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  1. Enforcing 'terms and rules' field acceptance

    I would like to be able at member login to force members to agree to Terms and Rules if they have not already done so. Also, if Terms and Rules change, set the checkbox to unchecked so as to force all members to agree again.

    29 votes

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    9 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    27 votes

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    22 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.

  3. 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.

    71 votes

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    29 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Select records by email engagement stats - e.g. percentage of emails opened

    I'd like to be able to list some subset of members and include a summary of their email activity in the listing. In other words, I search on active members in a geographic area and want to know how many of them have opened at least 25% of their emails. The only way that I know to do that is to tediously access each member's record and click on "Email settings and log" and then write down "74 sent, 43 opened, 18 clicked". Since the system tracks this statistic, is there any way to list it in a search result.…

    12 votes

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    10 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    54 votes

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    32 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Have Address field type - e.g. to auto fill city based on ZIP or to validate address

    Is it possible to have someone put information in one field of their contact record and then have that information automatically fill in another field?

    For example, on our website we are asking for City and ZIP code. Considering how poorly some folks spell the name of their location, I have a drop-down listing of all the cities/towns in WA state. I also have the ZIP code that is assigned to that city. I'd like people to enter only their ZIP code and then have the website automatically enter the name of the city based upon that ZIP code.

    I…

    8 votes

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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    I believe the best way to address this is to have Address as a special type of field which gives a set of fields to fill in. Admin then can have many addresses (like Home, Work, etc.) for contacts and the system will know how to handle this kind of field – including convenient data entry with converting ZIP into City, etc.
    I renamed the idea to have Address in title

  7. 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.

    15 votes

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    7 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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!

    15 votes

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    10 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    95 votes

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    33 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Change Checkboxes for fields with Radio choice in Advanced Search - e.g. Membership level or Status

    Hi guys,

    I love the advanced search feature, with one exception. The "Radio Buttons" field should be searchable like a checkbox field is. This is the search for a radio button field:

    Whereas the checkbox search looks like this:

    I think they should have essentially the same options. There are some questions that I do not want members to have the option to choose multiples of - for example region. They can only live in one region, so I do not want them choosing 3-4 regions.

    However, I'd like to be able to run a search for those who are…

    23 votes

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    12 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Function to duplicate fields

    This is a prime example see attached image. The primary registrant has the option to choose from these options. I want to be able to dupe the field and call it "additional registrant 1 fees", "additional registrant 2 fees", "additional registrant 3 fees" and so on. Because the additional registrant would have the ability to choose a different option other than "primary, add 1, add 2, or add 3". The list attached is long and spending the time to rekey this list for 4 additional registrants takes a long time (hind-sight drop-down). So by duping and renaming any of the…

    3 votes

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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    102 votes

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    29 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    We’re looking into this request in much broader context – we want to simplify overall management of contacts, lists, saved searches. Saved search should be perceived as smart lists and provide quick access to various contact and member groups.

  13. 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).

    72 votes

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    45 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Member group administrators / supervisors

    How about giving individuals the ability to renew at different times within the bundle rather than all at the same time? With flexible status, renewal dates and individual payment ability etc.. Would make our setup much more manageable that way... We have members in every county across the province, where different rates are charged in different counties. We would like to have 11 administrators across the province who can admin their own regions (bundles). That way all admins wouldn't have to see every email from every new or renewing member. We could make regional folks bundle admins with the members…

    4 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 benefits, the system…

    45 votes

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    28 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    54 votes

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    24 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    69 votes

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    34 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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…

    61 votes

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    24 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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…

    14 votes

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    6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Export contact info using email filters

    I want to easily toggle between electronic and hard copy mediums with my contacts and members. For example, for folks who haven't opened one of our electronic messages, I want to be able to send a physical, hard copy of the letter. I want to use the filters "not opened" and "opened, but not clicked" to export contact information as a datafile (for mailing labels).

    1 vote

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