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  1. Advanced Search field needed: Latest Registration Date

    Apparently there is no way to search Contacts for Latest Registration Date?

    Why is this missing? For example, there ARE criteria for Latest Donation Date and for Last Login Date. None for Registrations.

    I realize we could check off specific events since a certain date, but that is a monstrous chore, and the checkmarks aren't sticky. Even if I save that checklist as a "dummy" search for use later, all the checks disappear if I try to modify it (which might be necessary if only because we've added a more recent event).

    It would be some help if we could…

    2 votes
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      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    • address validation

      Our contacts common fields contains mailing address. It is important that the addresses entered be legal, that is, conform to USPS standards.

      We need access to a process which both validates entered postal addresses and replaces ill-formed addresses with the conforming address.

      9 votes
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Make Date field to have Today as a default value on forms

        On our Membership Application, there is a field called "Application Date." Using the date field. I would like it to be able to default to today's date.

        2 votes
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          1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • Option to give non-member contact website login privileges

          We would like to give contractor contacts the ability to log in to our member-only website pages. Since they are not associated with any member organization, there is no way to do this except to create a dummy organization and add them as bundle members, which then causes the faux organization AND every contact to appear in directories, unless you go in and manually select the no access radio button for every single privacy item for the organization AND each contact. What a hassle! Seems like this would be a common need. Instead, I'd like to see two checkboxes in…

          1 vote
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            1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • create option on a contact page to email contact info to others

            for example, when I want to give other alumni name/address/email for another alum, i could just click a button and email it from screen.

            3 votes
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              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • Standardize Phone Number Display

              Convert numbers in a phone field to standard display. For example, when I type in 4257083456, it automatically gets converted to (425) 708-3456

              3 votes
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                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Blocking Users

                With our organization, we have rules that state non members can only come to 2 events before they need to apply for membership. Likewise we have similar rules for past members. It would be great to keep track of that some way, or be able to block someone from registering until they apply.

                3 votes
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                  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Fix 'Select event' dialogue

                  Please fix the 'Select event' dialogue used for the 'Registered for specific event(s)' search criterion.

                  1. Install a search box. I have almost 1,000 past events to manually scroll and scan through.

                  2. If I want to add one more event to the list, when I go back to the dialogue, none of the events are checked! I have to start all over again.

                  1 vote
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                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Group coordinator

                    There is no ‘group coordinator’ role so we have had to deal with this by having extra fields. I have to export the data and then write my own code to send an email to group coordinators with a list of their members. Group coordinators cannot send an email to their members from Wild Apricot. Some group coordinators do not have email and we use a buddy system. Again we cannot send an email from WA to all group coordinators that allows for this.

                    We have nearly 200 groups so these issues are significant.

                    3 votes
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                      0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • Separate profile page for contacts vs. members

                      Dear Wild Apricot,

                      I am setting up an account that has various membership levels plus it allows people to sign up just for an email newsletter without membership. It would be really nice to have a separate profile page (or the ability to set fields for the profile) based on membership or non-membership. The profile page shows invoices as well as subscriptions to forums to forums, for example, to people who are non-members. I think this is confusing.

                      Also, it would be nice to have be able to set when fields are required or not based on whether someone is…

                      6 votes
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                        3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Please add an option allowing us to search for contacts using event tags.

                        Event registration as a criteria for contact search

                        3 votes
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                          Collecting comments  ·  1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                        • Outlook Sync for emails and contacts

                          Outlook sync for both email and contacts

                          5 votes
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                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Customize contact sorting in admin by admin defined field(s)

                            be able to sort contacts by field other than name

                            3 votes
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                              Collecting comments  ·  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Field Specific Options when Merging Contacts

                              When merging contacts it's suppose to keep the record you've chosen but it picks & chooses what to keep in the permanent file, specifically the date fields which are extremely important to my database.

                              3 votes
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                                Collecting comments  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add a New field type = Lookup

                                Lookup field to search and link contacts together (one to many relationship)
                                Example:
                                One contact record can be used to enter for the organization information and all organization related contacts will be linked to it

                                7 votes
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                                  Collecting comments  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add Boolean logic to Advanced Search

                                  It would be nice to be able to search the member database (or any database really) by specifying criteria such as:

                                  Renewal_Due on or after Sept. 16,2008

                                  AND

                                  (Membership_Level = Gold OR Membership_Level = Silver)

                                  Right now, I think, I can only choose to AND (i.e., Match ALL) all the criteria or OR (i.e., Match ANY) all the criteria -- no mixing AND's and OR's. This is okay for very simple reports with only two criteria, but often not what is needed for reports with more than 2 filter criteria.

                                  86 votes
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                                    53 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Simplify contacts and saved searches - easy rename or update searches, combine Contacts and Members tabs

                                    would like option to rename: sometimes after you've done a search you realize that a different name would be better or you make a minor change to the query.

                                    78 votes
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                                      25 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Validate e-mail addresses

                                      Member registration does not validate emails. This is an extra concern for sites like ours where members can join for free. Anyone can make up an email address, or worse impersonate someone else. Once an email is used, it cannot be used by another person, even if the first person is not the owner of the address and the second person is.

                                      Please consider adding an email validation check that sends an email and requires the applicant to use a code that was emailed (or click a link).

                                      49 votes
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                                        Collecting comments  ·  38 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Change the default image size for picture fields and make it customizable

                                        I am using the Image Upload as part of my Registration Form. This image has a Max Size of 110 X 110 which appears very small, and there is no way to enlarge it. I encourage members to use the Photo Albums to upload additional images because these images in the Photo Albums do display a little larger. The main profile photo is what you see in the Member Directory and it is too small. It would be nice to have a click/mouse-over feature to make the image display a little larger. Thank You.

                                        52 votes
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                                          34 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Event Registration form to update contact profile

                                          I noticed that the contact fields automatically get loaded to event registration forms which is a nice feature and saves the user time when registering.

                                          I'd like to request that updates made to contact field information by individuals who are "recognized" users of WA be back loaded to their permanent contact record.

                                          For instance, if someone sees an error in their contact field information (like mailing address) while registering for an event and they update that field (like their mailing address or phone number) while registering for an event, I'd like that change updated to their permanent contact profile record…

                                          48 votes
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                                            Collecting comments  ·  33 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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