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Ability to schedule email jobs for marketing efforts and membership renewals
Create a business process that can be queued as a step so emails can get sent for efforts and renewals.0
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Change the behavior of membership batches when re-attaching batch record to existing constituent.
No description provided3 Will not implement
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Need to be able to query on contributed membership transaction tallie
When you are viewing a constituent's membership, if it's contribution based there is a total transaction amount that corresponds to the total amount of transactions that count toward that membership. This number cannot be easily pulled from query ...1
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That Membership Program is added to Member Search
In the member search I would like to see the option to filter results by Membership programme. this is so that you can return all members of a selected programme rather than all members of all programmes.0
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Add Deceased indicator to the constituent window when processing membership renewals in a batch
When renewing memberships, we always add the spouse to the membership if there is a living spouse who is not already on the membership. When processing a renewal in batch, the constituent window at the bottom of the screen contains a 'Marital Stat...0
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provide more sort options for Constituent memberships; e.g., by Program status, then by the Membership status or Expiration date.
On the Constituent Memberships tab or tile, sort Memberships by the Membership Program status (i.e., ACTIVE vs INACTIVE (active first) ) then by the Constituent Membership status (i.e., Active, Cancelled, Lapsed, etc.) or Expiration date.0
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Allow users to edit membership benefits during a membership upgrade.
When upgrading a membership mid-term outside of batch (directly from the membership record) or within a membership dues batch, users do not have the ability to edit membership benefits until after the changes to the membership have been saved or t...0
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Advance membership payments
add an option to allow for Advance membership payments0
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Sort Memberships by date
The Memberships data list on the Memberships tab of a Constituent record sorts memberships by status. It would be preferable to sort by date, or to at least have the option of how it sorts.0
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Constituent's Membership ID displays next to Membership name in a Membership Search.
In Smart Client, when doing a Membership Search, the resultant page displays the constituent’s Membership ID next to the name of the Membership, which can be misleading.