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  1. List bundle admin and members in invoice

    LIST BUNDLE ADMIN AND MEMBERS ON INVOICE.

    6 votes

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    0 comments  ·  Members  ·  Admin →
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  2. membership card that is only available after renewal is complete

    For membership cards would like to have a current card and a renewal card that is only available after renewal is complete.
    We put information (lock/gate access codes) on the card. The code changes each year and we do not want to allow access to the new code to someone that has not renewed.
    With the new membership cards we would have to wait until we close renewals and archived individuals who have not renewed before editing the card with new information.

    7 votes

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    2 comments  ·  Members  ·  Admin →
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  3. Drop down menu for membership level options

    drop down menu for membership levels

    8 votes

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    2 comments  ·  Members  ·  Admin →
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  4. Display "Bundles" for all Levels on the Member List

    On the Member List Summary, the "Total" for each Level also shows "(Bundles"). Why not show ("Bundles") for the other Column Headers? "Active" "Renewal Overdue" "Lapsed" "Pending" "New in Last"

    2 votes

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    1 comment  ·  Members  ·  Admin →
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  5. membership levels invoices update

    Found a flaw
    As an admin, I can change membership level regardless of if an invoice has been generated, and I can opt to update the invoice. However, My members cannot do this from their interface. Once the system has emailed them an invoice, they dont have the option to change their membership levels and are stuck with the level reflected on their invoice. I am of the opinion that the admin should have the option to give the members the same power as the admin to update their own membership levels and update their invoices for payment.
    thanks
    Derek

    2 votes

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    1 comment  ·  Members  ·  Admin →
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  6. Dropdown with multiple choice functionality

    The ability to select more than one option from a drop down menu, would be a very useful feature. The alternative option available now, multiple choice field, can be an issue for long lists (eg, countries) and many multiple choice fields.

    This seems to be a common feature in other software and would be advantageous for Wild Apricot to add it.

    5 votes

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    1 comment  ·  Members  ·  Admin →
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  7. allow members to edit profile and include fees

    It would be useful to allow a Membership Field with an extra charge to be edited, or added, by a member within their profile, generating a new invoice for that charge. We use fields with extra charges to provide our members with a la carte optional add-ons to their membership on the registration form and would like to be able to easily offer those same add-ons to members after they have joined.

    5 votes

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    1 comment  ·  Members  ·  Admin →
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  8. Drop down menus for state and country fields

    Drop down menus for state fields (2 letter abbreviations) and countries (with U.S at top)

    11 votes

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    3 comments  ·  Members  ·  Admin →
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  9. Download all Member details/application form in an attractive pdf

    I would like WA to have a function, "print member application" or "print member details", which will load the relevant data in an attractive pdf format.

    7 votes

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    3 comments  ·  Members  ·  Admin →
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  10. Month end renewal date

    Our organization has all renewals due at the end of the month when a member joined. I see no option for setting this up. We have to hand alter each member's record-

    4 votes

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    4 comments  ·  Members  ·  Admin →
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  11. 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…

    13 votes

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    6 comments  ·  Members  ·  Admin →
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  12. Hide number of associated bundle members

    hide number of associated bundle members in directory listing

    Option to hide the number of bundle members - that is showing on the online member directory, in parenthesis after the bundle admin name.

    3 votes

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    1 comment  ·  Members  ·  Admin →
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  13. Custom fields with multiple parts and "add another" functionality

    Enhance custom fields on members and contacts to support tracking of complex, variable length data. For example, we need to track the name, gender, and birthday of our members children. To do this we have one field where they enter all the names and then 5 different date fields. This is awkward all around. We don't have the data connected accurately because it's stored separately. And then if a member only has 1 or 2 kids there are extra fields hanging around. The search displays and directory widget displays are limited to 3 fields per column so we the data…

    3 votes

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    0 comments  ·  Members  ·  Admin →
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  14. 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.

    6 votes

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    2 comments  ·  Members  ·  Admin →
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  15. 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.

    5 votes

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  16. 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

    12 votes

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    1 comment  ·  Members  ·  Admin →
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  17. Starting page at a lower level

    Personalize starting page at more granular level, below membership level

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  18. 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.

    13 votes

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    1 comment  ·  Members  ·  Admin →
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  19. 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.

    4 votes

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    1 comment  ·  Members  ·  Admin →
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  20. 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.

    6 votes

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    3 comments  ·  Members  ·  Admin →
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