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Brook Soltvedt

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  1. 147 votes

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    73 comments  ·  Wishlist » Contacts  ·  Admin →
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    Brook Soltvedt supported this idea  · 
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    Brook Soltvedt commented  · 

    YES! I just submitted a request for this. Your design solution is exactly what I want. When will it be available?

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    Brook Soltvedt commented  · 

    Query function should allow any / all match to be applied to each criterion.

    Example: I am trying to create a list of members who want an email announcement of an event. Query matches any of the criteria Preferred contact method is email only
    Preferred contact method is email and postal mail
    But now I want to exclude certain members who have indicated they will not be able to attend. I want the first two criteria to be ANY. But I want Last name is not ______ to be an AND query. Otherwise, every member other than the named one will be included.

  2. 366 votes

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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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    Brook Soltvedt commented  · 

    We also desperately want the ability to include a donation on our organization's annual membership renewal form. As you note, people are much more likely to add on a donation with a transaction than to take the time to go through an entirely separate transaction for the donations.

    Right now we have to manually transfer each of these items to the user's profile. Hugely time-consuming for a process that should be easy to automate.

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