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  1. Upload pdf files as images

    Currently WA only accepts .jpg files. It would be helpful to also accept .pdf. For instance, to upload a copy of a member's i.d., which we ask for.

    3 votes
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      0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      2 votes
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        0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        6 votes
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          1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
        • Export registrants selectable template

          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…

          5 votes
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            2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
          • 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!

            2 votes
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              0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
            • Character limit and image export

              Ability to set character count input limit inn text fields and ability to export uploaded images.

              3 votes
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                0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
              • Would like to see the ability to have "Saved" Export Models

                The ability to "Save" Export fields selected. We have multiple saved searches that we need to define the list of fields to be exported for each saved search.

                3 votes
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                  0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                • Increase Field Length

                  Please increase field length. When I import a member's profile text from Excel and from Quickbooks notes, it truncates the text and doesn't give me an error message either. Would like to be able to add a person's history relevant to their membership. It is way too short.

                  3 votes
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                    0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                  • Direct Export to Google Sheets for all data

                    Export DIRECT to Google Sheets from WA.

                    2 votes
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                      0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                    • Export Invoice data to Access database or TXT files

                      I would like a new Invoice Export to assist me to getting invoice data to access to print many invoices at one time via a report.

                      The export format would be either an access database (or individual text files that could be easily imported as individual tables into an Access database). It would understood that a custom invoice would need to created in Access by the Exporter.

                      The tables or individual files would mirror exactly what is returned when looking at the Macro button when editing Invoice Settings in Wild Apricot. The high level breakdown of the tables or individual…

                      3 votes
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                        Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                      • Import WordPress and BBphp Data FIles

                        Ability to import exported data files from WordPress and BBphp while preserving user name and date/time with post.

                        3 votes
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                          0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                        • Sort alphabetically by Last Name and then First Name (not ID) when exporting

                          I have multiple contacts in my database with the same last name. As it stands now, when I export a list to excel, the default is that they are sorted by last name and then user ID (not first name) so my contacts do not end up in alphabetical order in the output (John Smith listed above Adam Smith, etc). I have to remember to sort them myself in Excel every time I export a list.

                          3 votes
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                            0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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…

                            7 votes
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                              2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                            • Seperate Data and Time in Data Exports

                              Add a separate database column for time. Date and time combined is a pain to sort in excel.

                              Also allow for member levels and created on date to event registration reports to help for priority seating lists.

                              4 votes
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                                Collecting comments  ·  0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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.

                                22 votes
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                                  Collecting comments  ·  7 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                • Importing: skip existing contacts

                                  Would be very nice to have an option to ignore existing contacts when importing, rather than allowing records to be updated. So that only unrecognised end up being created as new contacts. This is important when importing from lists where the quality of personal information data might not be as good as what already pre-exists in the database. (Esp for people who are members).

                                  9 votes
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                                    Collecting comments  ·  4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Export of information presented on dashboard

                                    The main and membership Dashboards both provide do a good job of summarizing data in the system and as such provide a valuable reporting tool.

                                    However, the essence of a report is the ability to share it with others and there is no mechanism to do this. At present these reports are on the screen only and short of taking a screen snap there is no way to pass them around.

                                    I would find it very valuable if there were an "Export" button which allowed us to receive a download of the dashboard in Excel (CSV??) format. This would allow…

                                    6 votes
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                                      Collecting comments  ·  4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Export Blog Content

                                      My reading of this forum this morning leads me to believe there is no way of extracting blog posts from the Wild Apricot CMS. Is this true? Across the board, meaning even WA staff cannot export the content? Or, a support request to the WA technical staff can solve this issue?

                                      Thanks

                                      4 votes
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                                        Collecting comments  ·  2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Exporting of credit card type

                                        It would be really great if there was a way to export the type of credit card used in the payment export. We balance our deposits into our bank account and American Express is deposited separate from all other bank cards. It would be great to export the payments from a certain time period, sort by credit card used and then calculate totals by card type so we can reconcile our bank statements. Currently it is a manual effort.

                                        4 votes
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                                          Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Import Program Should Not Include Hidden "Notes" Field

                                          There is a field called Notes that is an internal use field. This field is "hidden" in the sense that is does NOT show up in the Contacts or Members fields lists.

                                          This causes confusion because upon import, the import program will attempt to match an imported field name of Notes to this internal use field called Notes. This causes confusion because the admin doing the import will not remember creating a Notes field (because they didn't) and won't see it in the Fields lists (because it isn't there).

                                          I would HIGHLY recommend you either add this field to the…

                                          3 votes
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                                            Collecting comments  ·  2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
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