Skip to content

Wishlist

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

97 results found

  1. Finding primary company contacts (or bundled administrators) using the simple search

    Our Membership managers want to locate primary company contacts (or bundle administrators) using the simple search screen.

    When you have a many bundled administrators with many linked (or children) records. It’s difficult to find the primary member contact (or bundled administrator). I know you can use advance search but this involves extra steps when searching on a day-to-day basis. In our case bundle administrators are the primary member contact which is used frequently.

    The functionality is relatedly simple, in fact works exactly the same as finding an system administrator.

    My suggestion for the Contacts / Simple Search page is to…

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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).

    78 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    46 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Report for Updates

    When emails are returned as undeliverable and the changes are made a daily report of updates made by administrators so the email could be resent would be helpful.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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…

    49 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    30 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Change position of any contact/member form field

    Currently the member form fields are shown vertically one under another on a page. How can we move any field we want to any position on the page?

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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.

    59 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    24 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    7 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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.

    73 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    38 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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…

    75 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    28 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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…

    79 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    14 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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…

    82 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    40 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    8 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    14 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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…

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    15 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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…

    61 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    37 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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.

    146 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    73 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
1 2 3 5 Next →
  • Don't see your idea?

Feedback and Knowledge Base