Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
3369 results found
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Member registering on behalf of another contact but not being an attendee themselves
We use Wild Apricot for the registration of training sessions, seminars and the like. There are many occasions that we have a person's assistant or secretary that will register their manager / team leader for a event on their behalf. The issue is that then the assistant/secretary is also registered for the event and this is not accurate and throws out our attendee numbers (for registration limits and catering, etc).
We are open to alternatives in achieving this - ie if a member could remove themselves from an event or (preferred) to be able to register a guest/contact/member without registering…
6 votes -
Simplify contacts and saved searches - easy rename or update searches, combine Contacts and Members tabs
would like option to rename: sometimes after you've done a search you realize that a different name would be better or you make a minor change to the query.
104 votes
Evgeny Zaritovskiy
responded
We’re looking into this request in much broader context – we want to simplify overall management of contacts, lists, saved searches. Saved search should be perceived as smart lists and provide quick access to various contact and member groups.
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Function to duplicate fields
This is a prime example see attached image. The primary registrant has the option to choose from these options. I want to be able to dupe the field and call it "additional registrant 1 fees", "additional registrant 2 fees", "additional registrant 3 fees" and so on. Because the additional registrant would have the ability to choose a different option other than "primary, add 1, add 2, or add 3". The list attached is long and spending the time to rekey this list for 4 additional registrants takes a long time (hind-sight drop-down). So by duping and renaming any of the…
3 votes -
Member Websites
I would like to see Wild Apricot offer member websites as an add-on option to association members.
The profiles are great and the ability to link to the members website is also good. But most members would appreciate having a website they could edit themselves instead of a static site they have to hire a webmaster to change.
Member websites could offer the same templates as association sites but minus the association functionality that we need.
5 votes -
Add ability to apply default email change to selected membership types
Current behavior:
Updating "Default" Emails is an all-or-nothing prospect. You can apply the updates to none of the existing membership types or all of them.Desired behavior:
Allow option to apply changes to multiple selected membership types (Most likely via checkbox selection.)Scenario:
I have five membership types, and I need to change the membership renewal email in three of those membership levels. As the system currently stands, I have to customize the email at each of the three membership level setup screens. It would be preferable to go to the "Default Emails" screen, make the needed changes, and have…5 votes -
Date/time stamping for member internal notes.
Hi, Good morning!
There are always multiple opportunities to create internal notes on a members account, following contact or interaction with a member - just as you might do with CRM and contact management software.
These notes relate directly to the members account, including contact and support provided to the member. It is extremely important to have an internal notes section that includes simple time-stamping, display and tracking abilities. The current implementation of lumping them all together into a memo field has been cumbersome and time-consuming to manage. The ability to keep and track effective notes is essential to any…
14 votes -
Separate billing contact for event registration
I suggest adding another email field in the contact profile for the Accounts Payable. Often the contact who is registering is not in billing and if the registrant does not pay by credit card then then the A/P staff does not know they owe money b/c the contact does not forward the confirmation invoice via email. This is especially cumbersome with multiple employees in one company.
7 votes -
More Renewal Emails
Love most of the functionality of Wild Apricot.
In reading many sources, a lot of which are provided by Wild Apricot, I note that organizations that have a renewal rate over 80% typically have a never-ending cycle of renewal messages that go out - they start 30 days after someone renews their membership.
I would like to be able to have more than the minimal number of membership renewal emails that are possible now - is it 3 or 4, I don't recall at this second. It would be really good to have 10 renewal emails available.
Thanks
17 votes -
Custom metadata for events pages
I run 3-4 events a week and autopost these to FaceBook using the events page RSS and Twitterfeed. It works a treat except that the posts contain the same blurb and a title which I'm not too happy about (you can see what I mean here: https://www.facebook.com/MySocialCircle )
Is it possible, to customise the title for the event details pages? It seems to read as "organisation name - event title" as the page title, and the blurb appears to come from the events calendar page description meta tag.
Is it possible to change the description metadata dynamically (to take details…
4 votes -
Using macros in a page content
Could you consider a feature by which administrators can add MACRO's to the members only pages similar to the features available to us in confirmation emails?
I remember reading somewhere in the help area (and I cannot find it now) where one can add "Welcome [[INSERT NAME HERE]]" to the members only home page but I remember the process being quite tedious.
When my members login, I like to have a simple message that says
Welcome [[name]]Your [[membership level]] expires on [[Renewal Due Date]]
43 votes -
Income Forecast Report
I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.
This will allow for better budgeting.
Maybe even a yearly graph so we can see which months we will not see much income from renewals.
This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.
Thanks
David
7 votes -
Admin login to user account
I've had numerous opportunities recently to resolve event registration and payment issues with clients.
I deal with non-member contacts and with members at a dozen different membership levels whose memberships are in various states of completion or default. I have to try to explain to them how to navigate the system without having any real clue as to what they are seeing. Every now and again someone supplies their password and I can log in as they do only to find a world very different from what I expected.
Can you please provide us with a way to see the…
10 votes -
Allowing a non-member to be the bundle admin
It would be very handy if a non-member could be assigned as the 'bundle admin' for a bundle membership. For example I have a law association that has individual and corporate levels.
Many of the corporate level members would prefer if invoices and communications were sent to a different contact rather then one of the members in the bundle (such as an admin or accounting person).
Very often, an admin staff member is tasked to keep the bundle members profiles up to date and coordinate the payment of dues. Again, my situation may be not be the norm as it…
10 votes -
Backup and Restore
Ability to restore records, posts and pages to some previous version.
Ability to role back unintentional changes is imperative.
12 votes -
Show Refunds with the Event
Currently, if you click on Finances, then Payments and Refunds, you can see refunds issued for a cancelled event registration (i.e., through PayPal). But, there is a also Payment and Refunds tab under the Financials of the actual event, which shows nothing (please see attached image). This is very confusing. Shouldn't my Refunds also show under the actual event? (Click Events, select event, click Financials, click Payments and Refunds tab?)
WA says they don't appear because, once you cancel the Registration, it deletes the invoice, so it has no data to find and show. WELL..... what if you didn't delete…
8 votes -
Managing Rejected Applicantions
My organization has certain criteria for membership. We are rejecting applicants that do not qualify. I would love to be able to:
* Setup automated rejection emails. The system currently does not support this, which means, for every applicant I reject, I need to manually send the rejection email.- Track rejected applications. It would be great if this is available on the dashboard and using Advanced Searched. I would like to be able to monitor the number of applicants from month to month, and how many of those turn into members and how many get rejected.
8 votes -
Limiting discount codes
In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).
Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that…
10 votes -
Validate e-mail addresses
Member registration does not validate emails. This is an extra concern for sites like ours where members can join for free. Anyone can make up an email address, or worse impersonate someone else. Once an email is used, it cannot be used by another person, even if the first person is not the owner of the address and the second person is.
Please consider adding an email validation check that sends an email and requires the applicant to use a code that was emailed (or click a link).
77 votes -
Multiple invoice templates
I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.
I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific…
125 votes -
Situations and scenarios for not using financial module
In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.
New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can…
6 votes
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