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  1. Allow to make common fields readonly

    It would be very helpful to be able to add a common field which can be changed only by the administrator, but still be seen by non-members or members (depending on what options have been selected under common fields). This way a rating could be input by the administrator, without being accessable by the member, but still be viewable by anyone.

    For example the admin adds a new common field called 'Ratings' - Options set at 'for administrator access/input only' - Others access set at 'Anybody'- this would allow the administrator to manually add a rating to a member as…

    21 votes

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

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  2. Shared Email addresses

    Since the system generates a unique identifier for each contact, why does WA insist on also using email as a unique ID? Many couples share an EMail address.
    You're better that this....

    20 votes

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  3. 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.

    20 votes

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  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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  5. 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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  6. Section Divider - allow "Use In" setting to restrict where it appears

    We have several different member types - e.g., Candidates who submit to be published, and Subscribers of various types (electronic, print), with future disparate types to be added. The groups will have fairly different applications and fields, and thus different Section Dividers.

    I'd like to be able to specify when a Section Divider appears on an Application -- by Member type so that it never appears on an application for the wrong group. (Just like you can for other Membership Fields.)

    With just two main types of applications so far, I have been able to avoid this by shuffling the…

    15 votes

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  7. Select records by email engagement stats - e.g. percentage of emails opened

    I'd like to be able to list some subset of members and include a summary of their email activity in the listing. In other words, I search on active members in a geographic area and want to know how many of them have opened at least 25% of their emails. The only way that I know to do that is to tediously access each member's record and click on "Email settings and log" and then write down "74 sent, 43 opened, 18 clicked". Since the system tracks this statistic, is there any way to list it in a search result.…

    15 votes

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  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

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  9. 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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  10. 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.

    11 votes

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  11. 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

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  12. 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

    10 votes

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  13. 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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    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

  14. 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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  15. 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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  16. 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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  17. 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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  18. Outlook Sync for emails and contacts

    Outlook sync for both email and contacts

    7 votes

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  19. 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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  20. ID based contact or member

    For Child based sports club, a contact / member account should be created per child, but linked to parent for paying and allowing membership options at a family level, as parent is not a member, just the legal payee. Also Key for membership account should be based on Identity number and not email, therefore allowing same email account on multiply contacts / members ( that is for the parent) - duplication of account is then on the ID no.

    6 votes

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