Automatically Complete a People Flow as one of the steps
We have people flows that do automatic things only, and someone has to manually go in and complete the flow. Would like an option to choose as the last step, 'complete/close' the people flow, so the whole process goes automatically.
Ability to mark Payment Methods for Event Registrations to be Admin Only
Can certain payment methods "paid by sponsorship" and "paid in person" be locked down to only be accessible by event admin? Some people are technology challenged :) they just want to pay at the giving counter at church and register in person. We want this to be a locked down feature so that people registering online can not select "paid by sponsorship" or "pay in person" if they haven't been approved for that or haven't paid yet.
It would be nice to be able to create a "celebrations calendar" that is populated with birthdays, anniversaries, and baptism dates from everyone's profile information. (icons for each type would be a nice touch: b-day cake for birthdays, set of rings for anniversaries, cross for baptisms). It would be helpful for people to see these dates all "stacked" in chronological order in week view, month view, or list view. This would be more convenient than what we can generate through reports.
Add baptism date field
It would be great to have a field for baptism date built into the profile area. We have a custom field currently, but I would like to have the corresponding calculated field for Baptism Month for display in the member directory.
Ability to change default "Per Page" amount
There doesn't seem to be great gain in the default display being 20 items per page. Can the default setting please be 500?
Add Table to Custom Field Options
In our old database software we had the option to add a custom table to profiles. This would be a very versatile field as it could be used for many applications and help build more complex reports and people views. See sample image.
Add header title to Batch reports
The Built-in report for batches does not include any header information other than the word "Batches" and the total number of transactions. The report becomes almost meaningless when it is printed or shared because it doesn't identify the batch numbers or dates. It would be great if these selections were automatically included in the report header, and even better if there was an option to add a custom report title. Another improvement would be the ability to save the selections as a custom report preset.
Each week our deacons enter offerings then print the batch. then they take it and have to fill out a bank deposit record. It would be amazing if a button was there to "print deposit Slip" which listed the checks then listed check total, cash total, coin total and finally grand total. The slip would include church name and account number. This would save time and improve accuracy for our multiple deposits every week. Thanks for taking a look into this!
Multiple Volunteer Reminders
You can only set 1 reminder before services. Right now we have it set for 5 days before service, in case our volunteers need time to find a replacement for them. However, if they do find a replacement, the new person will never receive a reminder... because it will never be 5 days before the service again. It would be great if we could ALSO send reminders 1 day before service to everyone currently scheduled (including the new volunteers) that they are expected the next day. Multiple reminders for services. Thank you.