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  1. Application for Joint Membership: Both Members Apply with One Application

    The process for applying for joint membership does not work well. The administrator completes the application, but there is nowhere for that person to add their partner or spouse at the time of application. After the main member has been approved, it is near impossible to get that member to add their spouse after the fact, even after I send a personal email asking them to do so. It would be so much more effective to have them add the partner at the same time and have check boxes for items that are the same, like the same address or…

    7 votes
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      Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
    • Simplified Membership Fields for Adding Members to Bundles

      Our association use the membership fields to populate our membership application. When potential members come to our website they must fill out this application and have it approved. Once they are a member they can add company members to their bundle to receive discounts and see exclusive content. But for some reason whenever new members are added to the bundle they have to fill out the entire membership application.

      There should be a function on the website that allow for certain membership fields to be included only in a member application. Or have fields that are specific to a membership…

      7 votes
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        1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
      • Show option to pay annual fees in advance or by the month at a higher rate

        Our annual dues are Php 10,000 paid 1 year in advance. However a member can elect to pay Php 1,000 monthly.
        We also have a non-refundable joining fee which is different according to each level of membership. For some levels the joining fee is less than that of a Full Membership. On changing your membership level up to Full Membership it is required to pay the extra. How can that be registered?

        6 votes
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          Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
        • Custom fields for group members

          It would be useful to be able to create custom database fields that apply only to members of a particular group. When someone is assigned or joins a group, they or the admin can fill in the group fields.

          Example: Create a group called "Mentors". Have a custom field for members of the Mentors group called "Areas of Mentoring Expertise". On the directory of Mentors, members can search for Mentors by this field.

          Secondary request: Be able to create a directory based on a group or groups, not just on membership level. I was able to do this by creating…

          6 votes
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            Collecting comments  ·  2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
          • 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 →
                    • Allow "Pending" members to edit their profile

                      We wanted to see if we could set it up where pending members can edit their applications before they are approved. From what I have gathered individuals cannot add a family member once they submit their application. I am pretty sure they can add them when they are originally filling out the application, but we wanted to see if they could add their family members after they submit the application if they come back a few days later to add that family member (i.e. edit their information while “pending”). Please let me know if this is unclear or if you…

                      6 votes
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                        Collecting comments  ·  3 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 →
                                • 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 →
                                  • 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 →
                                      • Retention Tracking

                                        One thing that would be very helpful for us is if there was an "at a glance" tracking of our membership tracking rates over time. What percentage of our members are we keeping...what percentage are we losing...etc...

                                        That would be very valuable for us.

                                        Thank you!

                                        Todd

                                        5 votes
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                                          Collecting comments  ·  0 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 →
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