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.

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.

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.

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

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.

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.