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  1. Event Registration / Donation 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…

    78 votes

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

    76 votes

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    14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding contacts without upgrading account

    Would like to have the ability to add 250 contacts without upgrading. We don't see the value in upgrading our account just to get more contacts. Will be using Constant Contact to manage our contacts. Very frustrating.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. to be able to search a search result (sub search)

    sub search for results (members/contacts)

    1 vote

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. support request -do not require redundant info

    i'm new to WA.
    AWESOME product. however my MAJOR irritant so far is that wen i submit a support request (i'm logged in to WA when i do this) why do i need to provide my email and acct info. Recall i'm logged in,

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. We have several people who are from the same organiztion. We have one membership per organization, but when you add the individual contactts

    We have several people who are from the same organization. For example 5 employees work at Good Day Electric, I need to set them each up as a contact, but Good Day would only have one membership. I would like to add Good Day Electric as the member, and then tie each of those 5 employees to that membership.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 who…

    3 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. archive

    We need a way to create a report to show Contacts who have pulled themselves out of Archive in the past month? I REALLY need to be able to detect these folks so I can followup and not have them counted as a contact if they don't renew. Currently I'm removing their email but then this causes another issue with those that want to renew down the road and we end up with double contacts. I asked support and was told "there is no such functionality".

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. New field type - rich text formatting

    It would be a nice feature to allow the members to bold, underline, italicize and make list using this word processing control for thier descriptions.

    10 votes

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    8 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 that WA…

    60 votes

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    36 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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?

    13 votes

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

    4 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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

    (MembershipLevel = Gold OR MembershipLevel = 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.

    136 votes

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    66 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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…

    12 votes

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

    I would like to be able to have custom filters for all Filter check boxes. For example, I would like to see only this year's donations, or members who joined last year, etc.

    Ideally the filters would all use the same SQL logic/fields, and be available for all or just selected lists (e.g., [Last Name begins with 'G'] would be available for all filters, while [Donation greater than $1,000] would only apply to the Donations section).

    I also imagine a grid maintenance view, where all custom filters are listed from top to bottom and the various sections are columns from…

    6 votes

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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Change Balance amount field into actual searchable amount

    It would be VERY helpful if the "Balance amount" field were a Count type, allowing for search operators "Great than or equal", "Less than or equal", "Equal to" and "Not equal to".

    I want to be able to select certain membership records based on the balance amount, and use that search as basis for email.

    3 votes

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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Select 'all except'...

    Some time ago suggestions were solicited from users. I asked if the advanced search could enable the exclusion records that meet a given criteria. This would make things much faster, as often one wants all records that are this, this and this, but not 'that'.

    Apparently this was a good idea that would be acted upon.

    When?

    AMY SILVERSTON

    Amy.Silverston@btinternet.com

    6 votes

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