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On the membership grid we need to pull in the Primary Contact email or Invoice Contact email address to create an email list. This way the more robust email templates can be used. My memberships is based on companies and we generally don't list an email here because they too generic. We use the Primary COntact or Invoice Contact email.
My request is that in a mail merge letter there be an If.. Then Conditional Logic, so depending on variables text can be included or not
When using the advanced portal, would like to be able to edit the content in the membership and time-tracking sections. ie, columns, spacing, options, text, etc...
to make a option in the custom fields for a read only choice. there is a lot of information that it would be nice to share with our members, but they can't change it.
I'd like to be able to cc another member when sending a direct email. This will be helpful, for example, when I send a message on behalf of someone else (e.g., the Chair) and would like her to receive a copy as well so the two can be connected going forward.
It would be good to have an embed URL for questions created with the Surveys / Forms function so they could be put on our website 'contact us' page (or elsewhere) to allow members to submit comments and questions easily, or answer questions we ask. This is now a common function on websites that is lacking here. Since it is already done in other modules at Association Sphere (membership and events as examples) it should be easy to implement.
We have a need to publicly post the address for the portal that will only allow for members to login and reset their password rather than register new users.
Would like to have a processing fee comment that states the processing fee is required and will be added to your total. All the current options make it sound like they have an option. None of these comments work if you wish to require the processing fee to be added.
When you go into the Constituent's Events or Event Attendance tab, there's no option to view a list of all the events they've registered for. To figure out which events the constituent has registered for the last year, you have to click on the drop down to see what they've registered for. Would like a feature where I can just ask it to list "All Events".
Is there a different easier way to show sponsorships with company names? Workspace – Events – Events On left hand side under Events select the event and hit apply This shows you Name and the Ticket Level so you can export by going to actions export to excel. This will not show you the company name but will show you the level of ticket. If you go to Workspace – Events and Event Attendance and select the specific event – It will give you the company name but only shows actual attendees?
