Feature Ideas

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!

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

There isn't an easy way in the interface to search for a specific email or subject or text within the email. The best you can do is use the CMD+F browser find/search functionality but this often isn't useful if you have pages of emails or years of history. Example being with a club who had to find all correspondence to do with a specific member and spent quite a few hours going through everything page by page.

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

Our club needs to know at a glance a members age as juniors and Adults are billed differently. We also need to know how long a member has been with the club ( ie current date minus date of joining) as we present awards at AGM for years of service. Finally we need to keep track of our association membership expiry dates and be alerted if a member hasn’t renewed their assisting membership. I know it’s a throwback to excel ( which I still must use) but would configurable custom fields that can perform simple customizable date calculations be possible (ie this date less that date or is todays date after this pre-entered date etc )

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

It would be great to have a way to add a reply-to email to email when sending these off as sometimes you send one off but need to go back to a different email group but it only goes back to you which makes it a bit of a pain as that group then doesnt get to respond to the email.

There are a lot of Contact fields on the Contact Profile edit page that we don't want to collect from our members (for example, Gender, DoB, and social media profile URLs). In some cases, obtaining this extra PII could have privacy implications that we don't need or want. Currently if we ask one of our members to go to their Contact Profile and update it, it could be interpreted as if our organisation is asking for all this information. Could there please be organisation settings to disable profile data that we don't want to collect? i.e. disabled fields would then not show up on the Contact Profile page for members.

IN Memberships - Reports, please provide an option for a date range, so we can print a list of all members, start and finish dates, membership type and membership fee for the financial year

For connected clubs, contact sharing can go either direction. For AusCycling it's down from the parent but for other organisations with locally-managed memberships, it is up from the child clubs. As a result of this, when choosing fields in the Contacts view you get to see all the custom fields from all the child clubs. If there's a consistent structure, you get a lot of identical names.

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

Can you please look at a way to sign off minutes. We have a rule here that minutes need to be reviewed by the Chair and electronically signed before lodging with OFT.

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.