Roadmap

Feature Requests


New Feature Request

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⚡️ by Upvoty

None Account CRM Email Marketing Events Membership Peer2Peer Portal Survey/Forms Text Messages Transactions
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1

Welcome member email

Open

Is it possible to add fields to the letter at the bottom from the membership app (ex: their Region, contact email and Organization/District) under the purchase details?

0
1

Campaign Grid

Open

Please save user preferences on the main campaign grid.

0
1

Email Lists

Open

Please make email lists dynamic, based on query settings.

0
2

Method of Payment in Thank You Email

Open

Have an option to include method of payment in the thank you email. Right now it only shows last 4 of card used but some payments may be classified as "other" or "check" and need that additional detail in the Thank You email.

0
1

Sort by membership Level in the Invoice Grid

Open

To send emails and other communications from the invoice grid, it would be helpful to be able to sort by membership level. This would ensure the correct communication went to the correct constituents.

0
1

Make feature for each attendee

Open

The Additional Information fields only apply to one person. I would love to have it populate for each attendee also so we can track that info for everyone as part of their constituent record.

0
2

Advance Notice for Constituent Threshold

Open

It would be very helpful to have advance notice if we are approaching the threshold of our constituent count so that we would know that our billing would be changing.

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1

Facility Sign In Daily NON EVENT

Open

Please add an option for integrated digital sign in feature for daily facility use. We would like to have a feature with qr or bar code to allow members to digitally sign in and out of our facility. Captures their member info, time, date, and where on the facility they were, abilty to sign in a guest, sign a waiver for facility usage, and deny entry for non paying members. Generate facility usage report and analytics to download.

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2

Batch Renewals with fees

Open

Please add the ability to include fees on batch renewals. The membership page has the option to include fees, but it doesn't go through on the batch processing.

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3

Easy deletion

Open

I would like to see a one-step/one-click way to delete constiuent records

0