Feature Ideas

As a not for profit, we have o365 and use teams in particular for meetings. Would love to have Teams integration (either from TidyHQ OR an email address we can send to that logs the meeting in TidyHQ), as our organisation does not want to have Zoom in addition to Teams.

As an admin I want the ability to save personal settings such as the number of contacts displayed on a page So that I can reuse the setting the next time I log in

Idea: once a meeting is finalised, save a copy of the PDF into Storage. This provides a modest amount of redundancy against system failure, and some peace of mind.

For the Finance pages to be really useable the income should be listed as what is charged to the members etc. and the TidyHQ Fee & Stripe (or other) transaction fees should list as an expense. - I understand why this is not done currently but it is not correct from a reporting point of view.

Is it possible to pass on the TidyHq and Stripe fees to the customers

Often users change their email or there is an error in the email address. The ability for the administrator to see the login history of a contact would be very helpful when resolving problems of multiple contracts and errors in email addresses. NOTE that we don't let users register themselves for membership, we control the registration which sometimes leads to errors in email addresses being entered, a combination of entry error and difficult to read email addresses. Consequently we have no way of checking if the welcome email was received or if the users has ever logged in to set their password.

As secretary I don't have time following up outstanding tasks while the reminder AHEAD of due date is good .. it would also be a time saver if Tidy HQ sent reminder emails for overdue tasks which forced committee members to action/close or update. As a new committee using TidyHQ this would help committee members to get into the rhythym of closing out tasks which enables smoother management of agendas for committee meetings.

It's more accepted in the industry as the go-to platform.

I have discovered that Rolling membership renewal date is based on payment date, not expiry date of subscription. This means early payers are penalised by having a shortened membership and late payers are rewarded by an extended membership. If renewal of membership is within the set time for renewal to be allowed then the membership should run from expiry date. Our constitution allows for 5 months non-payment before a member loses membership of the society

HI, I quite often need to cancel tickets for various reasons and I used to be able to do it through the event attendees area. Since the recent update (which I like the look of), the ability is no longer available. I can only download a list of attendees, which is not functionally ideal as I use my phone to interact with TidyHQ most of the time. But I can't cancel tickets. If you could reinstate this function I would appreciate it, thanks.

We're proposing a new feature integration with Square payment gateway and Point of Sales (POS) system for Tidy. This would allow for seamless transactions and contact synchronisation, enhancing our operational efficiency and overall customer experience. Key Considerations: Transaction Sync: We aim to introduce real-time synchronization of transactions between Tidy and Square, contributing to better accuracy and effectiveness. Contact Sync: Matching transactions with contacts where possible will enable us to generate comprehensive customer profiles and strategize follow-up activities accordingly. Advanced CRM to POS Synergy: By aligning the integration with advanced CRM to POS dynamics (akin to platforms like Xero), we'll be able to deliver a superior user experience. Creation of Payment Logs: We plan to maintain detailed logs for each transaction. This addition will serve as a valuable tool for troubleshooting and auditing. Inventory Sync: To prevent resource mismanagement, we aim to sync inventories real-time between the two platforms. Subscription Management: We'll develop robust mechanisms for managing subscriptions, notably revolving around setup, recurring billing, and cancellations. Refund and Dispute Handling: Clear and firm protocols for managing refunds and disputes will be established, ensuring a smooth potential-issue resolution. Offline Mode: In case of offline services on Square or Tidy, our system will be designed to manage and sync once the connection is restored. Tax Compliance: Given varying regional taxation rules, our integration will adeptly handle differences and accurately apply the correct tax amounts. This feature integration promises to streamline operations, provide better financial visibility, and elevate our customer relationship management. We appreciate your ideas and feedback on this proposed addition!

Allow for discount codes to be handed out and used to discount some items for event tickets, memberships or shop items. Apply a promotion code: Give your customers a discount by pre-applying a promotion code. If the promo code expires, the payment link will keep working without the discount.

Being able to upload bulk photos to a Gallery or slideshow would be great rather than having to add each one as an image to a webpage

"Our organisation is large and we deal with a number of commercial clients. We need separate or private inboxes for roles in our organisation as much of the communication that we send or receive in these roles is private or confidential information and thus cannot be shared with the entire committee. Private Inboxes are very hard because of the nature of a committee and the handover required. Outlining how the eventual handover could happen for your organisation is critical for us to know and build out a great solution for you. Please add your comments and scenario below for handover etc

Advanced filtering needs an 'or' option. Filter X OR Y OR Z etc etc. Can't believe it is not part of the product.