Bill Tidball
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253 votesBill Tidball supported this idea ·
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We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.
Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?
Some more details:
We can implement donations during event registrations/membership renewals for online payments - not a problem.
But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.
So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected.
This way administrators would…
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16 votesBill Tidball supported this idea ·
An error occurred while saving the comment Bill Tidball commentedThank you for your feedback on this. Although it seems like a small problem, and with the work around solution it can be resolved, but it would be great to handle this in an easier manner.
Not something that should bump other bigger items off the wish list but something to resolve if you get the chance as it constantly happens during the first couple months of a new configuration of the software.
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372 votesEvgeny Zaritovskiy responded
I merged another very similar thread into this one, they should be solved together – the registration to multiple events should be simple and fast if possible. There are a number of suggestions in comments on how to achieve this.
Bill Tidball supported this idea ·An error occurred while saving the comment Bill Tidball commentedI would agree with several posts on this thread concerning allowing multiple registration types for guests.
Allowing registration of multiple adults and at the same time multiple children at age related guest prices is exactly the scenario we're currently faced. I've found no way to manage it within the WA system. Is it possible to update us on this request?
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86 votesBill Tidball supported this idea ·
An error occurred while saving the comment Bill Tidball commentedThis is exactly the scenario we are faced with and is well stated. Current version of the solution cause confusion during the member donation process when the association has unrelated uses of the donation forms.
We should be able to select which donation form each field would show up on much the way the membership or contact fields work today based on levels. We have more than one WA client that would benefit from this enhancement. Please consider this enhancement in release 5.1.
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An error occurred while saving the comment Bill Tidball commentedWe also would like to stop the flyout submenus using whatever means possible and stick with the dropdown menus in the left navigation window. If that mean selecting a different template, javascript or css we would be willing to explore any option. We simply find the flyout menu most often overlays the page content and leaves the user frustrated.
Thank you for any workaround or system enhancement you can offer.
Bill
We also would like to have the ability to use different invoice templates based on membership level and type of invoice.
Our need is driven by the requirement to inform the member of the percentage of their dues that could be tax deductible based on time our association spent in lobbyist activities. This percentage is different year to year and is required on the invoice. This could be different based on the membership level as there could be a difference between a vendor vs a association member. This type of tax deduction should not apply to events or training and so we would NOT want this statement on every type of invoice.
Please let us know if there is a way to do this within the system or if you require more clarification.