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  1. Defer payment until application is approval

    I think it would be helpful to have an online application with an option of deferring the membership fee until the applicant has been approved for membership.

    This would allow them to complete an application, which would enter the system as a Pending status. Once they have been approved, and the record is marked as Approved, then they would receive an email requesting that they then pay for the membership.

    Our group has certain guidelines that must be met for membership. There are also other documents (proof of insurance, etc) that must be sent in for review. Once these items…

    23 votes
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      25 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →

      For now, this is not something we’re going to change – not sure if ever.
      Workaround to use: create a special “entry” free level to apply to, and close “normal” ones for application. For the entry level, create also a dropdown field where a potential member can choose a level they want to apply to. Add other fields you need to assess the application. When application is successful, your admin is to change membership level to required one and generate membership invoice (membership upgrade invoice). The member will be emailed with the invoice and can pay.

    • Customization of Email sent during Membership Level Change workflow

      When a member changes there level, the system automatically sends them an email. Since there is an option to choose "manual payment", we need to be able to add our physical address to the email.

      24 votes
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        23 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
      • SEO - Improve Member Directory Indexing by Search Engines

        Current Situation

        Member Directory content will not always be indexed by search engines even if the pages are publicly visible.

        Desired Situation

        Have all publicly visible pages (including member directories) be fully exposed and visible to search engines to improve site SEO ranking potential.

        22 votes
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          24 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
        • Customize how Member ID is generated

          Is there a way I can designation a "starting number" for the member ID field? For example, if I am setting up a new membership database and I would like our member ID numbers to begin at 500.

          22 votes
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            24 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
          • Admin to approve membership renewals

            I realize this is a stretch, but our organization wants to require administrator approval not just for new applications, but for renewals.

            For example, we have a discounted rate for full time students. We require that people show evidence they are full time students before we activate their membership. We can control this on the Member Level > New Applications tab with a checkbox under "Membership application review"

            But once they are approved, a year later, they can renew at the same level even if they are no longer eligible for the discount.

            Anyone has a solution for this?

            Thanks/

            27 votes
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              18 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
            • Indicating in member directory which members have photo albums

              Would be nice to have a way to put a link on the member's directory entry. Right now, the only way other members would know there was an album is to open each profile - and that's not going to happen with our members.

              20 votes
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                24 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
              • Provide ability to set group join policy by each group

                I keep wanting to love Wild Apricot. But time after time I run into limitations that truly make no sense to me. I am glad that WA instituted some other way than Member Level to limit access to Restricted Pages. That was way too limiting. But the way Groups work to limit access is an all or nothing affair because of the way Group Participation works.

                Let's start off with an example of various groups you might have in a HOA: Board Member, Volunteer Group, Newsletter, Swim Team, Tennis, etc. Now let's say that you want a restricted page for…

                18 votes
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                  19 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                • Copy membership levels or copy settings to other levels

                  Hi,

                  As an admin, I would appreciate to be able to duplicate existing membership levels instead of starting from scratch. This will ease the work for example if you have 3 levels (child, adult, senior) which share absolutely all the same parameters except for the price.

                  PS: I apoligize if this is already open, I just couldn't find it. I also apologize if this is possible, but I haven't yet found how.

                  20 votes
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                    15 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                  • Member renewal terms with arbitrary number of months - e.g. pay by term or sport season

                    It would be great if the membership levels included the ability to allow arbitrary membership periods such as 1 month, 2 months, 7 months, etc. Currently it's rather restricted. This capability would make it easier to manage temporary memberships open to the public I believe.

                    Furthermore, the ability to set renewals to any number of fixed times would be very flexible and once again make temporary memberships easier to manage. For example, 2 month memberships renewable 2 times.

                    17 votes
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                      13 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                    • Show address field in Member Directory

                      Is it possible to have 5 fields in each column on the Search results layout?

                      This would enable a member address, city, state, zip and country to be in one column, rather than split across 2 columns.

                      ~~ or ~~ can we add the city, state, zip to be one field ?? that would also help solve the address from flowing over two columns.

                      We currently publish a paper member directory and would love to get away from it by having it available here.

                      thanks a bunch,

                      Patty

                      19 votes
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                        11 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                      • 18 votes
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                          11 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                        • Members, Summary - reporting on bundles

                          Almost all of our member levels are bundles, so having the bundle numbers in brackets for the Total column is good, but it would be really useful on the other columns as well. The dashboard would then be a great quick report for associations like ours.

                          17 votes
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                            10 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                          • Ability to lock key fields to admin changes only

                            I'd like to request that the following fields have the ability to be locked and cannot be changed, except by an administrator:

                            First & Last Name
                            Email Address
                            Company Name

                            We are having a problem with people leaving their firms and either A) changing the company name and email to the new information (although the company is not in our industry and does not qualify for membership), B) changing the company name and email to the new information (although it was a firm membership and was "owned" by thier old company), C) the person who replaced them at their old…

                            11 votes
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                              16 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                            • Require member to update or verify profile when renewing

                              I would like the option to require members to verify their information is correct when they renew annually. Currently there's no way to force members to even look at their information after they initially inputted it, which may be several years old.

                              16 votes
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                                10 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                              • Enhancements for dealing with lapsed members

                                I understand that this most recent software update has introduced a change in the way that lapsed members are handled. Let's assume that we have WA set up so that renewal is once per year and occurs on the member's join date. According to the way I understand the online documentation, if a member is lapsed, then if they renew, a new renewal date is assigned, meaning that they don't owe any back dues. However, if a member is active and they are in arrears, they then do owe the back dues. (It's not clear from the documentation how this…

                                7 votes
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                                  15 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                • Do not send automatic emails for manual admin actions

                                  This is a relatively minor request but something I find to be a workflow pain. As an admin, when I add a new member to the database the new member activation email does not automatically get sent out to the new member if I set their status to 'Active' initially. I have to add the member in two steps to get the email to go out -- first add them as 'pending', save it, then either go back into their record and record receipt of their payment or change their status from 'pending' to 'active' to trigger the email.

                                  It…

                                  10 votes
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                                    9 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Member Directory: Disable access to profiles

                                    Several of my clients have multiple directories on their sites. On certain directories (not all), they would like to be able to prevent visitors from clicking on an entry to view the member details/profile screen. On other directories they do want visitors to be able to click through.

                                    It would be nice if there was a simple checkbox on the Edit Settings screen for directories that could be checked to turn off/on the link to the profile screen for all entries in a particular directory.

                                    Kim

                                    9 votes
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                                      10 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                    • AutoResponders for new members

                                      How about the idea of automated responses when someone signs up to become a member. Right now there is no opt-in, no "thank you" message, no nothing.

                                      Ideally, I'd like to setup a series of e-mails that go out at a certain frequency to new members (unless they opt-out).

                                      9 votes
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                                        10 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Members to use marketing tools on their profile page - web stats, custom URL, etc.

                                        Our premium level members are looking for a better set of tools, essentially to use their profile pages as a marketing tool, to make membership more value-added. For example, they are used to higher end features available from http://psychologytoday.com . Obviously, this is not as high end a system, but for a wish list, and to make paid membership a value, these desired features are very relevant.

                                        Member requests:

                                        --custom URL's allowing us to list the member name in the url--or some automated option to do so, without having to manually create a redirecting page for everyone.

                                        --SEO

                                        --web stats:…

                                        16 votes
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                                          2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Make Member Since field available in Member Directory

                                          See note below. Our members would benefit to learn when everyone become part of our organization. It offers continuity and a since of longevity. I contemplated just creating a field, but that was too easy, so I decided to add this to the wishlist to see if others agree and it would save me the time to create the field and maintain it since it is already a system fields. Do all of you agree?

                                          Albert,

                                          Unfortunately it is currently not possible to show the Member since system field in the member directory http://help.wildapricot.com/display/DOC/Member+directory . If you could post this…

                                          9 votes
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                                            8 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
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