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  1. upload privleges

    I don't know if this has been requested previously but is would be great if it was possible to set the folders that those with limited Admin access (eg Activities Admin) can use. I keep telling and showing those Admins where to upload their pictures for events and newsletters that they create, but they are loading them in multiple places and then I have to clean them up which is a tedious process.

    Can access be set to a user account, so that I can easily restrict which folders they can or cannot use?

    1 vote

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    0 comments  ·  Photos / Files  ·  Admin →
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  2. Add EventID query to Finances.PaymentAllocations

    Unlike Finances.Payments and Finances.Invoices that will return all payments/invoices, or all payments/invoices for an Event (or Contact), PaymentAllocations only returns results for a single invoice or payment. This can slow down scripts by several orders of magnitude.

    Would be great if the PaymentAllocations GET call was expanded to add an EventID query (like Finances.Payments), or even to return all payment allocations, rather than only one at a time.

    Use case: I want to generate a list of all the payments made to an event, showing the actual $$ that each payment was TO THE EVENT. Calling GET on the Finances.Payments…

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. Inlcude weekday names along with date in the mobile app

    Please include the weekday name along with the date in the WildApricot mobile app. Currently, it displays, "25 Feb 2024". I would like to display it as "Sat, Feb 25, 2024". This would greatly help members using the WildApricot Member App to figure out which weekday an event starts.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  4. HST Charges

    HST must be charged on basis of where the product or service is provided. If we hold an event in Ontario then this needs to have 13% HST applied but the current system appears to use different locations (and rules) maybe based on address of customer, address of registered credit card??
    The system does not comply with CRA guidelines at this point and needs to be fixed

    2 votes

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    2 comments  ·  Finances  ·  Admin →
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  5. Make integration of WildApricot with other applications

    I have been using Make to integrate WildApricot with other applications. Eg, auto generation and emailng of registrant lists to organisers of all upcoming events.
    I would like to communciate with others who have experience with Make.
    Eg, I am trying to upload files from a WA Attachment Field to say GoogleDrive. Of course, I can do this manually but automatically would be very desirable for us.

    1 vote

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    0 comments  ·  Integration  ·  Admin →
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  6. Modified check in procedure

    We regularly check in 150-175 members at monthly events, all in about 15 minutes. I can check someone in with a single click, but if I also want to clear his/her invoice (still open if he is a cash or check payor), I need to go through a much longer process. Could we have a global setting that caused an event invoice to be cleared automatically when checked in for that event?

    1 vote

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    0 comments  ·  Events  ·  Admin →
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  7. Bulk clearing of invoices

    An event with 150 attendees might, in our case, result in 50 payments in advance by credit card and 100 payments on event day by check or cash. Marking an invoice paid requires three screens, three clicks, so that means 300 screens to clear all the invoices from a single event (we have at least one event per month).

    You give us an export function to export invoices; what would be handy is a similar import function so we could edit the XLS file and then import it back to clear the invoices.

    1 vote

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    0 comments  ·  Finances  ·  Admin →
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  8. Prevent members to change their first AND last names

    How to prevent members from changing their names (first and last name)? Through "Contacts" we can make the field admin access only to prevent the user from entering their own names. However, this will make the name fields internal fields that can only be seen or edited by an administrator. I prefer members to see their names. When they change their names without administrators' knowledge is a big No-No! Because we have a testing system with first and last names that must be matched.

    In addition, I had to set up "Current and Formerly Name (First AND Last Name)" manually…

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  9. Fix the accounting period linked to billing date

    Fix the accounting period for billing.
    Currently the system forces invoices to be produced days or weeks in advance of renewal dates to avoid issues with account status. For example for annual renewal due on January 1 and delinquent on January 31, the invoices should be generated and sent at least 30 days in advance. But the invoice date then is in December or November of the previous year, and the accounting will reflect the income in the wrong year!
    There are several ways to fix that, but please do. One way for example is to add an invoice due…

    3 votes

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    0 comments  ·  Finances  ·  Admin →
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  10. Updating AllowedValues in a dropdown contact field, erases any existing data for the contact field

    I've documented the issue pretty well on another community: https://community.make.com/t/using-the-wildapricot-update-contactfields-api-call-to-update-pick-list-erases-data/26286?u=alex.newpath

    I thought this may have been a Make issue, but I validated this in Postman:

    1. Using the /accounts/{accountId}/contactfields/{contactFieldId} endpoint, I assume that when updating a dropdown list I can ADD new picklist values to the existing picklist.
    2. In reality the AllowedValues array I sent in a PUT to this endpoint REPLACES the existing fields and reassigns the IDs and Values for any existing picklist item in the dropdown and assigns new IDs and new values for new picklist items added in the call.
    3. Any contact data that has used this…
    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Send order status to PayPal

    PayPal is starting to get tough on users (sellers) which do not provide tracking information and/or order status - resulting in monthly limits on how much can be transferred out of PayPal without a 21 day hold being applied. Is there a way for Wild Apricot to send an "Order Completed" message to PayPal for payments - I think store purchases could be excluded. PayPal do not get the idea that a membership "order" is completed instantly.

    1 vote

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    0 comments  ·  Online payments  ·  Admin →
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  12. Insert link in photo caption

    Currently, there is no capability for inserting links into photo captions. Can you at least enable HTML snippet insert into photo captions so that we can do it ourselves?

    1 vote

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  13. Print and Email buttons on every site page and system page

    Put two action buttons on every page that
    -- Print a simplified version of the page with less clutter / header graphics
    -- Email the page and a link to various Saved Search groups

    This is automatically there in Joomla! and I suspect also in Wordpress

    2 votes

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  14. Confusing UI Elements .. White on White etc.

    My user community is consistently confused by certain non-standard UI choices
    -- white on white Action buttons that don't stand out ... btn-outline-primary btn-sm would be much easier to spot with say a light blue background
    -- Note that sometimes you do color buttons to make them clearer ... e.g. Apply on search terms
    -- it says Public View in Admin View. I realize it is a menu choice but my users see it as a title since is it separated from the menu bar. It would be much clearer if the top left explicitly said Admin View
    instead of…

    1 vote

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    0 comments  ·  Usability  ·  Admin →
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  15. QRF code for users to self check-in

    We are currently using the Wild Apricot Admin application to check members into events. I understand that users can scan into events using a QRF code from the user app. There should be a way that users can scan themselves into an event. For example, we should be able to create a QRF code that users can scan and be submitted into the attendance?

    2 votes

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    0 comments  ·  Events  ·  Admin →
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  16. Custom email preview text

    Custom email preview text. The email preview in notifications and inboxes under the heading is customizable in other email marketing services. In Wild Apricot, it just selects the first lines of text out of the email. Being able to select this text manually would make for more personable and function emailing.

    1 vote

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    0 comments  ·  Emails  ·  Admin →
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  17. Email Calendar

    a calendar that is a visual summary of all scheduled emails that are being generated by events automatically. This is so we can time the sending of other emails manually, as well as social media posts, to give our membership space without sending too many emails/messages on the same day.

    60 votes

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    15 comments  ·  Emails  ·  Admin →
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  18. Allow members to do an Advanced Search of the Directory using more than one term in a search field.

    Allow members to do an Advanced Search of the Directory using more than one term in a search field (or using the same field more than once. As an Admin I can search for multiple terms (e.g. "1972" and "Cutlass") by adding a second instance of a field. I would like our members to be able to do the same type of search in the directory.

    2 votes

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    1 comment  ·  Usability  ·  Admin →
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  19. Allow the creation of signature blocks for use with all email templates (membership, event and manual)

    Similar to any email interface, allow the creation of signature blocks for use in all email templates (membership, event, and manual). Existing organization macros do not contain all information that may be contained in a signature, i.e. company address, phone number. In our organization, emails mail be signed by the one of the Board members, committee chairs or committees, but come from the same organization email address.

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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  20. Be able to override the default email that Store emails are sent to.

    Emails can only be sent to the member login email. For those trying to order Christmas or birthday presents, it is no longer a surprise. Should be able to enter a different email for confirmations, etc.

    3 votes

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