MemberClicks Ideas

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We're always on the lookout for ways to make the MemberClicks experience more refreshing. Whether it’s improving our products, tweaking our processes to better serve you, implementing new features or changing the way we communicate with you, we want to hear your ideas.

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1

Schedule & Automatically Email Reports

It would be most excellent if we could schedule reporting to run automatically and the results be emailed to a specific list of people. I.e. have a membership report be automatically run every Monday at 6:00 a.m. and emailed to staff.

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Created by ashleywollam 20 hours 29 min ago – Made popular 20 hours 29 min ago
Category: Product   Tags:
  • automatic
  • Product
  • report
  • Reporting
  • reports
  • Login or register to post comments
  • 1
1

Dynamic Reporting

Right now, we can only schedule reports for specific dates. It would be awesome if the reports could be scheduled for dynamic stretches of time (last week, last month, last quarter) and whenever we run the report, it would run it for the last period of time indicated (week/month/quarter/year).

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Created by ashleywollam 20 hours 31 min ago – Made popular 20 hours 31 min ago
Category: Product   Tags:
  • Product
  • Reporting
  • Login or register to post comments
  • 1
0

Clean up the drop down menu in forms

When submitting a form on behalf of a member, all of the forms show, including those forms that have been made inactive from past events. We do new forms for each event, so that list is going to get mighty long to sort through. My idea is that when forms are made inactive, they would not show in that drop down menu for the admins.

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Created by kristen.solis 3 days 19 hours ago – Made popular 3 days 19 hours ago
Category: Admin Interface   Tags:
  • event
  • forms
  • list
  • Registration
  • RSVP
  • submit
  • Admin Interface
  • 1 comment
  • 0
1

Move attachment link to top of email message

Is it possible to move the attachment link to the top of the email message? We have had many repsonses to emails sent stating that there was no attachment. I now know that we should include directions to scroll to the bottom to find it, however, people are used to seeing attachment links at the top of a message.

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Created by mmurch 4 days 16 hours ago – Made popular 4 days 16 hours ago
Category: Help/Support   Tags:
  • attachment
  • Help/Support
  • Login or register to post comments
  • 1
2

No more HTML

While you should always have the option to view and edit HTML, there should be no place that you should be required to enter and format text in HTML. There should be a WYSIWYG editor for everything.

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Created by nbanks 1 week 15 hours ago – Made popular 1 week 15 hours ago
Category: Product   Tags:
  • editing
  • html
  • Product
  • WYSIWYG
  • Login or register to post comments
  • 2
1

Remove Inactive Forms when taking form on behalf of user

We need to create new forms each year, so the list of forms that comes up when we take a form on behalf of the user will get progressively longer each year. We'd like to be able to remove inactive forms from the drop-down menu to make this less tedious.

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Created by skarlson 1 week 2 days ago – Made popular 1 week 2 days ago
Category: Admin Interface   Tags:
  • forms
  • inactive forms
  • taking forms
  • Admin Interface
  • Login or register to post comments
  • 1
3

Discount Code Options

It would be helpful if there were more options within discount codes, such as; codes that could only be used a specified number of times, and forms that generated unique codes that could be used within that form or another form.

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Created by nbanks 2 weeks 4 days ago – Made popular 2 weeks 4 days ago
Category: Product   Tags:
  • Discount Code Functionality
  • discount codes
  • Product
  • 1 comment
  • 3
1

Attributes from Parent profile automatically update child profile

It would be nice if certain attributes could be selected that would automatically cascade to the child profiles. This option is already available for forms, but not for profiles themselves. This would be useful in situations where, for example, a search criteria is given to a parent profile that also needs to be searchable among its child profiles. Right now, it is necessary to update every child profile by hand.

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Created by CFCanada 2 weeks 4 days ago – Made popular 2 weeks 4 days ago
Category: Admin Interface   Tags:
  • attribute
  • attributes
  • cascade
  • cascading
  • child
  • parent
  • profiles
  • Admin Interface
  • Login or register to post comments
  • 1
2

Enable Admins to Move Receipts to Different Records

Frequently our members will try to take a form using an email address we do not have on file. As a result, a duplicate profile is created and both of their profiles have receipts. It would be good if we were able to move the new receipts to the old profile (or vice versa) and then delete the duplicate profile.

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Created by ashleywollam 3 weeks 18 hours ago – Made popular 3 weeks 18 hours ago
Category: Product   Tags:
  • duplicate profile
  • Product
  • 1 comment
  • 2
3

Make bulk additions to e-lists easier

It is a big inconvenience when trying to add more than a handful of people to E-Lists. Additionally, when you click on "Add Members" it takes forever for the list of people to load (and it never loads completely, leading me to suspect a time-out issue?). What would be hugely helpful is if we could:

a) add people by group (i.e. Add all Professional Members to X e-list).

b) add people who are the results of an advanced search (i.e. after completing an advanced search you are given the option to do XYZ with those people - and one of those options would be to "add to elist")

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Created by ashleywollam 3 weeks 2 days ago – Made popular 3 weeks 2 days ago
Category: Product   Tags:
  • bulk
  • E-List
  • elist
  • import
  • Product
  • 1 comment
  • Read more
  • 3
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