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  1. level change approval

    Can't you just add a setting for admin's to approve any level change? This would solve so many issues we have with people renewing who shouldn't be etc. It gives us the ability to approve renewals when the member has lapsed!

    6 votes
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      Collecting comments  ·  4 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
    • Query and Delete Archived contacts

      Square Apricot suggested I post here, so here it goes:
      There should be a way to query Archived members in order to do a large group delete based on specific criteria. As a example, query all archived contacts who do not have email addresses. Then do a group deletion of them.
      In my case we no longer support a membership level. but we have 1200+ archived members that still hold the level. I cannot delete the level (to clean up the summary page) because contacts - although deleted - still hold that level. My only options are: 1) individually edit…

      6 votes
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        Collecting comments  ·  3 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        6 votes
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          1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
        • Downloadable Member Photo Directory

          Downloadable photo directory from contact list

          6 votes
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            Collecting comments  ·  2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
          • Query active members in prior years (they can be inactive now)

            I want to query my member database to determine how many active members we had in prior years. For example, how many members did we have in 2012? I have set criteria for member status=active and member since<12/31/2012. My problem is that I need to count members who have been members since 2009, unless they lapsed before 1/1/2012 and were not active during 2012. I cannot figure out how to do that with the advanced query structure.

            6 votes
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              Collecting comments  ·  5 comments  ·  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 →
              • Rules and Terms affirmation Wishlist

                I've added the Rules and Terms field and created the page that new applicants must read and approve before proceeding. However, I have imported 450 members from my former system, and they are NOT required to read and approve the Rules and Terms at Wild Apricot when they log if the Rules and Terms field is set to 'no'.

                I would like the login procedure enhanced to require existing members to approve the R&T if they have not done so previously, before they are allowed to continue the login process. For Admins not wishing this, it could be made a…

                6 votes
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                  Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                • adding bundle members via email invitation

                  As an administer of the bundle, I would prefer to simply be able to send an invitation to a specific email, that would allow that person to fill out an application and therefore be successfully added to the bundle.

                  6 votes
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                    1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                  • Agreement/Contract Acceptance or Digital Signature

                    It would be great if there was some way to embed an agreement button (that would record a time stamp and IP address) or digital signature into emails so we can ensure that our members "sign" a membership contract each year. This is particularly important for annual renewals, since the renewal process is much different than the initial application process.

                    Alternatively, if there were some way to create an online contract that included an agreement or digital signature ability, that would be great too.

                    Currently, the terms and conditions field doesn't allow you to customize the language to each member.

                    6 votes
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                      Collecting comments  ·  4 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                    • Suspended members still receiving emails and newsletters

                      Why do suspended members still receive our newsletters? They also show up on current membership counts. What's up with this? Do I really have to go in and disable their email settings?

                      6 votes
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                        2 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 →
                        • Date/time stamping for member internal notes.

                          Hi, Good morning!

                          There are always multiple opportunities to create internal notes on a members account, following contact or interaction with a member - just as you might do with CRM and contact management software.

                          These notes relate directly to the members account, including contact and support provided to the member. It is extremely important to have an internal notes section that includes simple time-stamping, display and tracking abilities. The current implementation of lumping them all together into a memo field has been cumbersome and time-consuming to manage. The ability to keep and track effective notes is essential to any…

                          6 votes
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                            Collecting comments  ·  7 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                          • Simplify adding new members into a bundle by removing extra steps to do

                            When I click "add member" from a bundle administrator page, I'd like to save a step and add the contact directly on that page, versus adding the contact, then going to the bundle admin page, clicking "add member" and scrolling to find them in the list.

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

                              5 votes
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                                3 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                              • Saved search criteria to show Next Month Renewals or Renewals > N days

                                When creating a saved search for membership renewals, there is an option to have it search on "this month" and "last month" in addition to a few others. But how about a "next month" selection, in order to be on top of upcoming renewals for membership management?

                                5 votes
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                                  Collecting comments  ·  6 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add "Subscribed to emails list" Criterion to Advanced Search

                                  Currently, the only way to find out if members are subscribed to an email subscription list is (I believe) to export the membership list and look at Subscription Source.

                                  There should be an Advanced Search criterion "Subscribed to email list" which allows checking any of the email lists.

                                  (The checkoff "Subscribed to emails" in the Email preferences criterion refers to email blasts, not email subscription lists.)

                                  5 votes
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                                    1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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  ·  Flag idea as inappropriate…  ·  Admin →
                                    • different member privacy settings for multiple directories

                                      I would like to be able to put a member in multiple directories with different privacy settings for each directory. example
                                      Directory 1 Name, town and send message form.
                                      Directory 2 Name, full address, email, phone.

                                      5 votes
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                                        Collecting comments  ·  1 comment  ·  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 →
                                        • online punch card

                                          Our members like the idea of having a punch card whereby they buy a block of 10 sessions but they can choose which days they attend. I was wondering if we can emulate that concept online with the members attendance (similar to checking smeone in at an event) clicking down the number of remaining visits left.

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