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Feature Requests

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Xero
Integrate Xero - pushing transactions from TidyHQ to Xero.
6
·

in progress

Ability to assign task to a Role instead of an individual
For succession purposes it would be better to assign tasks (especially recurring ones) to a role e.g. president rather than the current incumbent of that role. As it stands you need to manually re-assign tasks when there's a change in personnel.
6
·

in progress

A default smart group for members that have expired in the last 30 days
https://app.intercom.com/a/apps/ziuaagmx/inbox/inbox/12396/conversations/1044200022099 Have a default Smart Group created for Members that have expired in the last 30 days. Find contacts with expired memberships but no active membership. These are the ones the administrator needs to contact about renewal.
1
·

in progress

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