Feature Ideas

Change to 'membership expired' notification, so that TidyHQ does not send this to a member who has an active membership. For example, as a club with different membership levels, if a member elects not to renew their 'Silver' membership in favour of purchasing a 'Gold' membership, they continue to receive the 'expired' notification, because their profile has an expired membership attached to it (despite the person being an 'active' member). Alternatively, the ability to choose who receives membership expired notifications, so that clubs can manually (worst case) ensure that select members who fall into the above category do not receive the automated expired notifications that other members get.

TidyHQ allows memberships to be created in bulk from a contact group. However, some contacts in the selected group may already have a membership or may not need the new membership. At present, the bulk process includes everyone in the group, which can result in duplicate or unintended memberships being issued. It would be helpful if the process displayed the contacts in the selected group before creating the memberships and allowed administrators to exclude or deselect individual contacts. Ideally, the process could also: Automatically identify contacts who already hold the selected membership Exclude existing membership holders by default Show a warning beside possible duplicates Provide checkboxes to include or exclude each contact

"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.

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

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.

When I purchase something I would like the option to add an extra little sumthin sumthin ($$) to help the organisation out.

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)

The ability for admins/management to view TidyHQ from a member's perspective. When a member is having difficulty with, for example, renewing membership, or viewing a task it can be hard to determine what the problem is if they can't explain it. The ability to view the site from a member's perspective can be helpful.

When duplicate contacts are merged, and both sides have memberships belonging to the same level, those memberships are merged. However, it's not possible to do this when a single contact has two copies of a membership (short of transferring one of the memberships onto a duplicate contact, and then merging those).

Hi Isaak and team, a club newsletter template would be really helpful. (perhaps similar to your Agenda space) so that different members of the committee can add their little bit . And then easily publish to the main site and email to all subscribers from the site. Thanks! :) Danielle @ Freshwater Pony Club

It would be helpful to have an online directory module so that general members can reach and view other member's contact info (email address, mobile phone).

Ability to discount memberships (pro rata for part year)

how do we do this? we want all phone contacts into the primary telephone field