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  1. 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 →
      • Subscription signup

        We would like to make two different contact forms, one for newsletter subscriptions that only asks for name and email and can be added as a widget to our Wordpress home page, and another for class signups that asks for address, phone, etc. Currently the only option is to use the same fields for both.

        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 →
            • Saved search update

              Saved Search has only a "save" button where you enter a name for the search. You can thus inadvertently create duplicate search names. Would like an "update" button to change an existing saved search rather than creating a new one each time.

              7 votes
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                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Just before importing, display example table of import data fields

                Display 5 or 6 examples lines of imported data, BEFORE actually importing. Reason: Somehow the phone numbers failed to import, even though I thought I'd checked everything carefully. Seeing a table of sample data for several records would have clearly shown me that the phone number column was empty.

                5 votes
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                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Contact and Member Reporting

                  Can you make the tabs and reports for Contacts behave consistently witth the way the Members tab does?
                  1. When creating a Saved Search in Contacts, every field added to the query must have data in it in order for the query to be saved, whereas with a Members Saved Search you can add a field and leave it blank (so you can put in the data when the query is run). I would like to both types of saved searches work like the Member ones (data input is not mandatory to save the query)
                  2. fix the bug discussed…

                  4 votes
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                    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Check import file for data errors (e.g., invalid email) BEFORE importing

                    When importing records, check for invalid email addresses BEFORE the import, not after! In fact, it would be easier to have the whole file rejected, so I can fix it, rather than have to manually import the rows that were rejected!!

                    2 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 →
                          • Add "Archived" to the advanced search options

                            We have a lot of archived members. When completing searches it would be great to be able to filter these out at the search point instead of having to export to excel and then filter out.

                            3 votes
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                              Collecting comments  ·  1 comment  ·  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.

                              2 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 →
                                        • Improve Directory Search Visibility

                                          Contact search - make it easier for people visiting the website to look up a member. Right now it's really confusing and members don't realize they have to authorize it.

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