Scott Wallace

My feedback

20 results found

1. Link posts and events to social media channels.

   99 votes

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   21 comments  ·  Wishlist » Integration  ·  Delete…  ·  Admin →
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   Scott Wallace supported this idea  ·  Dec 12, 2020

2. Add [Check All / Clear All/ to the file Import dialog

   2 votes

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   0 comments  ·  Wishlist » Import / Export  ·  Delete…  ·  Admin →
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   Scott Wallace shared this idea  ·  Jun 26, 2020

3. Ability to clean up email log, financial transactions etc. - e.g when converting from trial to actual use

   12 votes

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   13 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   Scott Wallace supported this idea  ·  Jun 26, 2020

4. WA pricing different for contacts vs members

   41 votes

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   20 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   Scott Wallace supported this idea  ·  Jun 26, 2020

5. Add a plan level between Community and Professional

   124 votes

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   60 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   Scott Wallace supported this idea  ·  Jun 26, 2020

6. A plan between Group and Community

   23 votes

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   3 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   Scott Wallace supported this idea  ·  Jun 26, 2020

7. Custom Administrator Permissions - to define new admin roles and access permissions depending on an organization needs

   261 votes

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   93 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   Scott Wallace supported this idea  ·  Jun 26, 2020

8. 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
   Scott Wallace supported this idea  ·  Jun 26, 2020

9. Ability to DELETE Orders

   13 votes

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   2 comments  ·  Wishlist » Online store  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Scott Wallace commented  ·  Jun 26, 2020  ·  Edit…  ·  Delete…

   I just came across the same issue. We have orders from the pilot/testing that I really would like GONE

   Save Submitting...

10. Tracking Event Volunteers

    157 votes

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    75 comments  ·  Wishlist » New features  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

11. Condition-based display of fields for multi-level questions

    91 votes

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    36 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

12. Prohibit online registrations without payment

    16 votes

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    6 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

13. Administrators activity log

    99 votes

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    28 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

14. custom reporting

    60 votes

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    4 comments  ·  Wishlist » Reporting  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

15. Importing: skip existing contacts

    18 votes

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    5 comments  ·  Wishlist » Import / Export  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

16. Membership Details on Event Export Reports

    47 votes

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    19 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

17. Log of changes - who deleted a contact, registration, or changed data

    111 votes

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    54 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

18. Don't send passwords in plain text emails

    24 votes

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    10 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

19. Additional Security for Payment Data

    4 votes

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    0 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020

20. New Admin role for financial transactions management

    46 votes

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    21 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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    Scott Wallace supported this idea  ·  Apr 29, 2020