.

    Duncan Todd commented  · 

    Aboslutely! Please ;)
    +1

  14. 77 votes
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    46 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
    Duncan Todd commented  · 

    Would be good to be able to see a date when a record was archived and by who; thanks.

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    Duncan Todd commented  · 

    We definitely need to track changes in a member's level and other status changes through the member's life (offices held, committees served, rank changes, transfers between areas/chapters etc) with our organisation.

    Ideally we'd be able, on a per member basis, to produce a "change log" of all significant updates and changes to a member's record within a date range or on a life-to-date basis.

    In order to get around this we're having to add many, many fields, e.g. first office held from/to dates, second office from/to dates, third office from/to dates etc. This is very clunky. We even tried to have membership levels (at least) tracked using the "audit log" only to discover this log depends on there having been a financial transaction, something we don't do with level changes.

    Please give us some idea of when this "change log" functionality might happen.

    Thanks.

  15. 24 votes
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    3 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
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