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  1. Keep financial information about bundle after switching bundle administrator

    This actually works quite well for us and is the main reason we chose WA. The only thing that I think can be confusing is that sometimes we switch who is the bundle administrator but the account information of previous invoices and payments stays with the member not the new bundle administrator – so you can be in a situation whereby clicking on the bundle administrator account doesn’t always tell the whole story financially

    2 votes
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      0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow referrals for us just like WA uses

      Also need to integrate referral discounts capability just like Wild Apricot uses. If WA thinks it is good for themselves, they need to integrate for us. I want my members to get a 15% discount for each referral, but I also want them to have their own discount code to pass to their referral so the referral gets the same 15% discount and is encouraged to use the code

      2 votes
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        Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        2 votes
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          0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
        • Attach an image to membership level description

          MEMBERSHIP FORM CUSTOMIZATION

          I wish that I had the ability to attach a photo to a membership level. So that people are able to see what they are getting or using a picture as the clickable item, instead of a radial button. Or a format similar to this website. My memberships include items and I would like to display them. https://deltawaterfowl.org/memberships/?campaignId=70136000000Qq0n

          1 vote
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            0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
          • Special "Application / Applicant" Membership Level Needed!

            Special Application / Applicant Membership level needed

            Current Membership Levels do not cover an "Application" status. Every Membership Level can only be edited by the member if the status is "Active". We as a club depend on applications where only after the application attempt was successful a decision is made if the applicant is accepted or not.

            Applicants (as we call the level) only see "Applicant – Active" in their profiles. Believe it or not but MOST applicants think that "Active" means they are "accepted" which leads to discussions if they are rejected in the final process.

            We need a…

            1 vote
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              Collecting comments  ·  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
            • Apply renewal actions/emails to existing members

              When admin set up automatic renewal actions/emails existing members could exist. So need to apply this actions to them. The most important looks the situation related to members with past renewal date.

              1 vote
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                Collecting comments  ·  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
              • Static Login Date

                I would like an additional field - Login Date (or similar.) A field that would store every log in date; maybe 6- or 12-month's worth. I want to run a report for a specific date to find everyone that logged in THAT date. Very useful to me (and I think others) to track when an event, announcement, or a Facebook post, etc. attracts attention to our website that then motivates members to login to get more information.

                1 vote
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                  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                • List Membership Invoice and Status on Individual Pending New Members List

                  I would like to suggest a membership invoice column showing the payment status when you are reviewing your Individual Pending New Memberships list.
                  If I knew their invoice was paid, I could go in to review their application and activate their membership. Currently you have to view each pending members membership tab to see if their invoice has been paid, then scroll through each one individually. If their was an invoice column on the listing page that showed the payment status of that invoice, you could save a lot of time and just go into the profile that needs to…

                  1 vote
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                    0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                  • autorenew macro

                    WA should provide a macro that shows whether a member has signed up for membership autorenewal.

                    One of our biggest renewal issues is that people think they HAVE signed up when they haven't, and their membership then expires because they didn't pay.

                    1 vote
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                      1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                    • Billing

                      I could be wrong about the way this works..

                      If one of my members signs up in January for a monthly plan...

                      then, in March they elect not to renew...

                      Then, in June they want to sign up again...

                      There seems to be not good way to handle this. The system generates an invoice in March for April. when they sign up in June, it pays for a month they didn't want--April.

                      Am I missing something.

                      I have an on again / off again relationship with Sling TV. When I resign up after allowing the membership to lapse, it pays…

                      1 vote
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                        1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                      • Radio buttons with extra charge visible to others.

                        Please to be able to make the "Radio buttons with extra charge" visible to others. This would be the same functionality as other Membership fields: anybody, members, no access

                        My organization wanted to collect chapter dues, in addition to national dues, at Renewal. The new Radio button w/ extra charge feature handles that. GREAT! The line item comes across in the invoice. Great. We can search in the Admin View. Great.

                        However, this field will NOT show up in our Directory pages. Since the national headquarters is now collecting dues for the local chapters, it is critical for the chapter…

                        1 vote
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                          Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                        • Allow members to be manually added to more than one event at a time

                          I have to manually add members to an event. As most members attend four quarterly meetings a year, I have to add each member individually to four different meetings. This becomes extremely time consuming as we have over 13 boards that meet four times a year. It would be great if we would have the options to click on all the events we would like that member to be added to (or removed from).

                          Thank you,

                          1 vote
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                            Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                          • member list layout

                            ability to use a custom report layout for Member Listing - currently appears can only use 'standard' which does not allow you to print all the fields we would like

                            1 vote
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                              1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                            • allow a member to change level after he has been invoiced for the next term

                              Currently the option to Change level is no longer available once the invoice at the current level is issued. This proposal would allow a member to continue to change her/his/their membership level in their profile after an invoice has been issued for the next membership term.

                              Depending upon how the membership organization works there could be two options with this change:

                              1) Allow the member to change the membership level before the due date but after the old invoice has been issued.

                              2) In addition to the situation in 1, allow the member to change level after the new membership…

                              1 vote
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                                0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                              • Apply a discount but not have to use a code.

                                We would like to apply a discount to membership renewals between dates but NOT have to use a code. Is there a way to get around using a code?

                                1 vote
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                                  Collecting comments  ·  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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…

                                  1 vote
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                                    Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Renew memberships after X number of event attendances

                                    We offer a membership which is based on a member 10 events of their choice from our selection of events. Once they have attended 10 events they have the option to renew their membership for a further 10. This is a very manual process for us and there is no easy way of reporting or checking when members have reached their 10 event limit other than going into each members record, and chasing them fro a further payment. If we could have a report of how many events each member has attended since their last payment, this would be terrific.…

                                    1 vote
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                                      0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                    • make it possible to customize the directory search criteria

                                      > Can you please make it possible to amend the search criteria
                                      > on the drop down box for the search function (in the directory) to
                                      > just show 'contains' rather than all the other options e.g. 'empty'
                                      > etc. See below:
                                      >
                                      > http://help.wildapricot.com/display/DOC/Advanced+search+-+Members
                                      > Text / Multi-text fields e.g. "email", "lastname", "organization" -
                                      > can be searched by:
                                      >
                                      > These options can they be limited / removed/ not displayed?
                                      > Contains / Does not contain: will return records that contain / do
                                      > not contain matching string
                                      > Is / Is not: returns records that match /…

                                      1 vote
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                                        Collecting comments  ·  2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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

                                        1 vote
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                                          0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Member to member links and associations

                                          Hi - we are already using the 'bundle' feature to allow families to be managed by one family administrator. However, our society rule is that once someone turns 18, they have to have and pay for their own separate subscription. If an 18 year old family member still lives at the same address but maybe has a different name, it is not immediately obvious that they are still linked to that family unit. Just wondering whether there was a feature that allowed individuals such as this to still be associated with a family bundle albeit under their own subscription? Bundle-lite?

                                          1 vote
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                                            Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
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