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  1. 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.

    1 vote
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  2. 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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  3. Order of exported columns

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

    1 vote
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  4. 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

    1 vote
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  5. 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…

    1 vote
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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. Export Log

    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.

    4 votes
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  13. 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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  14. 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.

    4 votes
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  15. 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…

    13 votes
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  16. 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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  17. Export Images

    Ability to export uploaded images.

    8 votes
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  18. Field for Event Facilitators/Presenters that will Export

    Hello, To track staff member events. May you please place a field that will track the event presenters/facilitators that will export. Thank you!

    3 votes
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  19. Enable bulk uploads of member ID photos.

    I'm converting to Wild Apricot, and have over 700 members to add to the database. I can upload everything from a spreadsheet except their ID photos, which have to be uploaded one at a time using the GUI. I would like the ability to include a column in the upload data spreadsheet that can contain the URL paths to the photo for each member, and have the photos uploaded with the rest of the data. Yes, this will make the upload take much longer, but not nearly as long as manually loading over 700 pictures.

    36 votes
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  20. import groups

    Hello,

    We are experiencing some difficulty importing lists from lets say,
    Constant Contact to Wild Apricot. We have created "saved searches" and
    there are contacts who belong to several "groups" we have created in WA.

    However, when we are uploading a fresh list to a group from CC to WA, it will upload to that specific group AND wipe out all other groups the constituent belongs too.

    It's not a very intuitive process and I advise WA create a warning sign
    that pops up before importing "this import will override any group the
    contact belongs to, are you sure you…

    8 votes
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