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  1. Prospect management

    There are in general two groups of contacts:


    • Paying contacts, that add to the association's income, such as members, donors, etc.

    • Not paying contacts - prospects.

    During the times of Covid-19, when it is not advisable to have in-person meetings, it is important to do prospect management online, using webinars and other forms of events.

    Sound prospect management benefits the association by helping it grow, and helps Wild Apricot when its member associations grow and upgrade to higher priced contracts.

    To win one new member, an association has to manage 10 prospects or even more.

    The current pricing system of…

    1 vote
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  2. Date Format Examples in Organization

    My request is that you please update the date formatting examples in the Organization field so that the days in the templates cannot be confused with the months. All the examples are below 12. Pick day numbers from 16-31 so they can be easily understood. I picked a bad date format to start because there was no way to discern between month and day.

    1 vote
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  3. Customized restrictions for event manager administrators

    I don't want my event managers to view finances and have anything to do with invoices. My website is set up so that all payments are made online in order for someone to register for an event and become a member. My event managers don't need to deal with any finances.

    I only want my event manager adding new events, modifying/duplicating existing ones, adding/modifying/canceling registrants, managing waitlists, and emailing members or event registrants (creating their own customized event emails, announcements etc). The finances side should have the option of hiding details from the event manager admins.

    4 votes
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  4. Set Up Default to Show Admin View at log in

    At the moment, there is no option to set a default for the admin view. When you log in as an admin, you will be returned to the last page you were on before you switched to public view. Please provide a way to have default be admin view

    1 vote
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  5. Show member status (active, pending, lapsed, suspended) in the Member Directory

    The membership directory shows all members, including those that are pending, lapsed and suspended. Enable a setting that will allow us to display member status in the directory.
    This will be especially helpful during renewals: members need to know if their membership has lapsed (since some forget to renew or forget IF they have renewed!)

    4 votes
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  6. Account History Information

    Our Board changes year-to-year. The people who first established our account with WildApricot are long gone. It would be helpful to know how long our association has been using your software. When did we first subscribe with WildApricot? What has been the history of our use? Have we upgraded or downgraded to a different plan during that time? What have been the pricing changes since we first enrolled? If that information is already in the Account section, I can't find it.

    2 votes
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  7. Search products

    Please consider:
    In the products portion of the store there needs to be a way to search for products. This could be accomplished by either the tags used for the catague displays or by meta words used in the product name description. I'm sure there are other options as well.
    Using ctrl F, is not user friendly, but is better than nothing.

    3 votes
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    1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  8. website admin access

    separate website admin setting within access settings.

    3 votes
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  9. 2 Factor Authentication

    2 Factor authentication, password is definitely not enough for login security.

    5 votes
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  10. Simple Videos tutorials

    Starting out:
    Checklist stage by stage with links to videos you can watch and do as you go,this would be totally amazing!

    1 vote
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  11. Account Number Always Visible in Admin Section

    Put the account number on the side of the header where the help/support/feedback links are since you need it to submit a request. That way you don't have to navigate away from where you were to get the account number just to navigate back to finish what you were doing.

    1 vote
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  12. Some fields should be viewable in Directory but NOT editable by Members

    There are valid reasons why some field(s) might be required to be visible for each member (in Directory) but not allowing the Member to edit that field(s). One example are site locations (like we use) where the physical location cannot be changed ever but the owner might sell to a new owner. Owner still cannot change the site #.

    Same for Stock shares that purchased when a home is sold. That specific share # never changes.

    We do not have Membership #s like other orgs (ours are share/site#) but I would assume these like Employee badge #s would not be…

    2 votes
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  13. better read only administrator access control

    We need to give some Admins read only permission to our members data but also full Events admin access. In this case we would want them to maintain the 'write' access associated with the Events Admin but also have the additional Read Only components added with the 'RA' access.
    The selector does not allow this combination to be selected.
    This is a critical issue which is preventing some of our members from fulfilling their roles in our club. We do not want to solve it bu giving them full configuration access.

    The ability to separate core configuration access and read…

    8 votes
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    2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  14. Pull a payment report with finical and member data

    I want to be able to see what members paid in a one month span and I want to see who used a discount code.

    1 vote
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  15. Read-only permission to access files and more

    Make a change to administrative features to allow viewing of everything in the admin backend without being able to make any changes. Including viewing and downloading files.

    2 votes
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  16. 1 vote
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  17. Update Financial section to work properly with Quickbooks & account for merchant fees or processing fees

    If you add the ability to select processing or merchant fee percentages in the admin area, then the actual dollars would document and export to quickbooks correctly. Right now, if anyone uses merchant accounts, the fees aren't noted and deducted in the system and makes the quickbooks export incorrect. In fact it makes the financials incorrect all together. It is an easy fix and hope you do it soon so that the feature can be used. What's the point of exporting incorrect data?

    7 votes
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  18. Admin settings - restrict ability to delete custom fields

    How can you set admins to be able to add/edit new contacts/members/events etc. But restrict them to delete or add new custom fields?

    It would be a high risk to allow it on the system.

    Regards
    G

    2 votes
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  19. Add more information to dashboard: new/overdue members, event registrations

    Dashboard
    I would expect to see New Members, Overdue list, Event Registrations ... just the important stuff you login for

    1 vote
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  20. Online To Do List for Administrators

    Hi, love your software. I have several sites and am getting a number of other administrators to help me out.

    I find that I have to keep a list of what I want to teach them, what I want them to learn about or what I need to them to catch up on. Essentially an in-app communication page, like a giant To Do list.

    it would be nice if as an administrator, you would see this communication blog/To Do list when you logged in . It would help administrators to continue to update all of the various features of a…

    1 vote
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