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  1. Membership Expiration

    Membership expires at the end of the month they join the organization

    5 votes

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    2 comments  ·  Members  ·  Admin →
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  2. invoice search

    I would like to be able to export my Member List with an added "invoice date" choice. That way I can easily sort for those who have paid since the last time I mailed membership cards sicne we have year round renewals and 1 and 2 year membership levels. Right now the "Changed Member Level" and "Date Joined" or whatever don't capture them all.

    3 votes

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    0 comments  ·  Members  ·  Admin →
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  3. Club can over-ride Wild Apricots prorated mbr dues.

    Let the organization set the club dues deductions for prorating by even dollars. Like setting $10 a month deduction. Ex. Dues in January be at $175; then deduct $10/mo or $165 for February; then deduct $20/mo or $155 for March, etc. Wild Apricot would calculate the amt of dues to reflect the previous explanation. Karen

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  4. Application for Joint Membership: Both Members Apply with One Application

    The process for applying for joint membership does not work well. The administrator completes the application, but there is nowhere for that person to add their partner or spouse at the time of application. After the main member has been approved, it is near impossible to get that member to add their spouse after the fact, even after I send a personal email asking them to do so. It would be so much more effective to have them add the partner at the same time and have check boxes for items that are the same, like the same address or…

    56 votes

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    16 comments  ·  Members  ·  Admin →
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  5. Contact Search should accept Groups as keyword

    When searching through contacts or members, the search feature does not include Groups. For example, if looking for someone who is in the "Knitting Circle" Group, typing in "knitting" into the contact search bar will not bring them up.

    9 votes

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    3 comments  ·  Members  ·  Admin →
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  6. repeating fields

    Currently the member fields option does not allow a "repeating" field. Essentially we have simple datatypes for storing structured data, but some fields require a repeating field. For example:

    A field such as "articles of note" requires a field to support 1 or more links to an article. Even better would be to be able to combine existing data types in a "row" together that can be repeated by the end user.

    This way a member profile could have a potentially unlimited set of structures to store data about the member.

    You could have:

    1. Events of interest
    2. Articles online
    3. A…
    1 vote

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    2 comments  ·  Members  ·  Admin →
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  7. Manage tasks associated with a member

    From a customer's comment:

    It would be great to have a task list associated with member actions, for instance:

    Event/Task
    New member/send intro package
    Renewal/send thank you note
    Donation/send thank you note

    and so on

    The tasks are removed from the list as the actions are taken. Yes the emails can be used for this but they are outside the WA system and mixed with other emails.

    8 votes

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    0 comments  ·  Members  ·  Admin →
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  8. Not charge existing members initiation fee (extra charge costs) when they change levels.

    Not charge existing members initiation fee (extra charge costs) when they change levels.
    Initiation fee is only applicable to new members, not existing members who would like to change levels. It will be nice to have an extra cost field type applicable for new members only.

    4 votes

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    1 comment  ·  Members  ·  Admin →
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  9. Prohibit sending message from one's own profile

    I am writing as a webmaster who must deal with confused members. Currently when a member is on the web page to edit his/her own profile, there is an option to send a message. There is no clue shown as to whom that message will go to, but I am quite certain it will only go back to the sender. That seems like a useless thing to do, and one likely to create confusion (because the member is likely to erroneously believe a society officer will see the message). I'd like to see <SEND> removed from the edit profile page.

    4 votes

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    3 comments  ·  Members  ·  Admin →
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  10. New Membership Status Level

    It would be nice to have another option for Membership Status. If a member that has lapsed and been archived comes to an event, we have to bring them out of archives, but then they show up on the Members Summary and skew the actual number of members that you might want to report at any given time. So whatever the new word would be, would also have to ensure they don't show up to be counted as a member until they are archived again.

    6 votes

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    2 comments  ·  Members  ·  Admin →
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  11. Set join date as date dues were paid

    It often happens that people complete the application and then take a few weeks (or even more) to actually pay their initial dues. The "joined" date is automatically set as the day they filled out the application. I'd like to be able to instead have it be the date the money showed up.

    6 votes

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    2 comments  ·  Members  ·  Admin →
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  12. Renewing lapsed members who want to catch up overdue time

    Ability to renew for multiple periods. Often members lapse then want to catch up. The system is set for a 1 year period but it would be great to be able to renew for say two years bringing the member up to current.
    At the moment we have to fiddle with the due date if lapsed for over a year and it's really rather clunky!
    This would be another work-flow improvement.

    2 votes

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  13. Back date renewal date to date of lapse when renewing

    Right now, when a membership expires and is renewed past the expiration date, the renewal date is set from the date the member renews, (rather than the date the membership expired).

    We would appreciate the following option: If a membership lapses the next renewal date is set to one period from the date the membership lapsed. (not the date that the membership is reactivated)

    (The following example was copied from another thread on charging a late fee for past due memberships and represents our situation)

    "In our case what happens at the moment is that some people wait until after…

    29 votes

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    6 comments  ·  Members  ·  Admin →
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  14. Allow custom codes to membership levels like the events.

    Need a sponsorship page that is like the join us page and sponsorship level form and fields that allows you to add predefined amount levels and an ala carte level that the sponsor can put in their own amount that they would like to contribute.

    6 votes

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    3 comments  ·  Members  ·  Admin →
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  15. Members to specify their privacy settings during membership application

    I would like for new members to be able to specify their privacy settings during membership application process. More specifically, the setting that I am looking for is "Show profile to others".

    17 votes

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    3 comments  ·  Members  ·  Admin →
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  16. Filtering & Restricting Groups for specific Events

    We have had a request by staff that they wish to filter certain Events to a restricted group of schools.
    Therefore, we are seeking an upgrade by Wild Apricot to please include a Filter with a drop down box of individual SCHOOLS be available when creating new GROUPS and when the MANAGING PARTICIPANTS option is chosen - similar to the current “Search” option available in the CONTACTS ADVANCED SEARCH tabs where there is the ability to refine the search to School/Organisation from a drop down box.

    5 votes

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    0 comments  ·  Members  ·  Admin →
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  17. List family members in profile for church use

    Family groups in the profile to connect a member with their spouse and children so I can use WA for my church

    6 votes

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  18. Notify admin about new members

    It would be great to have a notice (to the admins) that is in your face when you login and there is a new member. Maybe there is a way to do this and I missed it. Either way, I have to be diligent about checking if there are new members when a pop-up or something at the top of the page that stands out would be better. :) Thanks for listening!

    34 votes

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    5 comments  ·  Members  ·  Admin →
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  19. advanced search filters for member group management

    It would be great if there was a way to use advanced search filters to find certain members when creating a member group or managing group participants.

    23 votes

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    6 comments  ·  Members  ·  Admin →
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  20. Membership Fields Auto-Populate Category Response

    Membership fields automatically populate a specific category response. Example: Each member gets a free "new member" ticket for an event. When John enrolls, his membership field will automatically show he has an "available" ticket that can then be changed to "unavailable" upon him redeeming the ticket at an event.

    5 votes

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    0 comments  ·  Members  ·  Admin →
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