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Membes feature ideas


SUBMIT A FEATURE IDEA

Got an idea you think will improve the Membes platform? Add a suggestion below.

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 * Certificates
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 * Discount Codes
 * Donations
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 * Finance
 * Interactions
 * Marketing
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24 votes


ABILITY TO EDIT PROFILE INTERACTIONS

Allow a profile interaction to be edited after it has been posted. Would need to
flag that the interaction has been edited and by which admin user.
Suggested by: Membes (01 Aug) • Upvoted: 07 Nov • Comments: 2
Gathering interest Interactions
17 votes


UPDATE PROFILES IN BULK

Have a way to bulk update fields/data on profiles
Suggested by: Membes (01 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Profile Management
14 votes


ONLINE PAYMENT PORTAL

Sometimes an invoice is generated and not immediately paid via credit card.
Create an online payment portal so that users can pay securely online for an
outstanding ...
Suggested by: Membes (01 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Finance
13 votes


ADD PURCHASE ORDER FIELD TO INVOICE

Create a purchase order field for invoices
Suggested by: Membes (01 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Finance
13 votes


CUSTOMISE EVENT REGISTRATION CONFIRMATION EMAIL

Have a customised event registration confirmation email for each event instead
of a global email template that is used for all events.
Suggested by: Membes (01 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Communications Email Events
9 votes


DON'T ALLOW DOUBLE UPS OF REGISTRATIONS OF EVENTS - OR AT LEAST SHOW A WARNING

We advertise our events numerous times, so some members forget they register -
and so they register again. This causes time-consuming efforts in having to
process ...
Suggested by: Cath Magin (29 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Events
9 votes


EVENT REPORTING

Create a report that lists events over a set period and shows registrations vs
attendances, total invoiced etc
Suggested by: Membes (01 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Events Reporting
7 votes


SHOW INFORMATION ABOUT RECIPIENTS OF BROADCAST EMAILS BEFORE SENDING

e.g. a pop-up before it sends saying "This is about to go to XX people" or an
option to view a data table like in the profile data page
Suggested by: Genevieve Breare (17 Sept) • Upvoted: 27 Oct • Comments: 0
Gathering interest Communications
7 votes


ABILITY FOR MEMBERS TO MANAGE PROFILES LINKED VIA RELATIONSHIPS

Currently relationship links need to be added by an administrator. Create the
ability for the member to add or remove relationship links themselves via their
profile.
Suggested by: Membes (01 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Membership Profile Management Profile Relationships
6 votes


REGISTRATIONS NOT YET OPEN AS OPPOSED TO REGISTRATIONS CLOSED

When you haven't yet opened rego for an event, it says REGISTRATIONS CLOSED in
red letters. This makes people panic and call me thinking it's sold out. Could
you ...
Suggested by: Jodie (13 Aug) • Upvoted: 24 Oct • Comments: 0
Gathering interest Events
6 votes


ONLINE SHOP - PAY ON INVOICE OPTION

Add the pay on invoice option to the online shop
Suggested by: Membes (01 Aug) • Upvoted: 24 Oct • Comments: 0
Gathering interest Finance Shop
5 votes


SUBSCRIPTION STYLE MEMBERSHIP OPTION

Create a subscription style membership that perpetually renews until cancelled,
similar to a gym membership. Allow admins to set payment intervals.
Suggested by: Membes (01 Aug) • Upvoted: 03 Oct • Comments: 1
Gathering interest Membership
5 votes


INCLUDE CUSTOM FIELDS IN A SAVED PROFILE FILTER

Allow custom fields to be selected for inclusion in an export as part of a saved
profile filter.
Suggested by: Membes (01 Aug) • Upvoted: 18 Oct • Comments: 0
Gathering interest Custom fields Reporting Saved filters
4 votes


WHEN A CHANGE IS MADE TO THE MEMBER TYPE IN A PARENT, ALLOW IT TO AUTOPOPULATE
LINKED CHILD PROFILES

If a change is made to the member type (such as changed from Company Partner A
to B), it would be great if all linked profiles were autopopulated. This works
...
Suggested by: Titian (20 Sept) • Upvoted: 30 Oct • Comments: 0
Gathering interest Membership Profile Relationships
4 votes


ORGANISATION DROP DOWN BOX

Have a drop down box on the join form for new members to increase data accuracy
Suggested by: Lachlan (19 Sept) • Upvoted: 30 Oct • Comments: 0
Gathering interest Membership Profile Management Profile Relationships
4 votes


NOTIFICATION WHEN ACTION IS CREATED

When an action has been created for you to do (especially if it's been assigned
to you by someone else), you receive a notification or email. Otherwise, unless
you ...
Suggested by: Anonymous (11 Sept) • Upvoted: 25 Sept • Comments: 0
Gathering interest Interactions
4 votes


ABILITY TO ADD BULK INTERACTIONS

Having the option to be able to add an interaction to multiple profiles or
member types
Suggested by: Anonymous (09 Sept) • Upvoted: 30 Oct • Comments: 0
Gathering interest Interactions
4 votes


FIND BROKEN LINKS ON YOUR WEBSITE

Everyone knows how hard it is to keep all the links on a website correct.
Without such a functionality, it's almost impossible without spending a lot of
time. This ...
Suggested by: Greg Tebbutt (03 Sept) • Upvoted: 30 Oct • Comments: 0
Gathering interest Website
4 votes


ABILITY TO AMEND / UPDATE REGISTRATION FOR EVENTS

We hold a large conference where there are "extras" available (eg dinner;
cocktail party). Currently, people have to advise at registration what they want
to attend. ...
Suggested by: Cath Magin (29 Aug) • Upvoted: 30 Oct • Comments: 0
Gathering interest Events
4 votes


NOT CHARGE GST TO OVERSEAS REGISTRANTS FOR WEBINARS

Currently, you can only choose whether to charge GST or not at membership level
(eg if members live overseas) - but all registrants still get charged GST for
events, ...
Suggested by: Cath Magin (29 Aug) • Upvoted: 11 Oct • Comments: 0
Gathering interest Events
4 votes


RANDOMISE DIRECTORY SEARCH RESULTS

Create an option to allow a directory to be configured to randomise the search
results.
Suggested by: Membes (01 Aug) • Upvoted: 24 Oct • Comments: 0
Gathering interest Profile Directory
4 votes


ALLOW BULK APPROVAL OF CPD ACTIVITIES PENDING APPROVAL

Currently each activity needs to be approved individually, create a way to
approve multiple activities at a time.
Suggested by: Membes (01 Aug) • Upvoted: 03 Sept • Comments: 0
Gathering interest CPD
3 votes


CONFIGURE PAYMENT OPTIONS

Allow preferred payment options to be configured ie credit card only
Suggested by: Membes (01 Aug) • Upvoted: 11 Oct • Comments: 2
Gathering interest Finance
3 votes


AUTO-LINK PROFILES TO RELATIONSHIPS

Have an option to link profiles to relationship during a bulk upload.
Suggested by: Hannah (06 Sept) • Upvoted: 30 Oct • Comments: 1
Gathering interest Profile Relationships
3 votes


EVENT REGISTRATION WITH WEBINAR LINK

Make the Event Registration Confirmation template editable so that webinar links
can be added.
Suggested by: Cath (27 Sept) • Upvoted: 30 Oct • Comments: 0
Gathering interest Events
3 votes


REPORT - USE OF DISCOUNT CODES

A simple count on the Discount Codes screen to indicate how many times used. An
advance option would be a report, also showing which accounts had accessed the
code.
Suggested by: AACBT (09 Sept) • Upvoted: 18 Oct • Comments: 0
Gathering interest Discount Codes Reporting
3 votes


ABILITY TO UPLOAD AN ATTACHMENT TO AN EMAIL AND CC SOMEONE

It would be great to have the ability of attaching a file to an email plus being
able to cc or bcc someone to the email.
Suggested by: Sarah (30 Aug) • Upvoted: 30 Sept • Comments: 0
Gathering interest Email
3 votes


DEFAULT FOR BULK EMAILS SHOULD BE SEND TO NOBODY, NOT SEND TO EVERYONE

It is too easy to accidentally send test emails to your entire database. Default
should be that email goes to no one until you have chosen who to send to.
Suggested by: Jodie (06 Aug) • Upvoted: 09 Oct • Comments: 0
Gathering interest Communications Email Marketing
3 votes


OPTION FOR DONATION PAYMENTS

Create a way for members to make a donation to an association - both one-off and
recurring payments.
Suggested by: Membes (01 Aug) • Upvoted: 11 Oct • Comments: 0
Gathering interest Donations Finance
2 votes


ITEMISED EVENT INVOICES

Event invoices currently only show a total, even though there may be several
components to it. We get requests frequently for the invoices to be broken down
by the ...
Suggested by: Jodie (07 Aug) • Upvoted: 27 Oct • Comments: 1
Gathering interest Email Finance
2 votes


ABILITY TO ADD THE MEMBER PROFILE EDIT FEATURES UNDER THE LOGIN BUTTON

On most website the 'Log-in' button also gives you the ability to edit your
profile, change details or change password under a dropdown menu. Under the
current ...
Suggested by: Chris Stone (07 Nov) • Upvoted: 2 days ago • Comments: 0
Gathering interest Profile Management Website
2 votes


INCLUDE NEWS ITEMS IN SEARCH FUNCTIONALITY

Currently the search functionality does not include news posts which would be
most helpful to our members.
Suggested by: Jayne Ion (14 Oct) • Upvoted: 30 Oct • Comments: 0
Gathering interest CMS News Website
2 votes


REPORTING AND MANAGEMENT OF EMAIL BOUNCES

It's apparent, through the integration of Mailchimp, that a large number of
subscriber emails, and potentially emails in general, are bouncing but there
appears to be ...
Suggested by: Randal Armstrong (03 Oct) • Upvoted: 07 Oct • Comments: 0
Gathering interest Communications
2 votes


MEMBERSHIP ADD-ONS FOR INVOICING

Being able to have Add-Ons included in a membership renewal invoice, they're
only showing up with new member applications
Suggested by: Anonymous (09 Sept) • Upvoted: 25 Sept • Comments: 0
Gathering interest Finance Membership
2 votes


AUTO-SEND NEW MEMBER EMAILS

Automatically send new member email once a profile is linked to a relationship
Suggested by: Hannah (06 Sept) • Upvoted: 30 Oct • Comments: 0
Gathering interest Communications Membership Profile Relationships
2 votes


INCREASED DETAIL IN SECUREPAY FOR RECONCILIATIONS

Transactions that are processed through SecurePay only have the Invoce/PO number
on the payout report. Is there a way to have the payor name also import to
SecurePay?
Suggested by: AACBT (04 Sept) • Upvoted: 25 Sept • Comments: 0
Gathering interest Finance
2 votes


ENABLE MEMBER PROFILES TO BE FOUND VIA SEARCH OPTION ON OWN WEBSITE AND IN TURN
OTHER SEARCH ENGINES

Enable direct search for members profile from website search option. At the
moment a member profile is 'hidden' and canot be found via the search option on
the ...
Suggested by: Ana Drougas (03 Sept) • Upvoted: 30 Sept • Comments: 0
Gathering interest Profile Directory
2 votes


GENERATE AND ATTACH PDF OF INVOICE WITH RENEWAL NOTICE (AND EVENT REGISTRATIONS)

For those using Xero, they would then be able to simply forward that email to
Xero to register for payment - instead of currently having to download the
invoice, save ...
Suggested by: Cath Magin (29 Aug) • Upvoted: 24 Oct • Comments: 0
Gathering interest Finance Xero
2 votes


ALPHABETICAL SORTING OR ARCHIVING OF EMAIL SIGNATURES,

To save time looking through unused which cannot be deleted once an email has
been sent using an old signature.
Suggested by: Hope (22 Aug) • Upvoted: 25 Sept • Comments: 0
Gathering interest Email Signatures
2 votes


SWITCH OFF GROUP REGISTRATIONS

Ability to disable the option for group registrations on events
Suggested by: Membes (01 Aug) • Upvoted: 14 Aug • Comments: 0
Gathering interest Events
2 votes


IMPROVED ACCESS FOR NON-MEMBER PROFILES

Make it easier for non-members to have an account/profile that they can log into
and update their details and access invoices etc.
Suggested by: Membes (01 Aug) • Upvoted: 06 Sept • Comments: 0
Gathering interest Profile Management Website
1 votes


NEW

test
Suggested by: c (2 days ago) • Upvoted: 2 days ago • Comments: 1
Reviewing
1 votes


LESS RADIUS OPTIONS FOR DIRECTORY SEARCH

Our industry generally works over a larger area, not local to a few suburbs, I'd
prefer to remove the 1, 2, 3, 4, 5, 10, 15, 30, 40km options? So the default
would ...
Suggested by: Jacki (24 Oct) • Upvoted: 24 Oct • Comments: 0
Gathering interest Profile Directory
1 votes


RECORD HOW A PROFILE GETS CREATED

Record in the change log or profile interactions how a profile has been created
eg. via event reg, shop purchase or directly in admin
Suggested by: Membes (24 Oct) • Upvoted: 24 Oct • Comments: 0
Gathering interest
1 votes


CONTENT CATEGORIES AFFECT HOME PAGE TEASERS

Currently content categories have no affect on the 'teasers' on the home page.
We want to use content categories to mark news as public or members only, but
either ...
Suggested by: Grant (11 Oct) • Upvoted: 11 Oct • Comments: 0
Gathering interest Content Categories
1 votes


'HINTS' ON CUSTOM FIELDS

Currently there is no way to describe custom fields to users other than in the
field title. This looks soooo unprofessional, it would be great for a 'hint' to
be ...
Suggested by: Grant (09 Oct) • Upvoted: 09 Oct • Comments: 0
Gathering interest Custom fields
1 votes


CPD CERTIFICATE HOURS - MAKE CLEARER ON CERTIFICATES

The CPD hours that appear on the certificates are very small. Would like to
atleast see the font a little bigger.
Suggested by: Sharyn Harvey (17 Sept) • Upvoted: 17 Sept • Comments: 0
Gathering interest Certificates CPD Events
1 votes


HAVE THE ABILITY TO SET DATES FOR PAYMENT PLANS

We deal with a number of members who prefer to pay quarterly. We would like the
ability to set the dates of the quarterly payments (as part of the "payment
plan" ...
Suggested by: Ben Ripley (15 Sept) • Upvoted: 15 Sept • Comments: 0
Gathering interest Finance Payment Plans
1 votes


ABILITY TO PART PAY INVOICES

Currently invoices can only be paid or unpaid, this limits our ability to follow
best practice and allow individuals experiencing financial hardship to to pay
over ...
Suggested by: Nick Pilavidis (03 Sept) • Upvoted: 03 Sept • Comments: 0
Gathering interest Finance
1 votes


ABILITY TO HAVE A WAITING LIST FOR EVENTS

Once an event sells out, you can join the waiting list. If tickets become
available, those on the waiting list will be notified through Membes and can
then register ...
Suggested by: Kate Rickwood (02 Sept) • Upvoted: 02 Sept • Comments: 0
Gathering interest Events

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