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387 results found

  1. 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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    0 comments  ·  Members  ·  Admin →
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  2. 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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  3. "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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    0 comments  ·  Members  ·  Admin →
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  4. Make only the bundled administrator count towards membership.

    Is there a way to make the bundled membership administrator the only one that "counts" as a member? When we, as a chamber, include even bundled members, it skews our numbers.

    8 votes

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    3 comments  ·  Members  ·  Admin →
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  5. 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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  6. List bundle admin and members in invoice

    LIST BUNDLE ADMIN AND MEMBERS ON INVOICE.

    6 votes

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  7. Move and resize cells on the membership card

    It would be nice if the membership card template worked like Powerpoint and I could add, delete, move, and resize the cells to fit my needs. We want to use the membership card as a nametag, which means I need a really large first name but I cannot get 48-point type to fit in any current field.

    17 votes

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    2 comments  ·  Members  ·  Admin →
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  8. Supplemental Yearly Charge for Life and Honorary Members

    Right now at no additional cost we allow members (yearly, honorary life, life members) to choose between printed paper or pdf for our quarterly newsletter and membership directory.

    It appears easy enough to set up an additional fee with yearly renewal membership, but we'd like to add this feature to life and honorary memberships where they'd receive a renewal notice for paper ($) or PDF (free).

    Is that possible? Any ideas for a work around

    1 vote

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    1 comment  ·  Members  ·  Admin →
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  9. 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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  10. print invoice by members

    Currently, When a member renews, the dialogue has a button to view/print the renewal invoice. When clicked, the screen shows some of the information contained on the invoice, but not an entire, formal invoice. Some of our members would like to generate a full formal invoice (with all the headings, terms, mailing information, etc. that is on the invoices that get generated in the WA invoicing module). Instead of presenting just the invoice information, how about using the invoice generator to generate a proper invoice for viewing and printing? Looks like functionality is already there.....
    Oh, and can we get…

    20 votes

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    3 comments  ·  Members  ·  Admin →
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  11. 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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  12. 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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    1 comment  ·  Members  ·  Admin →
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  13. 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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  14. Larger Membership Card Template

    Make a template that is 2x larger this allows printing more information and when cut out it can be folded to current size.

    12 votes

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    6 comments  ·  Members  ·  Admin →
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  15. 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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  16. 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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  17. 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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  18. Creating Pre-Defined Lists for field options

    We have a set of fields with about 320 items in a drop down list. It would be nice to create and edit the list of 320 items and then select it as a pre-defined list similar to states. There are changes each year to the items on this list and it's very time consuming to add/remove items from each of the 20 instances the list appears. It's actually quicker to delete the fields and re-add them.

    2 votes

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  19. Membership cards - ability to save more than one template

    The newly available Membership Card functionality is definitely and improvement. What would make it even better? Allow us to create multiple templates that could be filtered by Member Level, or Group Participation. Thanks.

    51 votes

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    8 comments  ·  Members  ·  Admin →
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  20. 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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