Doug Miles
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2 votes
An error occurred while saving the comment Doug Miles
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11 votesDoug Miles
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44 votesDoug Miles
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54 votes
Development started.
We are considering two options for the digital product: files (for reports, e-books) and links (access to webinars, content, etc.).
And for sure, the simplified process: no shipping, delivery by emails.An error occurred while saving the comment Doug Miles
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The simplest method would be have a text field in the Add Product that appears in the line item on the order acknowledgement/invoice. This could then include the url of a digital download. It could also be used for other notes such as delivery info, etc.
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62 votesDoug Miles
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77 votesDoug Miles
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28 votesDoug Miles
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28 votes
An error occurred while saving the comment Doug Miles
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We collect optional donations as extras on the renewal invoice but the Income Report just lumps it into Membership. Without a Line Items breakdown anywhere else we're stuck with manual recording.
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261 votes
An error occurred while saving the comment Doug Miles
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If there is no Job Board project in sight could we just have a blog function to hide/archive posts automatically after a specific date, with a manual override?
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20 votesDoug Miles
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117 votesDoug Miles
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23 votesDoug Miles
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An error occurred while saving the comment Doug Miles
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Same goes for Event Announcements: "Selected Contacts" should include the same Search for individuals option as in ordinary emails.
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35 votesDoug Miles
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An error occurred while saving the comment Doug Miles
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Would also be good to have a bulk import of profile pictures in the same way when migrating data.
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80 votesDoug Miles
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54 votesDoug Miles
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15 votesDoug Miles
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An error occurred while saving the comment Doug Miles
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A similar issue here is for fixed fields we would like to have on every event form, eg, "How did you hear about this course?" that only appear as one column on the course listing export for reporting. We can make them Contact Fields, but then they appear in the general profile too, so we would like to hide them here.
Similarly, we have some contact fields like mailing address that we would like to be compulsory in the event form, but optional elsewhere.
Don't know why dividers don't show up in the internal-use-only section. It would help the CRM functionality if we could separate out the 16 admin-only fields used to describe charity recipient organisations - as would date-stamping in the Notes field..