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Product Management Corner
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Topics   Replies Score Author Latest Post
Ideabox Follow-up - Allow admins to change the field label for profile fiel 18 Brian Weaver Adding custom fields that you can do more with would also be nice. We have a custom field for "Certifications" that we usually want to append to everybody's name, but we can't do that in most places.
by S. Records, IndySHRM
Tuesday, March 12, 2019
Customized Invoice Templates 18 C. VanSolkema, YourMembership I would love to have customizable invoices. Not just one customizable invoice. I would like the option to be able to customize it to a particular membership and save it to that membership. We have members from 80+ countries. It would be nice to be able to customize a few additional templates for geographical sections. Thoughts of what I would customize on them: a message in another language, remittance address and contact info (some chapters and sections of membership should send their dues to chairman or treasurer of their section to make transfer to head office in one transaction to help with currency exchange and pay a wire fee only one time ). The current template with the ineffective and confusing debit and credit lines does not work for anyone. It would be nice to be able to customize for many, many reasons. Currently, the message for Canada members regarding C$ and USD$ goes to everyone, not just Canada members as there is only ONE template! Also, I want to turn off auto-renew on one membership. But, only one dues payment notification template is available. Per YM functions: Auto-renew is automatic if the member pays by CC. Members do not sign up for or consent to this auto-renew. The dues payment notification has been customized explaining to members if they used a CC, they are now on auto-renew and how to turn it off if they don't want it. But, since there is only ONE - it would still tell people they are on auto-renew regardless if their membership is set to allow or not allow auto-renew. The functionality of allowing or not allowing auto-renew by membership is there per membership. But, the functionality/customizing doesn't work anywhere else!! FRUSTRATING!
by Stephanie Wilhelm
Thursday, December 20, 2018
Simplify Joining 1 K. Hansen excellent idea!! well done Karen.
by Sharon Bacon
Friday, October 12, 2018
Ability for Member to select Personal or Professional as their "Preferred" 24 Brian Weaver hey YM, many of us are waiting on update for this feature. not having this feature is causing my team many wasted hours and frustration.
by T. Watson, Louisiana State Medical Society
Thursday, October 11, 2018
Idea Box broken: Allow members to opt out of directory search for GDPR comp 6 M. Morris, The American Philosophical Association Sorry for the slow reply, I was on vacation last week.  Did you put a ticket in about the directory search filtering?
by C. Horsley, Association for Linen Mgmt.
Monday, June 18, 2018
Contact form spam 7 K. Hansen I just wanted to follow-up my previous rant to say 'thank you YM!!'.... since you introduced reCAPTCHA, I have not received any spam emails - hooray!
by P. Murray, Access 4 Learning (A4L) Community
Tuesday, May 22, 2018
Updates to Make an Adjustment 17 Brian Weaver Could we also have an adjustment category added that, if I need to cancel the invoice (i.e. apply a credit) that it DOES NOT automatically update the membership expiry date and mark them as 'Paid' please? I have to then go back into the record an manually re-correct the membership date as expired....
by P. Murray, Access 4 Learning (A4L) Community
Monday, April 30, 2018
Early Bird / Discount Code - Apply by Member Type 3 L. Reily, Society of Dermatology Physician Assistants (SDPA) Sorry that last part was meant to say - we cannot restrict our conference registration to members only because then we would have to have two entirely separate registrations for members and nonmembers and in turn we'd have to combine the registration tracking from the two systems which is equally tedious. 
by L. Reily, Society of Dermatology Physician Assistants (SDPA)
Friday, January 5, 2018
Upvoting URL idea! 0 K. Hansen I'm upvoting this idea from Leah Reily which was rejected as "functionality already exists," because we have NOT found that the functionality exists, but it should! We were initially told by our implementation manager that the /page/customname links should work, and we placed them in hundreds of locations on our public website, hyperlinked in emails, etc. Then we discovered that nearly 100% of visitors were being sent to a 404 error page. Then we were told by our second implementation manager that this was an unexpected issue, and the /customname links should work. However, we never got a solution and continue to have the same issue. I've manually changed hundreds of links online, only use the /?page= convention when sharing, and am trying to figure out how to get other people sharing our pages to do the same instead of copy/pasting form the URL bar (which shows /page/customname and doesn't usually work). The latest response from support we got was: "If you are sourcing from within our system, the /page/name relative path is perfectly fine but if it's used outside of our system that will not work. As for now, anything outside of our system should be utilizing the permalink." (Permalink being the /?page= URLs). So "functionality already exists" doesn't really seem to be the case.
by K. Hansen
Thursday, January 4, 2018
Query: Closed Status 4 S. Shark, Colorado Mining Association Hi Stephanie, we do these type of reports very often but we use the ecommerce tab. 
by T. Maysonet, Florida International Bankers Association (FIBA)
Tuesday, November 7, 2017
Separate Adjustments from Payments and Credits 5 Brian Weaver I agree, it would be great to build our own invoice. We struggle to get certain invoices, especially around tax time formatted without a cumbersome amount of effort.
by Daniele Lea
Tuesday, October 24, 2017
Membership Installment Schedule 26 Brian Weaver Hi, Thanks for the feedback. This update has not received any attention or traction in a while. We have not put any more thought into it. The best way for us to gain an understanding of the need is to place it in the Idea Box and let admins vote on it. It may be in the Idea Box already.
by Brian Weaver
Wednesday, April 26, 2017
Table Field Type in YM (Custom Field Type) 4 Kaye Grandstaff I wonder if this custom field of type "table" could also be used to store the bulk email content that was sent to a member..  currently, our admins are creating activity logs with all of this data so they have a record of it.  Maybe this has multiple uses.  Shall we place it into the Idea Box?  I bet if we stated the solution is to be able to store rich content and it be attached to the member the same way a custom field is we would probably get a lot of votes. :)
by Brian Weaver
Wednesday, April 12, 2017
Will an email be sent out when the Idea Box is open? 3 J. Haworth, South Carolina Association of Counties I didn't receive a notification either. I just subscribed to this topic specifically. Let's see if I receive a notification.
by Brian Weaver
Monday, April 10, 2017
Custom Reporting Update = Functionality Needs + Usability Needs 11 Brian Weaver Been taking some data science classes lately - one of the tools I am starting to learn is Microsoft Power BI. Right now I am able to play with the functionality through connecting to data stored in Excel files, but like Paul Kool - I would like to see YM be able to connect with this application to explore the analytics component of Power BI in real time.  Sometimes my directors require a little more relevant data visualization than pie charts and bar graphs, and I feel this tool can offer that.
by Kaye Grandstaff
Friday, April 7, 2017
Activity Logs in Custom Reporting 4 Brian Weaver We use the activity log as CRM for our members. We log every member touch. Phone call, email, request and response. The info as mocked up looks fine. I would like every admin action, update, etc to be recorded there. In a perfect world, manual entries would not be editable by admin after submission unless a permission was enabled ie they had supervisor/manager rights via the admin permissions options.
by Heather Blush, CAE
Tuesday, March 21, 2017
Do we need Payment Allocation Rules? 2 Brian Weaver I agree with PP - I'd love to see this able to be controlled by either the admin or member/user. The current setup of even percentage point can be an accounting nightmare right now, and can cause confusion when following up with a member on outstanding balances.
by E. Schlicht, Association Acumen
Thursday, March 9, 2017
Ability to select Primary Contact type address for mail merge 2 M. Roy, Maine State Bar Association If there was also a way to conveniently export the entire professional or personal address block from custom quieries, that would be much appreciated.
by T. Meyer, Home Care Alliance of Massachusetts
Friday, January 6, 2017
Importing Accounting Journal entries rather than Invoice Items 2 Brian Weaver Would you need to batch these or would a custom report that was summed by GL Code work?
by Brian Weaver
Wednesday, December 28, 2016
GL Codes for Payments 3 Brian Weaver Thanks. This is helpful information. Sounds like we should add a GL field for payment type. If you do not use it then you would not define a value.
by Brian Weaver
Wednesday, December 28, 2016
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