Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
385 results found
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archived group members
We would like to see any 'group member' that has been archived (shown in grey) so we can ask that member to return to the group.
For instance, high school graduates from 2015. John Doe has not renewed his membership and was archived. His name would currently drop off the '2015 graduates' group list and not be shown. It would be much easier to relocate the missing members if we knew where they belonged and that they were in archives. This is similar to how a bundled member shows up if they've been archived (grey in color).2 votes -
Membership Vetting Prior to Dues Payment
Our organization vets New Members. We would like them to be able to apply online but not pay any dues until we do our background and approve them for membership and then generate the invoice. This needs to be an option.
5 votes -
Allow 0 for extra charge calculation fields
Please allow 0 as a valid input to Extra charge calculation - limit order to field
6 votes -
Add SQL "orderby" to advanced search
Add "orderby" capability to advanced queries.
I imported bundle members and botched the import. My bundle seconds came in as bundle admins. To round up the records to fix, it would be good to order the results set by email.
1 vote -
Sign in sheet
We manage a swim club and would like to record daily visits by members. This way we can track day to day, year over year and week over week attendance. Like a sign in sheet but tracked in Apricot.
Events do not really work for that.
6 votes -
Indicate use of custom member renewal reminder email
An indicator of the existence of a custom member renewal reminder email in the Membership Level Details > Renewal policy tab > Renewal reminders and actions section. See mockup.
This would help when updating emails.
2 votes -
I wish that database fields could be made "required" but only for certain membership types.
For example, we have a field named "Company Name" and I would like to make that a "required" field for members applying for one of our 'company' membership levels. However, we don't want it to also be "required" on our "student" or "individual" membership levels.
2 votes -
searching notes for merged contact email address
Once I find duplicates and Merge them together. It's great that it adds a note that the duplicate was merged however It would be nice if it recognized that email in the notes if I do a search for them.
Because when I search (ALL) the archived don't even show up.1 vote -
View all members in the member directory without paging
Would like to see view all feature in viewing member directory instead of just 1-50, 51....
4 votes -
generate groups out of search results
Is it possible to create a group out of a search result?
That would be very handy!!!Suggestion: Also creating groups by a poll answer could be very beneficial for marketing reasons...
3 votes -
Add Field/Macro Showing Last Renewal Date
Feature request: currently, the date on which a member paid for their membership is shown in system generated "Internal Use" notes in the members Contact Details page. I think it would very useful to have a dedicated field that can be used as a macro indicating the payment date the last renewal was made so such info could be merged into emails.
2 votes -
Automatic suspension of membership after membership has lapsed for a designated period of time
I would like for there to be a way adjust the settings so that a lapsed membership is automatically changed to a suspended membership after a designated period of time. We would like a membership to lapse for failure to pay membership dues after, say, 90 days, and then if the member doesn't renew after, say, two years, to have his/her membership automatically suspended. We want to be able to identify and follow-up with lapsed members during the two year period, but I'm finding it burdensome to manually suspend lapsed members who haven't renewed during that period.
14 votes -
Allow Members To Set Personal Starting Page
Right now, after login, I have the member profile set as the starting page. This would be a good place to allow members to choose where they'd like to land.
2 votes -
recurring payment as a macro for email renewal notices
Is it possible to have a macro included for renewal reminder emails that indicates whether a member is signed up for recurring payments or not?
5 votes -
Customer Relationship Management System
Love WA, but am starting to look at other platforms that offer some kind of CRM Customer Relationship Management tool. We need a way to track our prospective membership prospects and have it populate our calendar with follow up actions.
7 votes -
Opt in status
HI Further to my enquiry on ticket 180586, we feel that once we have set all out members for the Opt In as Undefined that the subscriptions should be set as unticked ie switched off, or we should have an option to switch off. Also when Members first set up a Profile they cannot access this page from the set up. This means we have to get Members to go back into their profile to deal with the opt-in status. A 2 step approach is messy and creates more work than a 1 step approach.
5 votes -
Sort by Organisation
Ability to sort members and event registrations by organisation.
1 vote -
allow multiple vehicles per member
As a car club we want to record what cars a member has. Many members have multiple cars. We can create multiple fields such as Car1, Car2 etc but how many? Car10?Car20?. A better solution is to build a relational database link between the member file and the car file with an "Add Car" button to add an extra row in the Car file linked to the Member ID. This is easy to do in MS Access but I can no similar functionality here. Yet just about every car club has the same problem.
4 votes -
Stop and Hold membership option
Our company offers an option of putting memberships on Hold with a 30 day notice. Since there is no such option, I have to keep track of all our clients dates and change them manually. I have missed a few in the past because it is so hard to keep track of everyone and our clients were charged.
1 vote -
Select All in profile privacy
Can we get a Select All button for the members profile privacy fields? it would be nice if members could quickly set all their privacy and then deselect the least ones.
I would suggest having an option at the top of each column under the Anybody/Member/No Access Heading.
I think it should be a Select All option that changes all the settings to Select All and then we can deselect the ones we dont wont.This would also make it easier for bulk changing a bunch of user privacy settings.
It is really inconvenient for users to have to go…1 vote
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