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  1. Make lists accessible in full, not in groups of 50

    Can you please make the contact and member list available all on one page? It is extremely tedious to have to click between pages, especially because every time you look at one name and then go back to the list, it goes back to the beginning of the list, instead of to where you just were! I can't believe this is not a feature yet. Thank you

    13 votes
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      1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

      This is not in our priorities for now, though I understand what you mean. For now, I can suggest using quick search function – just type several letter for name and it will show the contact.

    • MORE CONTACTS

      MORE CONTACTS. We have had the Community Plan for several years and 500 contacts are NOT enough as we live off of email for membership and donations. The Professional plan with 2,000 contacts would be much better, however, $160/month is out of our budget. How about increasing the number of contacts for all plans - say about 500 more contacts for each of the lower paid plans.

      13 votes
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • More robust event registration filtering in Advanced Search, for analysis, not just emailing

        Reasons we need to filter by Registrations more than we are currently able:

        1. To analyze member activity and who's pulling their share of our load, we want to know (for example) what Members have attended more than one registration event in the past three years, and which events they are. Currently we can only filter for the number of registration events, then have to look at each one to determine when and what. People who registered for events 5 years ago are irrelevant, and people who are registered for our annual dinner are also irrelevant. We need to know…

        1 vote
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          1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        • multiple login credentials for a contact

          In our business, a contact is a family. Our members are families who join our club. As many families have 2 or more adults, we have had several requests to support 1+ login credentials for the same member/contact.

          In other words, the Munster family belongs to our club and both Herman and Lily have a login to the same member experience and profile, Grandpa and Eddie have logins with restricted capabilities (view only, can register for events but cannot pay).

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

            how about an email address on your CONTACT page

            1 vote
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              0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • clear out attention required

              I have a few contacts with failed delivery emails. Some are due to the incorrect emails, other s are due to the receiver end. However, I would like to clear out those error messages.

              1 vote
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                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • On Contact details, move custom internal use fields up above the auto-generated system notes

                Please move the internal fields up above the auto-generated Notes on the Contact details tab. I have a number of internal use custom fields that I have to scroll way down to see. It's super annoying! Would love for my custom fields to appear first. Thank you!

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

                    13 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.

                      5 votes
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                        3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Contacts Directory Gadget

                        This would be an adaptation of the Membership Directory gadget to allow contacts to be listed. Additionally contacts would have access to a set of Privacy settings in their User Profile comparable to what members have today. A stronger user agreement or terms of service agreement might be required along with legal opt-in requirements and notifications for any contact using the system. A personal message sent by a member to a contact could be set to go through admins for approval, to use the organization's administrative email address, to allow the member to disclose his email address if he wishes,…

                        2 votes
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                          0 comments  ·  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

                              8 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.

                                    5 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…

                                      7 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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                                          1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Outlook Sync for emails and contacts

                                          Outlook sync for both email and contacts

                                          6 votes
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                                            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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