Rosterfy - Feature Ideas

References/parent consent sometimes gets lost or a slight error in the inputting to the form. It would really helpful to have: A simple resend button against the line under references/parent consent within refs/dbs on volunteers A button to "Add a new reference/parent consent" under refs/DBS on volunteer profile

Allow us to turn off the entire automation or a step within it rather than archiving the entire thing or deleting a step. Make the default on, so we are only using off when we need.

As an admin (or anyone who has access to Report functionality), I need to be able to filter the reports with the OR condition (in addition to the AND) so I can filter reports based on AND/OR. This will help formulating complicated filter criteria for reporting and save time in manual work being done in excel otherwise.

Once custom fields are archived, they still show in a number of other places (forms, viewing filters) which becomes an issue as it expands the list one needs to sift through (as there are no drop down search options) to be able to select the appropriate custom field for view or addition to a form. I understand that if custom fields are deleted instead, the associated information is also deleted from the system, so this 'workaround' is counterintuitive if we would like to continue to track and build historical volunteer information. Example below, all of the 2022 AO and 2023 VO fields have now been archived but still show for selection when viewing fields for volunteers at a specific event.

When Volunteers are searching for Role Offers, and they can select from a list of Venues, then the list of Venues should only show Venues that have Role Offers that can be applied to. If there are Venues that only have Role Offer that can't be applied to (are assigned), or only have role offers that are archived (historical Venues), then these should not be in the list of Venues for an applicant to select, as it can be confusing.

WebHooks are currently triggered based on the update event of a User as an example but ideally, it would be more beneficial to trigger it based on a specific field change so it is Table / Field based events

It would be great if the custom fields which are created for anonymous forms do not show up in the profile or having the option to make them invisible. It creates another tab in the profile with fields that are not needed there.

Automating alerts for new articles would help keep volunteers updated and engaged by letting them know about important content right away. This easy communication boosts participation and builds a sense of community among volunteers.

Adding short polls to the dashboard would be a fantastic way to gather feedback and insights from volunteers. This feature could help us better understand their preferences and improve engagement.

Currently Rosterfy supports: -Outbound Email (manual & automated, individual & bulk) -Outbound SMS (manual & automated, individual & bulk) -Inbound SMS -Inbound 'Contact Centre' messages, converted to email Not supported is: (1) Inbound Email (2) Outbound Contact Centre message (1) Email responses or notifications of 'Contact Centre' inquiries are sent be email to a mailbox which is hosted outside of Rosterfy. What would be beneficial would be the following features: -Inbound Email from Volunteer is associated to Customer record -Inbound Email from Volunteer is routed to an appropriate Queue based on configurable rulesets -Emails can be sent on an ad-hoc basis or in response to an email sent from Lifeline -Emails are threaded -Responses to Volunteer can be manual (based on manual selection from a queue) or automated (based on rules) This would enable a 1:1 communication experience as well as a single source of truth for Contact History (and replace the need to use another Ticketing system or Mailbox for some of the comms). (2) An alternative (or addition) to #1 would be the ability to respond to Volunteer Contact Centre messages through the application. I.e. an asynchronous messaging-based approach to keep all communications within the Rosterfy platform.

Each automation should have a record of its runs, including which steps failed and which succeeded. It would also be nice to receive notifications of any failures.

We have noticed that when creating a shift using shift, the only option to stop a volunteer from booking said shift last minute is to manually add a closing application time for each single shift. The good thing with Rosterfy is that we can create events/shifts in bulk. But having to manually go back to each shift to add a closing application time (or creating each event individually and then adding a closing application time for each event) defeat the purpose. It would be great to be able to include in a shift pattern that a volunteer can't book a shit/event less than 48 hours before said event.

Add a BCC or CC on emails either on the Templates or when selecting to email the volunteer during an automation. Rather than creating an additional automation step to notify us or the event leader, we could CC or BCC on the email that is sent to the volunteer.

Currently we have events that have multiple shifts that run weekly from August to October for example and the calendar view shows the event on each day between event start and end dates. This is not very helpful as it does not reflect the days that the activity is actually taking place. It would be better if the calendar could reflect the days that dates that the shifts have been scheduled for. In its current format, the calendar view is unusable for us as we have many weekly activities and almost the whole calendar is populated with events. Thanks.

Can a filter be added for the user profile to include Mandatory & optional for training courses.