ridgelinebookkeeping

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24 results found

1. Force acceptance of waiver at renewal

   14 votes

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   0 comments  ·  Wishlist » Forums  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Jan 12, 2021

2. Signed waiver form for New Applications and Renewals

   11 votes

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   2 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Jan 12, 2021

3. Link posts and events to social media channels.

   99 votes

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   21 comments  ·  Wishlist » Integration  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Apr 24, 2019

4. Multiple, separately customizable donation forms or Donation campaigns

   89 votes

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   49 comments  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

5. Ability to track volunteer hours

   99 votes

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   28 comments  ·  Wishlist » New features  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

6. Support "Sponsors" in addition to "Donors" at a system level

   92 votes

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   22 comments  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

7. Create a full-featured newsletter system

   148 votes

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   14 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

8. Tracking Event Volunteers

   159 votes

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   75 comments  ·  Wishlist » New features  ·  Delete…  ·  Admin →
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   ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

9. Event Manager without being Event Admin

   213 votes

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   85 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   AdminKatya Tyukina (Senior Director of Product, Wild Apricot by Personify) responded

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
   3. Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.

   
   

   Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.

   
   

   I'd like your reaction to some of that:

   1. Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
   2. Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
   3. A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
   4. Any other concerns?

   
   

   On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.

   
   

   Please let me know your thoughts.

   
   

   Best,

   Katya Tyukina,

   Sr. Director of Product, Momentive software.

   Hello everyone,

   I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.

   
   

   The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:

   1. Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
   2. Registration manager -… more
   ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

10. Surveys

    137 votes

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    21 comments  ·  Wishlist » Polls / Surveys  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

11. Registering families / bundles for events

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    185 votes

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    69 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

12. Ability to donate during membership application/renewal or event registration

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    377 votes

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    152 comments  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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    Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

    Donations during registration/membership applications is under development right now. We will follow up once it's being released live

    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

13. Recurring events: separate registrations for each occurrence (e.g. monthly board meetings)

    321 votes

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    80 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Collecting comments now.

    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

14. Sponsors Registrations

    90 votes

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    8 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

15. Mobile App Customizations

    227 votes

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    66 comments  ·  Wishlist » Mobile  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

16. Show names of guests in registration list

    43 votes

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    2 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

17. Online Forms

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    382 votes

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    81 comments  ·  Wishlist » Website / Content  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Apr 11, 2019

18. Field for Contractual Terms on Renewals

    10 votes

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    5 comments  ·  Wishlist » Legal  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Feb 4, 2019
    An error occurred while saving the comment
    ridgelinebookkeeping commented  ·  Feb 4, 2019  ·  Edit…  ·  Delete…

    I agree this is necessary! We need this feature. My suggestion would be to add the following option to the membership fields:

    - Member Access:
    Edit:
    ~ In own profile
    ~ In application
    ~ ****In renewal****

    This would be beneficial for many different options and it is currently available if you choose any of the options that have payments attached to them so I don't imagine it should be too hard to extend to all fields but I am certainly no expert!

    Thank you.

    Save Submitting...

19. Bulk create invoice

    102 votes

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    33 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Feb 2, 2019

20. Member Directory: Disable access to profiles

    17 votes

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    10 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    ridgelinebookkeeping supported this idea  ·  Jan 26, 2019