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96 results found

  1. 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  ·  Admin →
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  2. 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!

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  3. 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…

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  4. 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,…

    3 votes

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  5. 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  ·  Admin →
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  6. 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.

    21 votes

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    3 comments  ·  Contacts  ·  Admin →
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  7. 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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  8. 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.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  9. 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

    43 votes

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    14 comments  ·  Contacts  ·  Admin →
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  10. 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.

    5 votes

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    2 comments  ·  Contacts  ·  Admin →
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  11. 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.

    12 votes

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    1 comment  ·  Contacts  ·  Admin →
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  12. 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…

    9 votes

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    3 comments  ·  Contacts  ·  Admin →
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  13. Please add an option allowing us to search for contacts using event tags.

    Event registration as a criteria for contact search

    7 votes

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    2 comments  ·  Contacts  ·  Admin →
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  14. Outlook Sync for emails and contacts

    Outlook sync for both email and contacts

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
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  15. Customize contact sorting in admin by admin defined field(s)

    be able to sort contacts by field other than name

    7 votes

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    5 comments  ·  Contacts  ·  Admin →
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  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  ·  Admin →
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  17. Add a New field type = Lookup

    Lookup field to search and link contacts together (one to many relationship)
    Example:
    One contact record can be used to enter for the organization information and all organization related contacts will be linked to it

    11 votes

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    2 comments  ·  Contacts  ·  Admin →
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  18. More columns in Custom report layouts

    We have the need for more columns in the Custom report layouts. Every month we have to supply reports to regulatory bodies, some which require up to 20 different pieces of information for each member. The limit of 5 columns makes this feature unusable.

    Thanks

    9 votes

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    1 comment  ·  Contacts  ·  Admin →
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  19. "Link/URL" transforming membership field

    When we use normal text fields and members want to post a lengthy URL (for example to a Facebook Page that includes browser parameters in the string) it totally destroys the page layout since the long URL will not be "word wrapped" into multiple lines but remain one single liner that extends the layers divs.

    Solution: Have a NEW membership/contact field type named "Link field" where a member just be able to fill in legit URLs and the field encloses the URL in a link tag where you can either then have it displayed as "Link" in the member profile…

    6 votes

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    4 comments  ·  Contacts  ·  Admin →
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  20. Age of member

    We would like an Age field calculated from the Date of Birth as we use Age of a member in competitions where there are groups for Age x and above, etc.

    This field could then be used for queries such as Age > n, etc.

    Also, a further enhancement, Age on date X. Where we have a closing date for entry to Events and we need to know the member's age on that date.

    Regards,

    Keith

    24 votes

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    12 comments  ·  Contacts  ·  Admin →
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