Feature Ideas

The smart group feature is very useful as a method of exporting a filtered list of contacts that meet a set criteria as a csv file for use in a mail merge or other automated process. The problem is that when I open a smart group I have created the displayed fields reset back to the default selection of Contact, ID, Email and other groups. I need to open the display fields each time and select the additional fields like address or first name last name I want in the export. It would be great if when I save a Smart Group I could also save the fields I would like displayed/exported each time I use it.

In the one checkout buy a membership or an event ticket and a shop item like a t-shirt

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.

I recently lost the entire meeting minutes when at the last agenda item. Yes, I should have been saving as I went but I didn't.

It would be good to have a filter for the "customer" column for easy sorting. I have over 300 orders and have to remember approx everyone ordered. Creates a more user friendly and efficient system.

The link to emails sent to and received from individual contacts in the contact's record is really useful. Would it possible to add a similar facility to groups?

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Create a dashboard or reports to help with illustrating to a committee or board what is happening with memberships. Date/Period Be able to define the period we want to report on (like Finance reports) Have it compared with the same, previous period Growth Monthly Recurring Revenue (MRR) from Memberships. It can be thought of as the total amount of revenue you can reliably expect to receive on a recurring basis. It is one of the most important metrics for a Membership organisation to track, as it provides a forward-looking measure of growth and predicted revenue. We can calculate the approximate MRR by summing the monthly normalized amounts of all subscriptions from which payment is being collected at that time. For example, an annual subscription for $1,200 only counts $100 towards your MRR. This includes subscriptions in the status=active and status=past_due states. MRR Growth Net Revenue New Members - This occurs when a new or existing customer starts a new active subscription, or upgrades from a free subscription to a paid subscription. Products MRR by M'Ship Level Retention Member churn rate - The churn rate is measured by the sum of churned members/subscribers in the past 30 days divided by the number of active members/subscribers as of 30 days ago, plus any new members/subscribers in those 30 days. Churned Revenue - The churned revenue for a given period is a sum of lost Monthly Recurring Revenue ("MRR”) from churned members/subscribers. If a customer has two subscriptions and cancels both, we will count each cancellation as a churned member/subscriber. Member retention by cohort Revenue retention by cohort Members Average Revenue Per Member (ARPM) - is the total Monthly Recurring Revenue (MRR) divided by the number of active members/subscribers. Lifetime Value (LTV) Recently Churned Members New Members Number of Members holding 1, 2, 3+ Active Memberships

"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

If there was a 3rd choice when checking out for a Membership for an “Invoice me” That would allow the person to complete the membership application and then have the system raise and send a manual invoice. Similar to when manually processing a member and sending an invoice, it would allow us to track the payment via another means or handle part payments.

For succession purposes it would be better to assign tasks (especially recurring ones) to a role e.g. president rather than the current incumbent of that role. As it stands you need to manually re-assign tasks when there's a change in personnel.

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

In a recent audit, we were picked up for not having out minutes signed. As there is no ability for the Chair to sign electronically, we had to print a hard copy of all minutes and get him to sign for the auditor. Can Tidy HQ please consider adding ability to do electronic signatures by the chair

We often get people coming to the clubhouse and buying a piece of merchandise over the bar/counter. We want to be able to manually record a purchase (like we do with event tickets).