Manish Patel
Crain Communications Inc
Upvoted Improve collaborator on-boarding experienceUpvoted Search function for collaboratorsCommented on Add "Transfer" as a Refund ReasonJust a point of clarification here. When we are issuing a refund on the Payments screen under Customers module, there is a Reason = Transfer. The problem arises when the wrong “Reason” is selected. For instance, instead of selecting “Transfer”, if someone selects “Requested by Cu…Upvoted Add "Transfer" as a Refund ReasonCreated Improve Searching for Members in the Membership ViewCommented on Allow Existing Pending Users to Be Set to Active During Corporate License Reinstatement@Nikisha Bolloju there is a way to handle this already and both the Finance team and Customer Service teams are familiar with this process. Happy to take this offline. Thanks ManishUpvoted Allow Existing Pending Users to Be Set to Active During Corporate License ReinstatementCommented on When a user is deleted from the customer list, they still remain on the member list,. That doesn't make sense. Deleting a customer from the customer list should automatically take them off the membership list.I have a hard time accepting that Customers should be able to be deleted. There should be a way to mark Customer’s inactive so that they are not permitted to log in and hidden from view. I will be glad to share some idea’s on how to handle customer inactivation and yet be able to…Upvoted When a user is deleted from the customer list, they still remain on the member list,. That doesn't make sense. Deleting a customer from the customer list should automatically take them off the membership list.Upvoted When looking at the membership list, we would like to see the customers name instead of the email fieldCommented on When looking at the membership list, we would like to see the customers name instead of the email fieldI will upvote this but Membership email address is equally important / essential for us as often times we are not given Member names, just email addresses. So, I would request changing the Definition of Done to: Display both Email address and Member Name columns.Upvoted Support SEPA payment method on the platformUpvoted Customer Record Audit Log (Changes & Deletions)Upvoted Standardize Field Naming Across Export FilesUpvoted Per-Collaborator AI Agent PermissionUpvoted Support User-Level Auth Token ExpirationUpvoted Export Collaborator API Keys with Usage & Expiry MetadataCommented on Add last login and exports in collaboratorsThis is amazing!!! Thanks for adding these features. Just a quirk that I noticed, which is not unmanageable, is that once you take some action on a Collaborator, the view resets to the default view. In other words, say, I sort the Collaborators view by Last Login and then I delet…Upvoted Add last login and exports in collaboratorsUpvoted Support Locale-Based Date and Currency FormattingUpvoted Include Billing Information at Subscription CreationCommented on Bill to and Ship to addresses included on generated invoicesIdeally, this should be a System option that is configurable which address to include on the invoice: Options should be: a) Billing Address b) Shipping Address c) BothUpvoted Bill to and Ship to addresses included on generated invoicesCommented on Introduce member.subscription_updated webhookHi @Rana Haleem is this released?Upvoted Introduce member.subscription_updated webhookUpvoted Payment Link on Past Due Invoices.Commented on Accounts Receiveable (AR) Export - Add additional fieldsHey @Rana Haleem we took a look at that report and compared it with the original AR Export report and the new AR Aging Report doesn’t fully get us there. Should I post our findings here or should I post it as a ticket on the Support board?Created Expand the size of the Footer Memo or alternate field and allow basic html/markdownUpvoted Ability to assign granular access controls to API keys.Upvoted Include Change Amount in Order Summary OpenAPI