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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2

Better Deletion Process

Open

It is very arduous to delete any consituents, especially if any have a relationship (which most of them do) or interactions. We need a simple one click solution and paying to delete makes the software very unatractive.

0
1

Coupon Codes

Open

Allow more than 1 coupon to be applied to event page.

0
1

Dues Proration-Quarterly or Semi-Annual

Open

It would be fantastic to have the option for dues proration to be set quarterly or semi-annual as not all orgs offer a monthly proration.

0
1

Extra character spacing in the ticket level names

Open

In event pages, if the names for the ticket levels could have longer character spacing similar to the Add-Ons names and the Group level names.

0
2

Post directly to social media

Open

When creating a newsletter or email campaign, it would be helpful to have the ability to post directly to social media channels at the same time as sending the campaign. I know there is a URL and QR code, but they don't display previews in LinkedIn as far as I can tell.

0
2

Member Since

Open

Please add a date box under member profile for "member since" A lof of my members get recognition for over a number of years they have been members.

0
1

Member Since

Open

Please add a date box under member profile for "member since" A lof of my members get recognition for over a number of years they have been members.

0
2

Add mailing lists for individual added to company contats

Open

When I add a new company contact, it just asks for name/email/title, it doesn't include them on any mailing lists. I have to create then go find and click on the person and remember to add them to mailing lists individually. Either have it default to add any new company employee to the email lists or show the lists and ask to include during the new employee add.

0
3

Archive Survey/Form

Open

Would be great to archive a survey/form like the events pages.

0
1

Memo Field for Generic Invoices

Open

Currently you can manually add a memo field to an invoice within a Constituents record. I propose that this be a feature of the generic invoice that the system creates to attach to a Custom Email to that might go to unpaid members or event attendees. Examples of what could be added that are very helpful would be: Tax ID information Wire Transfer Information yes, these could be in an accompanying letter, but its also good to have it on the invoice itself

0