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385 results found

  1. Add SQL "orderby" to advanced search

    Add "orderby" capability to advanced queries.

    I imported bundle members and botched the import. My bundle seconds came in as bundle admins. To round up the records to fix, it would be good to order the results set by email.

    1 vote

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  2. Allow Members To Set Personal Starting Page

    Right now, after login, I have the member profile set as the starting page. This would be a good place to allow members to choose where they'd like to land.

    2 votes

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    1 comment  ·  Members  ·  Admin →
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  3. searching notes for merged contact email address

    Once I find duplicates and Merge them together. It's great that it adds a note that the duplicate was merged however It would be nice if it recognized that email in the notes if I do a search for them.
    Because when I search (ALL) the archived don't even show up.

    1 vote

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    1 comment  ·  Members  ·  Admin →
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  4. Provide ability to set group join policy by each group

    I keep wanting to love Wild Apricot. But time after time I run into limitations that truly make no sense to me. I am glad that WA instituted some other way than Member Level to limit access to Restricted Pages. That was way too limiting. But the way Groups work to limit access is an all or nothing affair because of the way Group Participation works.

    Let's start off with an example of various groups you might have in a HOA: Board Member, Volunteer Group, Newsletter, Swim Team, Tennis, etc. Now let's say that you want a restricted page for…

    37 votes

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    26 comments  ·  Members  ·  Admin →
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  5. allow multiple vehicles per member

    As a car club we want to record what cars a member has. Many members have multiple cars. We can create multiple fields such as Car1, Car2 etc but how many? Car10?Car20?. A better solution is to build a relational database link between the member file and the car file with an "Add Car" button to add an extra row in the Car file linked to the Member ID. This is easy to do in MS Access but I can no similar functionality here. Yet just about every car club has the same problem.

    4 votes

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  6. Sort by Organisation

    Ability to sort members and event registrations by organisation.

    1 vote

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  7. Stop and Hold membership option

    Our company offers an option of putting memberships on Hold with a 30 day notice. Since there is no such option, I have to keep track of all our clients dates and change them manually. I have missed a few in the past because it is so hard to keep track of everyone and our clients were charged.

    1 vote

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  8. Select All in profile privacy

    Can we get a Select All button for the members profile privacy fields? it would be nice if members could quickly set all their privacy and then deselect the least ones.

    I would suggest having an option at the top of each column under the Anybody/Member/No Access Heading.
    I think it should be a Select All option that changes all the settings to Select All and then we can deselect the ones we dont wont.

    This would also make it easier for bulk changing a bunch of user privacy settings.
    It is really inconvenient for users to have to go…

    1 vote

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  9. Do not have default rnewal date be a year from current date

    Our renewal dates are Mar 1, Jul 1, Sep 1 and Dec 1 to distribute them across the year. We have to manually edit the renewal date for every new member because WA automatically defaults to one year after current date. Getting rid of this default will save us a lot of time.

    1 vote

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  10. Simplify Dropdown Items management

    Simplify the Items list when managing custom Dropdown field

    1 vote

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  11. Annual renewals due quarterly through the year

    Another option for membership renewal periods should be implemented.
    Under the Every 1 year option, there needs to be a choice for renewal dates occurring at quarterly intervals, in our case March 1, June 1, September 1 and December 1.

    It is an option for having everyone renew quarterly, but we have the renewals spread out across the year in this fashion so we don’t have 4,000 annual renewals pouring in at the same time.

    2 votes

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  12. Need to limit Group Participation field access by membership level

    When editing membership fields, we cannot set the membership levels that the "Groups" field applies to. We can edit any other membership field of type text, and we can say it applies to certain membership levels only, but not for the field that has groups. We have a new membership level that is for "Friends" of our organization, and they are not eligible to join groups. We don't want to mislead them. What to do?

    3 votes

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  13. Place an image behind all content of member card

    Allow to place an image as a water mark behind all other text\images

    2 votes

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  14. "Member since" and "Renewal due on" fields

    I hate the fact that the "member since" field and the "renewal due on" field are not automatically populated any more because frankly it just causes more work. I need to be able to edit other fields under membership, specifically whether or not the applicant is a state CAMFT member, whether her/his CAMFT/license numbers are correct, etc. PRIOR to approving his/her membership, not after. One can always edit the dates, should one choose to do so, so the fields being blank serves no purpose, other than making things more difficult and time-consuming.

    2 votes

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  15. Copy membership levels or copy settings to other levels

    Hi,

    As an admin, I would appreciate to be able to duplicate existing membership levels instead of starting from scratch. This will ease the work for example if you have 3 levels (child, adult, senior) which share absolutely all the same parameters except for the price.

    PS: I apoligize if this is already open, I just couldn't find it. I also apologize if this is possible, but I haven't yet found how.

    32 votes

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    18 comments  ·  Members  ·  Admin →
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    Updated title to reflect that it’s not just about levels copying – which is about adding new levels, but also about copying of (some) settings from one level to some or all others

  16. Allow admins to set display order on member summary

    Allow admins to set the display order of member levels on the summary screen. We have to designate member levels with numerical prefixes in order to get them to display in a logical order other than alphabetical. Same issue as was previously corrected on the new member application form and as requested for correction in change-membership-level form.

    1 vote

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  17. Option to override required fields

    Add override to allow account to be created without name or email. We are using the bundle and registered members as organizations rather than individuals. There are a number who do not have an email account and Wild Apricot does not allow us to create or update their record without these fields.

    1 vote

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  18. Connect wild apricot site to personify database

    My parent organization uses Personify as their database platform for their members. It would be great if I could link my Wild Apricot site to their Personify, now that Wild Apricot is owned by Personify, so that my records are always reconciled with my parent organization. The Chapters utilizing "Star Chapter" are able to do this, because Star Chapter is on Personify as well.

    2 votes

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  19. Adding name and address to Printable Membership Card file

    The new membership cards are great. I would like to have the ability to modify the printable PDF file. Similar to the way we can "customize default membership emails" I would like have the ability to add the name and address to the printable file, so the membership administrator could print and mail out the card in a window envelope. Currently we export a members information and merge it in a Word Document, many steps and cumbersome. All that would be necessary would be the name and address. See attached file highlighted in yellow

    3 votes

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  20. Prorating Membership Level Upgrades

    Copied from another discussion -

    Discount coupons discussed here are only for new member applications.

    What you are talking about is prorating the membership payment when members change their level - applying unused membership fee and/or reducing the new fee if new membership level is not for a full period. We are working on this - it would be great if you could start a new thread on the wishlist forum to explain how you would like to see it work.

    How our org would like it to work -

    Ex - level a - $35 annual fee and level…

    54 votes

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    28 comments  ·  Members  ·  Admin →
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    We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.

    As a first step, we suggest to redesign how level change is working and add prorating there:

    - Level would be changed immediately, as now

    - Remaining portion of old membership level payment will be applied to new level

    - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications:
    - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…

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