Feature Ideas

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 )

I have some administrators that only need access to some Contact Groups - to email them. It would be good to also allow for read-only permissions for finances and meetings. Right now administrator permissions are very broad.

Have the status of "Applicant" until the membership has been approved. At this point the status would be updated to Member

At the moment we have to manually transfer members to different membership levels. This involves remembering when this needs to be done and for which members. And the process is slow, time-consuming and open to errors. A more seamless way of this happening would be brilliant. Thank you.

It would improve ticket management for events and make life simpler for our volunteers if tickets bought through TidyHQ could be added to Apple or Google Wallet.

Being able to identify send issues (eg. Hard Bounces, Spam Filters, etc.) for Communications emails would be extremely helpful, particularly for clubs with large email lists (1000+). Saves having to manually scroll through pages of information to find Bounces.

A member needs to be suspended from their membership for a specific period of time. i.e. 2 weeks.In that time we want them to be seen as not an active member.We want the option to extend or not extend their end membership date.We want to restrict them from purchasing any other membership in this suspended time.

Issues with all family members being able to download their own unique digital membership cards if on a Family membership. They can all only download one family member's card from the link provided in the "renewal success" email that's generated. Whilst they are able to sign in to their member account to download, we are getting push-back that they don't want to do this and just each want a unique link to click and download. Appreciate support for this idea.

The description of the membership should be able to be viewed from the initial Membership page. Currently to view the description of each membership, you need to click on each button to see what each one of them include.

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.

Option to create an "inbound" email via API, "from" an existing but arbitrary contact. This would allow e.g. external forms to create/update a contact and then send the form contents to an admin - as though the contact had emailed the details in themselves.

Shared Events (forthcoming TidyConnect feature) allow Org A to share an event's contacts and some editing controls with Org B. For joint events (e.g. two student clubs) it's common that members of either club receive a discount. Current approaches involve the "other" club sharing a Pass Code. For a shared event, it'd be neat if Org A could delegate ticket access settings to B. This would allow e.g. logged-in users to validate as a member of B to access the ticket.

There should be a way for admins to lock a contact/member's account - this could be if the there email has been compromised or other reasons.

During the login process after a member enters their email address and on the page requiring input of OTP code, the member's name is shown. I believe this is a security risk as it's shown before the member is fully authenticated and is open to security breaches. No personal information should be shown at this stage. In the least there should be an option for orgs to enable/disable this bit

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!