Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
96 results found
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Customize contact sorting in admin by admin defined field(s)
be able to sort contacts by field other than name
7 votes -
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 -
"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 -
Select 'all except'...
Some time ago suggestions were solicited from users. I asked if the advanced search could enable the exclusion records that meet a given criteria. This would make things much faster, as often one wants all records that are this, this and this, but not 'that'.
Apparently this was a good idea that would be acted upon.
When?
AMY SILVERSTON
6 votes -
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 -
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 -
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 -
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 -
adding a new entry to a drop-down list
With drop-down lists, users can choose from the list of choices presented but cannot write in an entry of their own. Please add the ability for a user to add a new entry to the list. For example, if a drop-down list in the field "Member Type" already has "Professor, Postdoc Fellow, Graduate Student, Senior Researcher, Lecturer" and the user doesn't see an appropriate choice, he/she can do an ad-hoc entry, say "Independent Researcher".
4 votes -
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 -
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 -
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 -
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 -
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 -
Add a field-level attribute that prevents duplicate field entry
Add a new attribute – something like “Enforce Uniqueness” – to the Common Fields setup window. It can be grouped under the Options heading just underneath the Required Field attribute. Users can tick mark the box or leave it unchecked. Then add some type of downstream verification check, ideally at the Dropdown List Level: When the user clicks into a field’s drop down list, check to see if Enforce Uniqueness is selected on that field. If Yes, compare the user’s selection from that list to the existing values for that field in the database. If there is a match (i.e.,…
3 votes -
Add additional fields to contact/save search
Allow contacts to be searched by donation field/fund so that search may be saved in order to email donors on the status of the campaign.
Right now, the solution is to export the list, create a field in WA, add that field to the downloaded spreadsheet and populate it, upload the data, run the search, save it, then send the email. Each subsequent donor has to be added manually by populating that field in their profile or, if there are several, performing the entire download/upload/search process again.
3 votes -
Select information to display at contact profile system page
On the contact profile page (system page), there is a widget called "contact profile". You cannot hide any of the information in that widget, change of of the wording, etc. Some of it can be confusing to the members. For example, the "member since" has the date that the contact/membership was created in WildApricot. We have members that go back 50+ years. Sure, I could go and update that field, but the "member since" is not a meaningful data element to us. However, I cannot get rid of it.
Also, the word "bundle" is not really what we call it.…
3 votes -
Emergency contacts as a separate passive class
Currently all contacts are counted as the same (and part of billing), it would be nice to allow a W.A. customer to add Emergency contacts such as Electricity, Telephone, Water, Police, FireDept, Poison Control, etc as 'freebie' contacts since these do not actively participate in website and are solely used how to contact. For our small lake (125 members), we have 3 utilities and 7-8 Emergency contacts.
3 votes -
Increase records
Display more than 50 membership records per page for the main directory.
3 votes -
Membership Updates
It would be helpful if I am automatically notified when someone makes a change to their information.
3 votes
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