Feature Ideas

As a not for profit, we have o365 and use teams in particular for meetings. Would love to have Teams integration (either from TidyHQ OR an email address we can send to that logs the meeting in TidyHQ), as our organisation does not want to have Zoom in addition to Teams.

As an admin I want the ability to save personal settings such as the number of contacts displayed on a page So that I can reuse the setting the next time I log in

Idea: once a meeting is finalised, save a copy of the PDF into Storage. This provides a modest amount of redundancy against system failure, and some peace of mind.

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.

Is it possible to pass on the TidyHq and Stripe fees to the customers

Often users change their email or there is an error in the email address. The ability for the administrator to see the login history of a contact would be very helpful when resolving problems of multiple contracts and errors in email addresses. NOTE that we don't let users register themselves for membership, we control the registration which sometimes leads to errors in email addresses being entered, a combination of entry error and difficult to read email addresses. Consequently we have no way of checking if the welcome email was received or if the users has ever logged in to set their password.

Ability to create Sponsorship Levels, accept payments for sponsorship and add them to webpages on multiple layers or sliders. e.g. WP Brand Logo Slider Simple Sponsorships Wordpress plugin

We'd like to configure appropriate shipping options for each Shop item. Currently all shipping options are listed for every shop item, regardless of whether it's valid or appropriate. For example, very large items may only have pickup or high value postage available. Small items could be lower postage value.

This makes finding, dislplaying and checking tickets at events easier and quicker for attendees and admin staff alike.

It's more accepted in the industry as the go-to platform.

The Digital Membership Cards when loaded into a Google Wallet don't update when the membership is cancelled. However, if I update the End date (on Cancelled) membership it does update in wallet - although oddly it disappears from wallet. When membership is reactivated the DMC re-appears. It should instead display that the membership is cancelled/inactive/expired instead - maybe the option to use different color for inactive/cancelled card. This does seem to be a bug.

We'd like progress to be periodically saved when taking meeting minutes (auto preferable, manual otherwise), so that notes are kept in the event of a system or browser crash.

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