Your comments
Similarly, it would be helpful to have an "Add to Member Group" or "Create Member Group" at the top of reports, so that we could filter out a specific subset based on Event Registrant Detail, and them at the top where the options are to Export to Excel, Export as PDF, or Email.... add a button to "Add to Member Group" or "Create Member Group" from that subset list.
Is there an ETA on this feature? Will it be ready by Fall 2025?
The CR options are too limited, so our club also uses Constant Contact. Features we need: better formatting options, ability to save drafts & templates, edit/reuse former emails, schedule delivery, track open rates, automatically re-send on [ x ] date if unopened, etc.
Agree. Please program the phone number field to automatically format the phone # into a consistent format. Either (xxx)xxx-xxxx or xxx-xxx-xxxx ... either will work as long as it forces the consistency. This should be an easy quick-fix. PLEASR and THANK YOU.
Agree with the above requests.
Our club needs to give customers a window to review invoices before collecting, but then our invoice batch is too large to manually collect each bill. Need an option to either schedule a date to charge all cards, or a button we can click to collect payment on all outstanding invoices within a batch.
Customer support service by UserEcho
We would like the ability to generate an invoice for a member that is a specific amount less than the total due.
In other words, so the member can make partial payment against a single fee. We invoice for a full session at once, and individual event fees can be over $1000. For members who request a payment plan, it would be so helpful if we could generate an invoice for them for our agreed-upon-amount (which is an amount less than the total fee due), and the member could click into the invoice to pay. If the fee is $1,000, for example, we'd like to be able to generate an invoice for $500 for that customer to pay now, then the remaining $500 later.