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  1. Export member groups as a separate columns

    Currently when you export a Member list the associated groups are exported into 1 column seperated by commas in no particular order. The data is inocnsitent wne the export is pulled. I would like to see all of members group affilliations export to their own column so that i am able to sort and filter on those groups much easier.

    1 vote

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    0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Certificate to Members files upon completing training

    Our members receive CEU's for attending our Annual Conference and workshops. It would be great if we could automatically add a copy of their certificate to their file storage after each event. ie. Certificate template along with confirmed attendance list creates file in each attendees account. I can easily use a mail merge to to create the certificates from the list of attendees but we have to manually add each certficate to the users account. Attendance at our annual conference is 350-400 which makes it impossible to do manually.

    4 votes

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  3. Custom Select from All Exportable Data and Save for Later Use

    I'd like to be able to build a custom export to include fields from Contacts, Invoices, Payments, etc., that are unique to each export. For example, I often need to report on membership statuses along with the last dues payment made, the amount paid, and other payment details. To do that, I have to get export Contacts, Invoices, and Payments, then put in Access and link the 3 tables. I've attached the field names for three exports so you can see how they differ.

    1 vote

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    0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  4. Event Extra Charge Calculation Export

    When you create an Extra Charge calculation field in custom Events Registration, the Multiplier number entered by the attendee is treated as text, rather than numeric, in exports, which makes it hard to sort by size. Can that be changed to numeric for the export?

    1 vote

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  5. Include Automatic Export Emails in the Email Log for Administrator Review

    When an export is done by an administrator, an email is sent only to the administrator who performed the export; however, that automatic email is not in the email log for the account owner to check administrator activity, which needs to be done for an organization's security to make certain administrators are not misusing their privileges. For example, an organization's membership list is the property of that organization and the member information in that list is entrusted to the organization by the members. If an administrator exports that list to then use for his/her personal business, that is a misuse…

    1 vote

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  6. Make WebDAV links persistent

    Perhaps this is the wrong category, but it was the most appropriate one I could find. I f there is a better one, please move it accordingly.
    Absent an alternative access (such as SFTP, as described in https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8849560-provide-secure-ftp-to-resources-folder-webdav-is) it would be nice if WebDAV access really worked as described in https://gethelp.wildapricot.com/en/articles/198#win8. There, it says, "You can access this drive in the future under the This PC or Computer listing in Windows Explorer." However, in my experience, this link only works in the session in which it was created, and must be recreated in each new Windows session. The…

    1 vote

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  7. Order of exported columns

    Hi, it would be so wonderful to be able to specify the ORDER of columns in the export of contacts.

    2 votes

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  8. Add [Check All / Clear All/ to the file Import dialog

    When importing contacts after having bulk modified one or two data fields... it is cumbersome to have to disable the checkbox for all the fields that were not modified.. or go thru the process of deleting all the columns and saving as a new / temporary file before importing.

    A simply Check All / Clear all option (like used in many areas of the program) would be helpful

    2 votes

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  9. Naming export files

    When exporting files I would like to be able to edit the file name BEFORE it is created/downloaded.

    "YYYY-MM-DD Members Association Name" is fine if you're only downloading one file, but when doing multiple exports in a short time frame, it would be great to edit the file name in advance. From the default file name, I can't tell the difference between a complete export and a highly filtered set.

    It would also be nice to have the Organization information include a "nickname," or "short name" field, and the short field be used in file name instead of the frequently…

    2 votes

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  10. Automatically assign bundle admin for new bundle on import

    When you import a contact that is in a group that does not use the email, have the system automatically create the first user as the bundle admin for the new bundle with in a bundle level. That way a last name column could be used to identify the bundle for the family instead of having to manually type in a bundle admin email for every family (group) in the membership

    1 vote

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  11. exporting based on coupon code used

    Unless I am missing this ability, the first thing we have found that we want to do that is not available is to be able to create advanced search list and to export based on the coupon used to join and received discount off membership. I can view the members that have utilized the various coupons which is great, but you have to drill down several layers, not so bad, but then exporting just these doesn't work for me.

    2 votes

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  12. export as ods file

    Many people these days use open source (linux based) software. A database export to .ods file type would be greatly appreciated by this community.

    1 vote

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  13. Batch export file attachments

    We require attached files for both our applications for admission to classes (transcripts, etc), and our application (membership: "Author") to be considered for publication (an essay word doc). Batch export with the associated member record would be ideal.

    Wufoo does this by including a URL to the file in the export (Excel, CSV, etc.) data.

    1 vote

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  14. Import Membership Discount Codes

    RE: Groups:) It would be great if this feature was available.
    The ability to import DISCOUNT codes for MEMBERSHIPS. Each of our partners is allowed a certain number of discounted memberships. We currently have 100+ partners so that means 200+ codes that we will have to manually enter.

    3 votes

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  15. Manual Invoice item is exported in Excel file

    Under invoices export, item is included as a field that is exported to the Excel file.

    2 votes

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  16. Export Log, see who downloaded data

    Provide a log of Contacts and Members export activities. This data is highly valued and needs additional protection which would include a log and audit capabilities.

    5 votes

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  17. Exporting Member data with stripe recurrring in another system

    Hello Team,

       My client currently using wild apricot for membership management. he can't share account number with me. I tried to export members and financial data from wild apricot account but it couldn't contain stripe customer id and stripe source id field in csv when i export. please can you help how can i get  stripe customer id and stripe source id for existing members on wild apricot account, stripe customer id is like "cus_ELVWLyZ0t7CBxD" and stripe source id is like "src_1DsoVTKz8Bu2wmuXrOMgNvZx". please can you help on to get these two field with member export as other system need these
    1 vote

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  18. Please add member id field when we export email logs.

    Please add the option of choosing more identifying fields when we export from the email log. We need user id, first name, last name and possibly email address. Right now we only get last name, first name as an identifier.

    5 votes

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  19. Export templates: save and reuse columns to export

    Allow several templates to be created in the Export registrants in each Event. You currently can either export all information (a button) of pick each thing that you want to export. To make the program easier for novices to use, we need the webmaster to create standard export templates/reports. Currently a set of instructions need to be given to new users on exactly which buttons to select to get the exact export report we need.

    We need somebody to select all the fields and then save/name the report for them to use. You already have a select all button just…

    14 votes

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    6 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  20. Just before importing, display example table of import data fields

    Display 5 or 6 examples lines of imported data, BEFORE actually importing. Reason: Somehow the phone numbers failed to import, even though I thought I'd checked everything carefully. Seeing a table of sample data for several records would have clearly shown me that the phone number column was empty.

    12 votes

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