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  1. One to Many

    We currently have a flat file record for each member, and a one to many for events, invoices etc. A member can attend many events. We are a not-for-profit car club, and we run around 75 events (competition events on racetracks and social events) per year.

    Our members have a one (member) to many (cars) set of information. They may bring one car to a competition event and onother to a social event. So, I created 6 fields: Vehicle 1, Vehicle 2 up to Vehcile5, and then a Field “Which Vehicle are you bringing?”. Some members have 1, most have…

    2 votes

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

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  2. 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.

    76 votes

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

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  3. 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…

    10 votes

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

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    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

  4. 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.

    16 votes

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

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  5. Autoincrement option on the numeric field (e.g. for bib numbers)

    Another vote for a numeric field option. I would really like to have an autoincrement option on the numeric field, with configurable start/seed value. It should be available as a contact or event field. A nice-to-have would be a range of excluded numbers.The field should be available for macro insertion in event emails.

    Our application for this would be to generate bib numbers. We have a few large events per year that would benefit greatly from such a feature.

    Anthony S.

    2 votes

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  6. 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!

    16 votes

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

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  7. 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.

    66 votes

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

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  8. 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 →

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  9. 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 →

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  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…

    22 votes

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

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  11. 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 →

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  12. 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.

    98 votes

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

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  13. 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.

    103 votes

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

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    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.

  14. 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

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  15. 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).

    77 votes

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

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  16. 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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  17. 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

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  18. 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…

    47 votes

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

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  19. 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

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  20. 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.

    57 votes

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