Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
95 results found
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Make Key Contact Fields Auto-Populate Across a Member Bundle
Key contact fields for members should be auto-populated across a bundle, to ensure consistency and cut down on administrative data entry. This includes a consistent organization name, logo upload, website address, etc. Having to go back and correct variations on organization names, upload logos to each contact so each member has the logo next to their name in the member listing, include the website URL for each member in a bundle, etc. is unnecessary when this info is already in the system. Once a bundle admin has filled out key info, it should be included in every contact record for…
1 vote -
Featured Contact widget
Create a widget just like the Featured Member widget, but for contacts. When we do events, it would be nice to have a way to create a page of Keynote and/or Featured Speakers that pulls their photo, etc. into the page like this member widget. Not all speakers are members, so we currently have to do this manually since they only need to become Contacts to register in the system.
1 vote -
Contact & Membership Fields Access Preferences
Would like to see the option to choose which contact fields show based on contact type or membership level selected at application. We have all of our fields under contact since there isn't a way to see everything if a membership level isn't assigned. Not all of our records are members but not all of the information asked of the applies. Ex/ physician vs. non-physician
1 vote -
Verify Information Timer
There should be an option at the contact level to ask for verification of the contact information every X days. Google does it. Yahoo does it. Facebook does it. When the user logs in the next time, it would take them to the contact information page and prompt them to "It has been a while since we've verified this information. Is this all still correct?"
1 vote -
contact full name
Include suffix in the contact full name.
1 vote -
Contacts Advanced Search by specific balance
There is a specific request for one additional field: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/31910419-advanced-search-field-needed-latest-registration. However, admins should be able to use any of the internal fields, and not just the UI fields, as advanced search criteria. In our case, we need to build mailing lists of members with specific open balances, but {ContactBalanceAmount} is not available in Advanced Search. Furthermore, it would be nice to distinguish between members with open credit (payment) balances, those with open debit (invoice) balances and those with open net balances. Presumably, {ContactBalanceAmount} shows the open net balance.
1 vote -
When adding a new contact, the form should NOT automatically populate with the email & password of the person making the entry
Make the "add contact" form fields totally blank
1 vote -
Include Events when exporting contact lists
When exporting lists (say from a saved search or advanced search, I'd like the option to include event attendance in the CSV. Currently, I can pull a list of people who attended a number of events but once I export that list I cannot tell which of the events they attended. So right now I have to pull the list that I am actually trying to find, then a list a event attendees for each of the events and then merge, sort and dedupe several spreadsheets to get the report I am trying to get (which is largely people in…
1 vote -
adding usernames for login
enable usernames. This would be helpful for an organization membership, otherwise people need to login with an email. As an administrator it would be nice to create an organization membership and assign a generic username/password for an organization to share with its members.
1 vote -
Hide empty contact fields
We need the ability to hide the field label if there is no response in the field. Whether this is checkboxes, radio buttons, picture, etc. If there is no response in the field, the label will not display on the contacts profile.
We wish to use this with the picture field to implement a badge program where contacts/members can earn badges of recognition from our organization. I can have a separate picture field and upload the image to that field when the contact/member earns a particular badge. However, it looks sloppy if there are 9 badges and a person has…
1 vote -
Export contact info using email filters
I want to easily toggle between electronic and hard copy mediums with my contacts and members. For example, for folks who haven't opened one of our electronic messages, I want to be able to send a physical, hard copy of the letter. I want to use the filters "not opened" and "opened, but not clicked" to export contact information as a datafile (for mailing labels).
1 vote -
Adding contacts without upgrading account
Would like to have the ability to add 250 contacts without upgrading. We don't see the value in upgrading our account just to get more contacts. Will be using Constant Contact to manage our contacts. Very frustrating.
1 vote -
to be able to search a search result (sub search)
sub search for results (members/contacts)
1 vote -
We have several people who are from the same organiztion. We have one membership per organization, but when you add the individual contactts
We have several people who are from the same organization. For example 5 employees work at Good Day Electric, I need to set them each up as a contact, but Good Day would only have one membership. I would like to add Good Day Electric as the member, and then tie each of those 5 employees to that membership.
1 vote
Evgeny Zaritovskiy
responded
Consider using membership bundles – https://gethelp.wildapricot.com/en/articles/164
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archive
We need a way to create a report to show Contacts who have pulled themselves out of Archive in the past month? I REALLY need to be able to detect these folks so I can followup and not have them counted as a contact if they don't renew. Currently I'm removing their email but then this causes another issue with those that want to renew down the road and we end up with double contacts. I asked support and was told "there is no such functionality".
1 vote
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