Ability for contacts to update their information themselves through their Zeffy account
A
Asmaa
Is it possible for current members or donors to update their profile for all the info that is on the questionnaire they've filled out first and not just email and name ?
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Ella Roy
Merged in a post:
Ability for contacts to update their information themselves through their Zeffy account
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Natalie
Currently, contacts can only update their name and email address through their Zeffy profile. It’d be great if they could also update things like address, phone number, etc. This would allow us to have the most up-to-date information on how to get a hold of our donors and members.
Ella Roy
Merged in a post:
Allow contacts to create login and update information
A
Amol
this will save time in entering information every time they make a donation or register for an event.
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Halton
There needs to be a way to reissue an income tax receipt when someone has updated their physical address so that the receipt has the updated address on it. Also future receipts should reflect the new address.
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Maryse from Zeffy
Merged in a post:
Allow members to edit their information
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Grace
I am using the membership form for an annual volunteer application for our small Bible camp. I would like to be able to send the returning volunteers a link to their previous application to update & edit what they entered last year.
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Andrew
Agreed--please add this function for events. We have hundreds of people who use the Zeffy platform multiple times a year. If they could easily login to their Zeffy account and choose from an event (maybe by date of the event rather than all events of the year), they wouldn't have to enter all info to get tickets and/or support. Thank you!
A
Ariel
Yes to this. We are hoping to get more people to scan QR code and donate rather than giving cash (so we can gather more data about who is giving how much and where/when) but even the very simplest version of Donation form that one can create in Zeffy is awfully cumbersome to use on your phone while at an event. We believe it is deterring people who would otherwise have donated (and don't have any cash on them) from donating at all!
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Philip
I think this is the same request as https://simplyk.canny.io/feature-requests/p/allow-contacts-to-create-login-and-update-information.
I agree that encouraging users to log in, and boosting the information and options available to them, would be helpful. These requests are all related:
- Eliminating confusion from using more than one email or phone number (https://simplyk.canny.io/feature-requests/p/more-than-one-email-phone-per-contact-merge-contacts).
- Allowing members to update their payment information (https://simplyk.canny.io/feature-requests/p/allow-donors-to-edit-their-payment-method-for-memberships-auto-renewal-permettre).
- Enabling membership validation for forms where members receive a discount (https://simplyk.canny.io/feature-requests/p/validate-membership-on-specific-event-forms-or-individual-ticket-type, also ttps://simplyk.canny.io/feature-requests/p/specific-ticket-prices-for-members-prix-de-billets-specifiques-pour-mes-membres).
- Enabling the site to recognize users' membership expiration dates (https://simplyk.canny.io/feature-requests/p/auto-renewal-respects-expiration-date-on-membership).
- Preventing members from accidentally purchasing a duplicate membership (https://simplyk.canny.io/feature-requests/p/memberships-identify-active-memberships-to-prevent-duplicates-identifier-les-mem).
- Allowing members to see member-only information, such as contact information for fellow members who have opted into sharing this.
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Philip
I think this is the same request as https://simplyk.canny.io/feature-requests/p/ability-for-contacts-to-update-their-information-themselves-through-their-zeffy.
Users are indeed able to create an account to login and view their past transactions, but I don't think this saves them from entering their information on new forms. I think prompting users to log in, and upgrading the options available to them once they've logged in, would help enable several other features/requests:
- It would enable membership validation for forms where members receive a discount (https://simplyk.canny.io/feature-requests/p/validate-membership-on-specific-event-forms-or-individual-ticket-type, also ttps://simplyk.canny.io/feature-requests/p/specific-ticket-prices-for-members-prix-de-billets-specifiques-pour-mes-membres).
- It would enable the site to recognize users' membership expiration dates (https://simplyk.canny.io/feature-requests/p/auto-renewal-respects-expiration-date-on-membership).
- It would prevent members from accidentally purchasing a duplicate membership (https://simplyk.canny.io/feature-requests/p/memberships-identify-active-memberships-to-prevent-duplicates-identifier-les-mem).
- It would eliminate confusion from using more than one email or phone number (https://simplyk.canny.io/feature-requests/p/more-than-one-email-phone-per-contact-merge-contacts).
- It would allow members to update their payment information (https://simplyk.canny.io/feature-requests/p/allow-donors-to-edit-their-payment-method-for-memberships-auto-renewal-permettre).
- It would allow members to see member-only information, such as contact information for fellow members who have opted into sharing this.a
C
Cherlyn
Include the ability for contacts to see all their purchases regardless of form type (e.g. tickets/events/donations) to prevent double purchases.
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Nicole
Include the ability to link/embed this into existing member portals for easy access to update info.
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