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 instead of just getting saved with the event record.

If you add this function, it would be a good idea to add a warning message as they page through the registration form to ask "You have made changes to a profile field, do you want those changes to update your profile?". Then given them a yes or no option. Yes means you allow the update to the profile, no means the change only gets stored with the event registration form as you do now.

Hopefully other will like this idea and encourage this to be added. I would anticipate that end users would think that an update made while registering for an event would carry back to their permanent contact file record, when in fact it is not. It would be a nice capability. We will see what other say.

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 Types

· Availability

o Selected Groups

§ Mentor/Trainer (New)

· Select Member

· Register

o Add to Member Achievement History with Status of Pending

o Add to Mentor/Trainer Approvals Section

· Achievement Confirmation

o On logon and after the Achievement End Date, prompt Mentor/Trainer to approve pending Achievements

§ Approve, update date and status to “Achieved” on Member Achievement History

§ Reject, update date and status to “Not Achieved” on Member Achievement History

o Logon Links

§ “View Approvals” underneath “View Profile” (only for Mentors/Trainers with Approve/Reject buttons)

§ “View Member Achievement History List” (only for Mentors/Trainers – see Members point below with the ability for Mentors/Trainers to “Save” their own searches, the list would be filtered to only those Achievements that they are a Mentor/Trainer for)

§ “View Achievements” (only for Member)

· Members

o Member Achievement History List

§ Allow same functionality as per Member List except Level will be Member Group as opposed to Membership Level

This would really round out what is already a functionally rich product. Most of the above are just extensions of existing objects, the only really new object is the Member Achievement History.

Regards,

Richard

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 has recently registered for our more routine events.




2. In culling our list so as not to go over our limit, we need to do a similar search. Except this time we need to know who has NOT attended a registration event recently, including how often and which events. A non-member who was active 5 years ago but not recently is a candidate for Archives. But to determine this, we'd have to place checks in hundreds of events, and even if we laboriously do that -- it's not repeatable. Change the search, and you have to do that chore all over again. So we don't.

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 seems to handle this is by generating an error on reimport. I now have to download the error file to see what the error is (since of course I don't know what caused the error -- as a separate request, I'd really like it if these errors were shown live on the webpage), make the fix or export yet another file, make my changes all over again, and re-import -- hoping that no further changes were made so that I don't have to go through the process yet again!

As a side note, the advanced search feature is fantastic! If bulk changes could be incorporated into that, I'd be very, very happy.

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 around it by creating a Logged In = Yes or No field and populated it with yes for those who had logged in, then created search on No to find the others. Doable, but requires manual manipulation to keep it up to date.

One solution is to have 'Never logged in’ and ‘Not logged in as of <date>’ in the search criteria choices.

Even better would be a general search feature that excludes the searched records. You have AND & OR - it would be nice to have NOT for all searches.

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 left to right. Any filter that is not technically possible for any section is shaded out, and the administrator can select and de-select any of the available filters with a check box.