Feature Ideas

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

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.

Disabling the ability for a member to have more than 1 active membership or, if this is needed in other organisations, disabling the ability for a member to have 2 of the same type of memberships (eg 2 individual memberships). Our members are constantly getting renewal reminders when they have renewed (but accidentally created a new membership) or have upgraded or downgraded (getting expiry emails from their previous membership)

Hi there, I'm new to TidyHQ and currently transferring web pages from an existing site. It would help a lot if I could set up my own paragraph styles within the web page editor so they are selectable from the toolbar. There are some already available but they are not suitable for my needs so even if I could modify them it would be a big help. Thanks for any help.

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.

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.

Currently you can only populate a new group from an existing one. It should be able to be populated from as many as you need.

Any email user will benefit. Improves inbox organisation and efficiency. Else we move and mark emails one at a time.

Anyone using email will benefit. From inbox, I open an email. To view the next or previous emails the user must navigate out to the inbox and back in to the next email. next/previous buttons at the top of the email viewing pane would improve workflow and efficiency.

I need to be able to send test emails before they go to a wider group.

I would love to see the ability to edit draft emails. Once I hit save on an email, if I want someone else to review it before sending or make changes, I have to completely recreate it.

We’ve already created questions in TidyHQ to capture Aboriginal and Torres Strait Islander identification and gender, and set up smart groups to help break down our membership. It would be great if these figures could be easily generated in a report, showing both totals and percentages—for example, total people covered by paid memberships, juniors, female members and female juniors. A breakdown by age group would also be really handy. Being able to download or print a dated report would be really useful for committee meetings, AGMs, grant applications and tracking how our membership is growing.

Currently are 3 ways for a member to access the tickets (QR codes) for their purchases. PDF that is emailed to themfrom their account under Schedule -> Events -> 'E-Tickets' buttonfrom their account under Schedule -> Events -> 'Print Tickets' button Each of these has tickets in a slightly different format with different information. The key issue is that the emailed PDF contains the names of members that tickets have been assigned to but the other 2 options don't have that. It should be consistent across all and member names should be present in all 3 methods.

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!