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86 results found

  1. Allow negative day(s) offsets in Renewal Policy

    Our club needs to send out renewal invoices and reminders on or after the renewal date, not before. It would seem easy :) to implement this by allowing negative day(s) offsets in the Renewal Policy.

    We send renewal notices on the renewal date. The member remains in good standing for 60 days, after which they have a short grace period and then become lapsed.

    This could be entered on the Renewal Policy by sending the invoice 0 days before renewal date, following up with a reminder 30 days after the renewal date, and then sending the grace period notice 60…

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    This looks like an exceptional case and no one has commented on this for quite some time. I believe that as a workaround you can use “Renewal day email notice” email as a first reminder, then “Grace period email notice” sent after 30 days as a second reminder and then “Lapsed email” after 60 days to set status to Lapsed.
    Closing the suggestion.

  2. Membership Level "Other"

    We're in the process of migrating to Wild Apricot and trying to figure out how to handle "Other" membership levels.

    We have various pre-defined membership levels (e.g., Supporting, Sustaining, Legacy), which map to a particular $ amount. That's simple enough to setup in Wild Apricot.

    However, we also offer members the flexibility to contribute an amount of their choosing if one of the pre-defined levels isn't an optimum fit (some donate more, some less). Prior to Wild Apricot, our online membership form presented all Membership Levels as radio buttons, and the fieldset concluded with an "Other" checkbox, accompanied by a…

    2 votes

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  3. Membership drive incentive program

    I've been thinking for a while now that being able to reward members for signing up or referring other members would be SO great.

    A point system would be best, and when a certain amount of points is earned, they can trade them in for merchandise or credit toward renewal etc. But also just a straight automatic credit to their account would be ok too (for example, every application with their name or code they get $5 credit on their membership account).

    Is this anything that can be automated - name or code links to them and adds the preset…

    2 votes

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  4. Restrict membership to dues paying members only

    I would like to see an enhancement in the way membership forms are taken that will restrict the membership form from creating a profile if a member has submitted an application but has not yet paid their annual membership dues. The way the membership form is currently set up is that it allows a person to sign up for a membership, but does not force them to pay their dues in order to create a profile. Instead, an invoice is created and they have the option to pay or not pay. Paying dues should NOT be an option. Either they…

    4 votes

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    Archived  ·  Team Membership responded

    The request is no longer relevant.
    There is a setting in membership level “New applications” tab called “Payment has to be received in full before membership is activated”. If it is enabled, new members do not receive any special privileges, they are just regular contacts with pending invoice.

  5. Making It Easier To Create Bundle Relationships

    I would like to see a way to create the bundle relationships by being able to drag a "child" under a "parent" and then moving the child to the right which then creates the relationship. This shortens the whole process to a couple of seconds and allows for easy visualization of a list of members by showing the hierarchy with the "children" displayed as indented. This type of parent/child is in quickbooks customer accounts and other software that I use.

    2 votes

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    Archived  ·  Evgeny Zaritovskiy responded

    Sorry, there have been no activity here for long time and we’re not going to do anything here in the nearest time. Closing.

  6. New member password

    A very nice feature would be the ability to allow the administrator to designate the password for all new members. I find that when they join, they do not make a note of the generated password nor do they go right out and log in. Latter when they want to sign up for an event or look for information contained in the member only side of the site, they cannot get in because they don't know the password. I accept that we must be somewhat of a babysitter and that people will have problems. We communicate with them in newsletters…

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    Sorry, this is a security risk – you’re going to use a predefined password and members won’t change it, so there is a good chance that someone can use it and tamper with personal data. Also, there have been no activity here for quite a while.
    Closing.

  7. Information on membership Summary Page

    When we pay our insurance for our club it is based on the number of family bundles (multiplied by 2) plus individual members. The Membership Summary Page shows the total number of membership bundles, but it does not show the number of active membership bundles. Would it be possible to add this number in parentheses next to the active membership number like you have it next to the total number of family members.

    Stan Huie, Fredericksburg Cyclists, Account # 52510

    2 votes

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  8. Custom Reminder

    within my organisation people are required to have specific qualifications up to date to maintain membership. For example, they must have a level 2 first aid certification. However people get these at different times, and after a period people must renew the certification.

    The system in place for renewing membership looks great. it would be even better to be able to use this not just to renew membership. but to be set up to remind people when other things they need to update come along as well. having an option in the contact database to add a date and have…

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    Sorry, there have been no activity here for quite a while, I’m closing the suggestion.

  9. Event Data Available in Macro

    I would like to have a history of event registrations available in a macro. I created a template for our non renewals. I want to show the value of their membership and past activity with CCN. Right now I have to copy/paste their activity into the template.

    Here is an example:

    From: Christian Coaches Network [mailto:admin@scroll.christiancoaches.com admin@scroll.christiancoaches.com ]
    Subject: CCN Events and Renewal

    Marcie,

    Our system told us that your renewal is past due. I'm just checking to see if perhaps you had a technical glitch with our renewal process or maybe you have a question about your renewal.

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    In your scenario, you will have send such an email manually – as you do not know for sure if a member has had any events history. To do it properly, there should be conditional logic – like "if there are events, then send , otherwise " – and this is totally different ball game.
    Sorry, there have been no activity here for quite a while and I’m closing the suggestion.

  10. When level renewal policy is changed, apply the changes to all members of the level

    When a renewal date is changed for a membership, admins should have an option to update renewal date for all members inside that level.

    Currently, the new renewal policy is applied to new members only, while all existing members of the level keep their current renewal date.

    0 votes

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  11. Automatically post "Date Last Paid" for annual memberships

    Our memberships are annual. We have to send badge stickers via regular mail to people who renew their memberships. If we export financial information when they pay their invoices, there is no mailing address associated with the export.

    I had to add another field to the Contact field list that has to be manually updated when a member pays their annual dues. Then, I run an export that contains their address information which goes into an MS Word mail merge doc.

    It'd be nice to skip the manual step of updating a member's record with the "Date Last Paid" info.

    2 votes

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  12. Ability to send an e-mail to members when their status changes

    Would like the ability (a button, for instance, like on the invoice page) to send an e-mail to a member when his/her status changes, as from active to suspended, to explain the reason for the change, and to provide the member with next steps. The reason and steps would be provided by the person changing the status, of course, not WA.

    2 votes

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    Archived  ·  Evgeny Zaritovskiy responded

    when someone changes status, they then can click on Email button in the profile to send email with explanations.

  13. Automatically adjust join date to 1st of month

    I would like the option to have join dates automatically set to the 1st of the month; the simplest is the 1st of the current month; more fancy option is 1st of current month if joined in the first half of the month, else 1st of next month.

    Would also like for same logic to apply on renewals.

    Thanks,

    1 vote

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    Archived  ·  3 comments  ·  Members  ·  Admin →
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  14. Flexibility in Displaying Members throughout certain pages

    One of our big features that we enjoy currently (we're test driving Wild Apricot) is the ability to display (or call) certain fields (like name & Class Year) of our member list onto other pages dynamically. For example we can show the 'latest or updated members' based on their latest posting. We can further sort the data to show in groups, and very important for us - the ability to display names of alumni who have passed away. Our site has members from graduating classes back to the late 1950's to the present. Also noting by their name as they…

    2 votes

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  15. Automated Profile Picture Extraction

    It would be great to have an automated way of exporting all pictures, with file names identifying them ( by Member ID), into a single directory.

    This is to use these pictures for ID cards.

    At present each picture needs to be right-clicked, save-imaged, and given a file name

    1 vote

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  16. Manual payments of membership - confusing users.

    Since one of the recent updates the payment system was changed which has caused me a lot of problems. Many of my members are not pressing the "review and pay" button. They are printing out the page with that button on it and then they are never actually creating the invoice. If their payment makes it through the mail with the paper copy that is not a big deal, but if I never get their membership payment I have no way of knowing that they started a renewal.

    If there is a way to modify the UI to have a…

    3 votes

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    Archived  ·  Evgeny Zaritovskiy responded

    This is not relevant anymore, system works differently and buttons are called differently. I do not say that now it’s all clear and fine, but this particular suggestion is outdated. Closing.

  17. Limit number of members in a level

    We would like to suggest a feature that allows for membership to be automatically stopped at a certain number during membership renewals. For example, we can "cap" it at 25 of a certain type and it will stop accepting renewals or new members when that many have signed up.

    Thanks.

    4 votes

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    Archived  ·  Evgeny Zaritovskiy responded

    It’s unclear on reasons of doing this and there have been no answers for our questions for long time. Closing.

  18. Limitation on Number of Times You Can Renew at a Certain Level

    I would like to see a function that would allow us to limit how many times someone can renew at a certain membership level. For example, we have a student member rate and I would love to only allow them to renew at this level twice, forcing them to then renew at our professional rate the next time they renew. Since most students only take 2-3 years to become professionals in my field, this would prevent people from joining and renewing at a lower rate.

    1 vote

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  19. Adding links to member profile pictures [11684]

    We are looking at the possibility of adding QR codes to member profiles. This can be done very easily via the member picture option. It works just fine, I can create QR and insert codes to go to websites, pull up google location maps or send SMS messages.

    What would be nice is to do something if the site visitor mouse-clicks on the QR code rather than scans it. Simply being able to add a "normal link" to a URL or email address would be a great start and as this can be done anywhere else on the site, hopefully…

    1 vote

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  20. Gradual Content Delivery

    It would be great to have gradual content delivery whereby specific pages could become visible to members depending on their length of membership (ie: 30 days, 60 days, 90 days etc).

    1 vote

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