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Product Management Corner
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Topics   Replies Score Author Latest Post
Assigning Reminders 2 Liz Peuster Thanks Heather, I was afraid I was going crazy!!If there were a way to have, for lack of a better term, an "in your face" way of showing admins what they need to address, that would be so helpful. It's easy to say "add another notification." The workaround we are using internally for sending reminders is setting the due date in the future so the alert is triggered, but that only works for reminders, not contact forms. I think this is a powerful tool within the system and is likely underutilized. That's just my supposition based on my own experience though.
by Liz Peuster
Tuesday, December 20, 2016
Anyone using a fullfillment center to ship orders with YM 0 C. Coleman, AH Wondering if any other YM users are using a fulfillment center for shipping orders? We have had a client request and was not sure if real-time shipping processing was coming on the pipeline. Is any one using an API solution?
by C. Coleman, AH
Tuesday, November 22, 2016
Connecting to a Company file in MS Dynamics GP (formerly Great Plains) 0 Brian Weaver Great Plains gurus, I need your assistance. How do you connect to multiple companies in which you manage their accounting information? Is it similar to QuickBooks where you connect to a company file when you login? This is an actual flat file that resides on your computer. Or is it more along the lines of a database with multiple companies within it and you select the company to connect to when you sign in? While I am getting GP installed in our internal environment for testing I wanted to reach out to you and get your expertise. We are in the beginning stages of coding our integration to GP and we would like to get your feedback on how you connect as this is how we will need to build the "connection" between our upcoming YM GP Connector and the company to which you want to import invoice items. Keep in mind we are building the integration so you can schedule invoice synchronization. We are not going to require that you download the financial batch and perform a manual import into GP. If you are an AMC and manage several associations we need a way for you to define some connection settings so the GP company is connected to the correct YM site. We assume the company in GP has a unique company ID. I look forward to your feedback.
by Brian Weaver
Monday, November 7, 2016
How do you currently document Board/Committee Meetings? 11 Brian Weaver 1
by Heather Blush, CAE
Wednesday, October 19, 2016
QuickBooks Online integration coming soon 1 Brian Weaver If a Member does not exist yet in your QBO Company, you have the option to create the customer or not.This also is true for missing Items.See attached image.Thanks,Brian Weaver
by Brian Weaver
Monday, August 8, 2016
Installment Schedule - Specific Due Dates 6 Brian Weaver Our membership is yearly, based on the join date, with a monthly payment. We previously set all expiration dates to the end of the month for a year after they joined, starting the roll over at the middle of the month. Example: If they paid on 2/4, they would expire on 2/28 of the following year. If they paid on 2/24, they would expire on 3/31 of the following year.Quarterly payments would not work for us. Fixed date payments may, if they are monthly. The logic above is what I personally would expect.
by Summer Gonter
Tuesday, July 26, 2016
How do you measure an Engaged member? 4 Brian Weaver I'm just starting to look into engagement for our organization. I've not gotten very far, but have entered a bunch of data as inactive groups and planned to export that info and just do a manual look at who's doing what. Right now I just want to track to see what members aren't doing anything with us meaning they are more likely to let their membership lapse.It would be great if I could easily see who's participating in surveys, opening emails sent, renewing early. It would be even better if I can use something besides groups to track contest entries, winners, etc. I'm not far enough along to want the sophistication of monthly participation (quite honestly we don't use a lot of the YM features such as blogs, forums, etc.) but I would just like to easily pull reports to see how many are participating in webinars, what % of our members sign up for events, etc. and who isn't doing anything. Related to this, would be how long they've been a member. If they continue to renew year after year, but have no other "engagement" w/us, that tells me they get what they need from us even if they don't seem engaged. This type of activity would concern me for new members, though, and I might do some additional touch points with this group.Again, since I'm just getting started in this, I was looking at measuring level of engagement as on an annual basis was the member:Fully engaged - 4-5 elementsSomewhat engaged - 2-3 elementsNot really engaged - 0-1 element
by Teresa Ransdell
Monday, May 9, 2016
Customer Relationship Management 5 Kaye Grandstaff Quote: Originally posted by L. Teris: Brian, Did this thread result in any updates? Thank you! Leslie, While we have not had any code updates we now know that we need to update our Groups feature to accommodate such things as a committtee meeting or a board meeting where agendas are set, tasks are assigned to be completed prior to the meeting and a place to maintain a "minutes" section that is easily viewable and updateable rather than relying on attaching a file to a group file library. For the documentation that needs to be readily available to all the group can be an OPEN group whereas those documents from board meetings can be inside a group that is hidden or private. Does this sound like a solution to that you were looking for when coming to Unity for some insight?
by Brian Weaver
Tuesday, May 3, 2016
Unity as the YM Sandbox 0 Denis Moreau Wouldn't it be cool if YM and all of us used Unity as its communication medium?How about uploading all the Xperience videos into Unity?How much better could we make YM if we as administrators used it ourselves?We could come up with and share all kinds of ideas.Does anyone else have any great ideas?
by Denis Moreau
Wednesday, April 27, 2016
Name Badges, QR Codes and Interactive Registration 0 Kaye Grandstaff Hi Brian. Have to say, the webinar on the Events Management features was quite the hit here at the office J After watching it and seeing how the new features work, I was wondering if I could pick your brain for a second. Name Badges:I think it is really cool that they can be printed all at once.  There is a specific kind of name badge paper we use, each card is 4 x 3 and have bars on the top and bottom. They are color coded so we know who our regular members are, who are the affiliates, and who are our sponsors and exhibitors.  It would be so cool if we can download the name badge info with the QR image - we usually add the attendee’s professional title, so usually it would look like this: FAC Logo                                                 Name of the Event NICKNAME OF ATTENDEE Full Name of Attendee Professional Title ORGANIZATION NAME The color bars appear above the logo and below the organization name. I don’t foresee us changing the type of name badge paper anytime soon, but if there was a way for us to have a modifiable template that would be sweet.Also I wish we can be able to sort how the badges will print (like, by last name) before we generate them on PDF.  It would be easier to detach them and sort them versus printing them as they appear and then scrambling to alphabetize them. Sign in Sheet:Currently the way we sign in members is very manual and highly interactive --- our members love to chit chat at the table as they are getting their packets; I export the list of attendees and drop their names (mail merge style) into a sign in sheet template.   The names are sorted by last name, and then the list is printed – two copies.When the member/attendee shows up at the registration desk, the person who checks them in writes their initial on the box that corresponds to that person’s name, and then hands them their packet. Typically the person who hands out the packet should also be the one who initials the box, but that doesn’t always happen. Also, if an attendee picks up someone else’s packet, we have to write a note on the sheet in the space provided and mention who picked it up, and then the box gets initialized. I would really like to do away with this and check in members online – but then the problem would be how to document who checked them in and if someone else picked up the packet.  So I was wondering, is there a way to capture the information of the person using the QR reader (presumably through her phone’s QR reader) and append that info onto the Administrative Comments?  Marking them as attended via QR code is awesome – I just know that my boss would also like some accountability included in that, so she knows who marked them as attended.  It is also how our education department  assigns credits for CEUs. Let me know your thoughts.
by Kaye Grandstaff
Wednesday, January 20, 2016
Event-level Dashboard items 4 Brian Weaver Quote: Originally posted by D. Moreau: Total Registered? Total Collected ..... is that the same as total orders? or is it the difference between total orders and remaining balance. Seems like there should be more but it is not coming to me. Denis, In the example $9,710 is the overall total of the store orders. $5,457 is what is still owed to you. I thought about having a tile for Total Payments. Do you all see a need for a tile with a breakdown of the different invoice item types that make up these totals such as: Early-bird discounts: $1275 Store Promo Codes: $750 Adjustments & Credits: $25
by Brian Weaver
Tuesday, December 22, 2015
Request for: New Export from Directory Search 3 T. Meyer, Home Care Alliance of Massachusetts Along the same lines, I think it would also be great if YM could add a criteria that allows users to search by Professional Title.
by Kaye Grandstaff
Tuesday, December 15, 2015
Installment Payment Options for Member - User Interface update 1 Brian Weaver Nice.
by T. Meyer, Home Care Alliance of Massachusetts
Friday, November 20, 2015
I need your help. How should Refunds be allocated on an invoice? 2 Brian Weaver Quote: Originally posted by T. Meyer: Could you provide an example? Also, are we talking credit card, check, or both? Tom, We have a report called the Payment Allocation Report and it will allocate payments across all invoice items. If a credit and subsequent refund are applied to the invoice we currently allocate a portion of each payment to the refund amount. Essentially, we treat the refund line item as something that needs a payment. We had heard from some customers who want it to be omitted from this report while others want it treated as its own line item and not part of any allocation calculation. Example, a membership with a modifier totals $100. The member pays $100 of which $20 was for the modifier.  Later the amount of the modifier is credited off and a refund is given to the member. The payment allocation report will allocate a portion of the $80 remaining payment to the Membership and the Refund. It will also allocate a portion of the $20 credit to the Refund.  This results in the payments being allocated to items that did not need to be paid off as they had an offsetting amounts. Are there invoice item types that should be exempt from payment allocation or is this something that is decided per customer as part of their specific accounting practice?
by Brian Weaver
Monday, November 9, 2015
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