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  1. 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.

    83 votes
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      52 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.

      68 votes
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        23 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Database Fields Custom Validation - e.g. regular expression, IBAN Bank number, phone

        While I am pleased with the site overall, it's clear that it does lack some features that I consider essential, although not critical.

        One such feature is field validation of database records.

        Currently there is very limited field validation.

        I would request more robust import and user entry field validation capabilities to keep data clean. Without this capability, the database very quickly starts to contain garbage fields.

        For example, currently a user may enter their phone number in any format they choose, including completely invalid phone number entries. The same is true for zip code fields and others.

        51 votes
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          Collecting comments  ·  27 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.

          50 votes
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            34 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).

            47 votes
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              Collecting comments  ·  38 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…

              43 votes
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                Collecting comments  ·  33 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Batch update of contacts or members

                As an administrator I would find it really helpful to be able to make bulk changes online. Two reasons:

                1. Import/export is clumsy, and foces me to use Excel's interface, which I find quite awkward.

                2. There is no "lock" on the data while I am changing it. Members can change data while I am making changes to the exported file.
                To give an idea of the sort of problems #2 generates: if I do an export and a member comes along and changes his/her data while I am playing with the exported file, then there's a problem. The way…

                39 votes
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                  Collecting comments  ·  28 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Birthday Emails

                  It would be nice if we could have a function where a system email went out to someone on their birthday. We could get that information from the member profile.

                  38 votes
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                    Collecting comments  ·  17 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Notify admin if a member updates their profile - fields, notification or privacy prefs

                    Have my website email or text me if a member updates his/her record.

                    37 votes
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                      Collecting comments  ·  21 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • A way to store/manage Member Certifications / Achievements / Courses

                      Hi,

                      Great software – life just got easier ;-)

                      If you’re looking for new things to add then my suggestion would be something for Achievements/Courses. Basically they would work a lot like events except they go against a “Member’s Achievement History” (new concept).

                      So, some of the function points might be:

                      · New Functional web page type with a Page Template of “Achievements Calendar”

                      o Access to Selected Groups

                      · Achievement Settings

                      o Achievement E-mails

                      § Email Event Triggers (Registration, Approval, Rejection – to Member and/or Mentor/Trainer, Achievement End Date – to Mentor/Trainer)

                      · Achievements

                      o Add Achievement

                      § Registration…

                      35 votes
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                        Collecting comments  ·  12 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Automate finding duplicate contact/member records

                        Is it possible to have a "check for duplicates" button? The only way I've been able to find them is to manually scan the contact list one by one, transfer info, and archive and delete the dupe.

                        33 votes
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                          Collecting comments  ·  23 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                        • Condition-based display of fields for multi-level questions

                          I would like to request creating a way to display a registration field based on a previous field selection.

                          For example, If I have the question "Are you interested in learning about this committee?" If the answer is yes, I would like a second question to display. If the answer is no, I do not want the second question to display.

                          I've been told this is not a current feature in Wild Apricot but think this would be very useful for membership, registration and donation forms.

                          29 votes
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                            Collecting comments  ·  10 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Communications tracking (CRM)

                            I am posting this suggestion based on email exchange with a client - so that we can get more feedback from others.

                            Even though we don't normally refer to Wild Apricot as a CRM system, it has many things in common with CRM:

                            - database of contacts

                            - tracking of various transactions with each contact

                            the suggestion is to take this further:

                            - Add 'Communications tab' to track all communications/actions with each contact: contact date & contact type, follow-up date & type, a note, tracking of emails (opens, links) and links to related correspondence records (email blasts). Among other major…

                            21 votes
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                              Collecting comments  ·  18 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow adding non-member contacts to Groups

                              I just sent my first email blast to a group of contacts to follow up on a promotion, and found that there is not a way to assign a contact to a group. I just wanted to send an email to a very specific group of contacts (those that had attended a recent ski show, and entered our raffle). I thought I'd be able to assign them to a new group "ski show" so that I could send them a separate mailing. (What I ended up doing, was temporarily disabling mailing on other contacts, which thankfully right now we have…

                              19 votes
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                                Collecting comments  ·  16 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change type of the database field, e.g. from event to common or from event to member-only field

                                It would help me so much if we could easily move fields from the membership area to the contact area.

                                We just started using the events feature, and found that we had no way to transfer the information they filled out in the event application to their membership profile. We realized that we need to move a lot of fields from the membership profile to the contact fields, but there is no easy way to do this.

                                Thanks!

                                13 votes
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                                  Collecting comments  ·  10 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Redesigning setup of Common vs Membership Fields

                                  It would simplify setting the database up if all fields were in one list, and "Common" was an option of the field. A simple check-box - "show this field on all forms" or something like that. It would reduce the churn if you wanted to change a field, and would just make things less complicated.

                                  12 votes
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                                    Collecting comments  ·  7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Numeric field type

                                    We had an old discussion about adding new type for a custom field - numbers:
                                    http://forums.wildapricot.com/forums/308920-archive/suggestions/8834458-create-numeric-fields-7304

                                    When we started our analysis work on this problem, we realized that we have no clear vision of what is underlying problem that our clients want to resolve with this new field type.

                                    Most comments were about export into Excel, so it can properly recognize numbers. But from our point of view, export itself is a workaround to another problem - something is missing in Wild Apricot functionality and you try to substitute it with export. This means that adding new field type will…

                                    11 votes
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                                      15 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

                                      This is on hold as of now. We analyzed and even prototyped a solution some time ago, but our priorities changed and now we’re focusing top-voted items – and this one has to wait its turn. But we will get back to it at some point, just cannot tell when yet.

                                    • Search criteria - NOT

                                      We are a new user and have uploaded the member lists from data in our desktop database. Now we need to be sure that all our users have reset their passwords (senior group, some with limited computer skills).

                                      We did find a way to see everyone who had logged in at least once. Admin area > Members > Advanced Search criteria: Last login date. This suited our situation because if they were able to login, that meant they had reset their passwords.

                                      What we couldn’t get, however, was a search list of those who had never logged in. We worked…

                                      10 votes
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                                        Collecting comments  ·  15 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Change Field Type For Existing Database Fields

                                        I should like some flexibility to be able to change field types for existing database fields.

                                        For example I have fields which are current defined as text. However members give different responses to the question in terms of capitalisation, abbreviations etc which make the behaviour of the search on data in that field erractic.

                                        I'd like to be able to change such a text field to a picklist.

                                        The database would still store a text value but the choice available to new members would be restricted by the list. Existing membership records would continue to hold the existing data until…

                                        8 votes
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                                          Collecting comments  ·  6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Ability to set limits to text field entries

                                          Is there a way to limit the characters in a database text field. I want a member lever to have a 500 character description and another member lever to only have a 250 character description. Is this possible?

                                          8 votes
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                                            Collecting comments  ·  11 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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