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388 results found

  1. Eliminate archived bundle members in macro

    Right now archived bundle members are included in the bundle member macro. This is confusing to our members, who want us to remove people who are no longer employed there. However, we would prefer to leave them archived, rather than delete them (and their history.) Can you eliminate including the archived members in that macro? Or at least make it an option?

    2 votes

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  2. archived group members

    We would like to see any 'group member' that has been archived (shown in grey) so we can ask that member to return to the group.
    For instance, high school graduates from 2015. John Doe has not renewed his membership and was archived. His name would currently drop off the '2015 graduates' group list and not be shown. It would be much easier to relocate the missing members if we knew where they belonged and that they were in archives. This is similar to how a bundled member shows up if they've been archived (grey in color).

    2 votes

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  3. Indicate use of custom member renewal reminder email

    An indicator of the existence of a custom member renewal reminder email in the Membership Level Details > Renewal policy tab > Renewal reminders and actions section. See mockup.

    This would help when updating emails.

    2 votes

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  4. I wish that database fields could be made "required" but only for certain membership types.

    For example, we have a field named "Company Name" and I would like to make that a "required" field for members applying for one of our 'company' membership levels. However, we don't want it to also be "required" on our "student" or "individual" membership levels.

    2 votes

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  5. Add Field/Macro Showing Last Renewal Date

    Feature request: currently, the date on which a member paid for their membership is shown in system generated "Internal Use" notes in the members Contact Details page. I think it would very useful to have a dedicated field that can be used as a macro indicating the payment date the last renewal was made so such info could be merged into emails.

    2 votes

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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. "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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  12. 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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  13. Starting page at a lower level

    Personalize starting page at more granular level, below membership level

    2 votes

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  14. 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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  15. Member access option in membership fields

    Could you add an extra "Member Acces" option in member fields? We like have the following options:

    Member Access
    -Edit
    -in own profile
    -in level change
    -in application

    Thanks

    2 votes

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  16. Allow Multiple Organization identification per member

    We identify and bill membership by business or organization type and often our members are part of two or more organizations. I'd like to be able to add them to multiple bundles for tracking purposes. The only way I can do this now is by duplicating their name and setting up multiple contacts (emails) for the same person. It would be cleaner to have this all under one entry.

    2 votes

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  17. Club can over-ride Wild Apricots prorated mbr dues.

    Let the organization set the club dues deductions for prorating by even dollars. Like setting $10 a month deduction. Ex. Dues in January be at $175; then deduct $10/mo or $165 for February; then deduct $20/mo or $155 for March, etc. Wild Apricot would calculate the amt of dues to reflect the previous explanation. Karen

    2 votes

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  18. Renewing lapsed members who want to catch up overdue time

    Ability to renew for multiple periods. Often members lapse then want to catch up. The system is set for a 1 year period but it would be great to be able to renew for say two years bringing the member up to current.
    At the moment we have to fiddle with the due date if lapsed for over a year and it's really rather clunky!
    This would be another work-flow improvement.

    2 votes

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  19. Facilitate Levels with end dates for organisations which have a closed season

    Sports seasons often run for part of the calendar year e.g. soccer in the UK runs from September to April with a closed period from May to August. At present monthly recurring payment plan levels can be set up with a start date ok but have no facility for setting an end date. Ok this can be got around with a manual export of membership data in April, modification of the file, and reimporting to stop the payments, but this could create some member confusion. The ability to input a stop date at the time of creation of a monthly…

    2 votes

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  20. Ability to pass directory page search criteria via URL

    It would be great to be able to pass a search criteria to the member directory page.

    Here is a scenario I currently have that would greatly benefit from this: I currently have a list of states listed a page. I would like to be able to link these to a listing of all members in that state. Currently this has to be done by creating 50 saved searches and 50 directory pages. The ability to simply prepopulate search fields would be very useful in this and other situations.

    2 votes

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