Bonnie

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  1. 13 votes
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      3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
      Bonnie shared this idea  · 
    • 133 votes
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        77 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
        Bonnie commented  · 

        It would be great to have limits on the extra items on the registration form in events.

        We currently have to monitor and change the extra items to (Sold Out + name of event_______) when they fill up. This requires an export of the registration list and sorting of events to check quantities. It would save a lot of time if they could be limited.

        Bonnie commented  · 

        It would be great to be able to place a limit on items that can be added to the event registration form where you can "Customize Event Specific Fields". We need to limit some of those because they cannot click on multiple registration types when registering.
        Example :

        Tour of Facilities
        Yes - $15.00
        No - $0.00

        Bonnie supported this idea  · 
      • 170 votes
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          72 comments  ·  Wishlist » New features  ·  Flag idea as inappropriate…  ·  Admin →
          Bonnie commented  · 

          Tracking of Continuing Education Units needs to include the name and CEU value of each session they attend at an annual conference or workshop. It needs to include the option to generate an official transcript that contains the detailed information that can be generated by date ranges.
          Is this an option that is being considered in the near future?

          Bonnie supported this idea  · 
          Bonnie commented  · 

          We need to track the CEU count and name of each session they attend at our annual conference. The sessions are broken down to .1 or .15.

          Our workshops throughout the year are given one CEU amount, and the name of the workshop needs to be included.

        • 85 votes
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            38 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
            Bonnie commented  · 

            The option for a pdf of the invoice to be sent automatically with an emailed invoice would be very helpful.

          • 294 votes
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              150 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
              Bonnie commented  · 

              We have had success with one person entering several registrations with one email address to have it accumulate on that person's contact record and they pay the grand total when finished. They entered the individual's email address on the registration form so each person would receive notices also.

              Bonnie commented  · 

              We need for each separate event name and fee to show up on our merchant processor daily settlement report if they are going to lump sum multiple event registrations together to pay at one time. It would be extremely time intensive for us to split each lump sum. We use accounting codes that are event specific.

            • 5 votes
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                0 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                Bonnie shared this idea  · 
              • 3 votes
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                  0 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                  Bonnie shared this idea  · 
                • 188 votes
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                    40 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                    Bonnie commented  · 

                    An alternative could be adding a renewal option as an extra charge on the event registration form. You could manually renew those members after you receive payment confirmation in their event registration. The only tricky part is if you track membership payments separately from event registrations in your accounting software and financial reports. You could figure that out from the event registration export.

                    Bonnie supported this idea  · 
                  • 77 votes
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                      24 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                      Bonnie commented  · 

                      We need the ability to have default emails that are unique to a membership type rather than a default for all.

                      Example:

                      We created many new bundled membership levels with unique renewal reminder emails rather than using the generic default reminder. It would have been great if I could have copied the first one and then modified the level name, amount and bundle limit. It takes a lot of time to modify each individual reminder email when setting up multiple bundled membership levels.

                      Bonnie supported this idea  · 
                      Bonnie commented  · 

                      Need a way to update renewal reminder emails on specific groups. For example, we added a group of agency bundle membership levels. We had to go to each level to make changes to the renewal reminder email that could have been done once if we could specify a group to change it on rather than just the default template or all member types.

                    • 14 votes
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                        0 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                        Bonnie supported this idea  · 
                      • 28 votes
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                          5 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                          Bonnie supported this idea  · 
                        • 73 votes
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                            2 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                            Bonnie supported this idea  · 
                          • 441 votes
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                              208 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

                              Sorry for the late update.

                              The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.

                              Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.

                              For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.

                              Thank you everyone for a valuable feedback.

                              Bonnie commented  · 

                              It would be a great help if the alternate email could be copied on the emailed invoices too.

                            • 140 votes
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                                53 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
                                Bonnie supported this idea  · 
                                Bonnie commented  · 

                                Have a search feature in the Email Templates. It would save a lot of time if we could enter search criteria to find templates.

                                Bonnie commented  · 

                                Have a "Search" feature that allows you to search for a Template in the Template section of Emails. We have many templates to scan before finding what we need.

                              • 6 votes
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                                  2 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                  Bonnie supported this idea  · 
                                • 20 votes
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                                    12 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    Bonnie commented  · 

                                    Allow for the Advanced Search to select multiple member types that you want rather than eliminating those that you don't want in the "Is Not " drop down menu. We have more that we don't want in most cases. It is time consuming to select the types you don't want.

                                    Bonnie supported this idea  · 
                                  • 78 votes
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                                      15 comments  ·  Wishlist » Usability  ·  Flag idea as inappropriate…  ·  Admin →
                                      Bonnie supported this idea  · 
                                    • 32 votes
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                                        1 comment  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                                        Bonnie supported this idea  · 
                                      • 143 votes
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                                          55 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 43 votes
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                                            26 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                            Bonnie supported this idea  · 
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