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  1. block renewal for accounts with outstanding invoices

    If account has outstanding invoices, the software will not allow account to be renewed (generate renewal invoice) until paid in full.

    2 votes
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      Collecting comments  ·  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
    • continue to invoice member for each renewal period

      Many membership organizations (golf clubs, etc.) have policies to continue invoicing members even in the event that a member fails to pay the invoice for the preceding membership term. The primary reason that organizations do this is that their membership policies have been tailored to cover the underlying fixed costs faced by the organization. In such organizations the policy generally is to require that the member opt out of the membership by communicating that intention in some fashion to the organization, rather than simply by stopping payment.
      Currently on Wild Apricot if a member does not pay an invoice the…

      7 votes
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        4 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
      • Membership Bundle Lists

        When you remove a person from a membership bundle could you remove their name from the list? I have membership bundles that may change who their members are within the bundle from year to year and it is a cumbersome list with it showing names of individuals who are no longer part of that membership bundle.

        2 votes
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          1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
        • Restrict Bundle Administrator Adding Bundle Members

          Would like to have the ability to disable Bundle Administrators' ability to add bundle members. Some of ours have been doing this however because they are then not being flagged with the appropriate Member Groups, they are missing out on emails.

          1 vote
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            1 comment  ·  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…

            3 votes
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              0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
            • Extending membership levels to 10 years

              Hello - would it be possible to add to/extend the membership level drop-down list options all the way to 10 years (vs. the current max of 6 years)? A tennis association that I am assisting offers 10-year membership renewals and would really like to have that feature, since their existing forms/paper materials specify that as an option. Thank you.

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

                4 votes
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                  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                • Section divider field instructions

                  Please include Field Instructions on a Separator in the member profile. That way, I can include instructions/explanation for all of the fields in that section, rather than each separate field.

                  6 votes
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                    0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                  • Member access option in membership fields

                    Could you add an extra "Member Acces" option in member fields? We like have the following options:

                    Member Access
                    -Edit
                    -in own profile
                    -in level change
                    -in application

                    Thanks

                    2 votes
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                      0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                    • Change placement of field instructions

                      In the membership and contact forms, the field instructions show up at the bottom of the input - where people don't see it right away. Can there be an option to move the field instructions to the top of the input so users can see the instructions before entering the data?

                      5 votes
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                        0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                      • Display Group description for members

                        "Is there a way to access the Group Description information and present it on a page with the Group Name to our members? I currently enter the group name and the group description into WA in the Members / Group Participation Area. Then, I have my members signup for each of the groups on their profile page… but there is only group names, without description of the group . So then I create additional pages in WA to provide the group name and description information… I have to type it all in again. I have 50-60 groups each year. With…

                        5 votes
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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?

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

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

                            3 votes
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                              2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                            • Copy 'Change status to Lapsed' to automatic actions for grace period

                              Membership Renewal Policy: Copy the functionality of the second "If not renewed within x days" to the first. We want a membership which expired to change from Pending Renewal to Lapsed. After x days later, we want to void the invoice and change the status to Suspended. Not all associations offer a grace period after the expiration date.

                              1 vote
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                                0 comments  ·  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 →
                                • 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  ·  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 →
                                    • 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 →
                                      • 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.

                                        6 votes
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                                          Collecting comments  ·  0 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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…

                                          20 votes
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                                            4 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
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