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  1. Copy Address or other contact info

    For individual mailings, it would be helpful to be able to press a button and copy the current contact's basic details - name and address - to Word to make a letter/label.

    In some contact databases the control panel for the database allows for a mapping of fields, e.g. DATABASE.SALUTATION+" "+DATABASE.FNAME+" "+DATABASE.LNAME maps to CONTACTNAME and DATABASE.ADDRESS1+", "+DATABASE.ADDRESS2 maps to ADDRESS and similarly "DATABASE.CITY"+", "+DATABASE.PROVINCE+" "+DATABASE.POSTALCODE

    When needed, you press a combo of keys or press a button on the screen to copy the defined address to the clipboard and paste it wherever you want it to land.

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  2. 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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    1 comment  ·  Members  ·  Admin →
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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.

  3. Donations and payments for smaller organizations

    Some website hosting businesses have a feature of taking payments without signing up with a third party. They contract with a 3rd party that handles donations, then take their own cut of another couple of percent. The organization can then avoid the overhead costs by paying say 4 or 5 percent to the hosting company. The hosting company provides a single unified interface and take the 1 or 2 percent. That would work for us, particularly since we have to take donations and sells tickets manually.

    1 vote

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  4. Link member info to Webcheckout

    Can Wild Apricot send member information to webcheckout so members don't have to be entered into both systems. Webcheckout supports protocols listed here:

    http://www.onshore-devel.com/data-integration.html

    1 vote

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    Archived  ·  1 comment  ·  Integration  ·  Admin →
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  5. Quickly pre-register all members to an event for an easy attendance checkin

    Our association owns a beach which requires (400+) members to sign in at the gate. It would be highly useful it we could (pre)register all members at once. This would allow the gatekeeper to check in members using this great new WA feature and simultaneously create a nice log for our records.

    Another desired feature would be to create reoccuring events as we would need such a prepopulated event on a daily basis during our 10-week summer season.

    Thank you. You are doing great work.

    1 vote

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    1 comment  ·  Events  ·  Admin →
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    Archived  ·  Evgeny Zaritovskiy responded

    Our mobile app for admins is focused on checking in attendees and we consider this as a main tool to do so. I do not see us doing this particular suggestion. Closing.

  6. Matrix Questions As Field Type

    I am trying to add a matrix question to our website as a membership field. The question would be set up as follows.

    Column 1 header "Are you doing business here?"

    Column 2 header "Would you like to be doing business here?"

    Row 1 header "England"

    Row 2 header "France"

    The option would be to check all that apply.

    I know that matrix questions such as these are not currently recognized as field types. Regardless, if I build this question in HTML is it possible to have Wild Apricot recognize the answers to column 1 as one multiple choice question…

    1 vote

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    1 comment  ·  Contacts  ·  Admin →
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  7. 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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    0 comments  ·  Members  ·  Admin →
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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.

  8. 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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  9. Add user information in hidden input tags to each page

    Any page personalization or links to other sites with user identifiers as URL parameters is very complex because this info is only available on the user's profile page and has to be scraped from that page. This results in some very convoluted javascript with cross page dependencies. Also, whenever Wild Apricot changes the format of the profile page, the custom javascript will break.

    Can you please add input hidden tags with some key user profile values to every page:

    • UserID

    • UserName

    • UserEmailAddress

    like:

    <input type="hidden" id="UserID" name="UserID" value="12345678" />

    <input type="hidden" id="UserName" name="UserName" value="Joe User" />

    <input type="hidden" id="UserEmail" name="UserEmail"…

    1 vote

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  10. 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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    1 comment  ·  Members  ·  Admin →
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  11. check mark button

    I need to have a way to have a check mark button that can summarize and reflect all of the other check mark options. For example:

    • District 1
    • City 1
    • City 2
    • City 3

    I need a check mark for District 1 to, when clicked, will automatically check city 1, city 2, city 3.

    1 vote

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    1 comment  ·  Contacts  ·  Admin →
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  12. 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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    1 comment  ·  Members  ·  Admin →
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  13. clarify wording of event registration

    Some of our members are getting confused by a lot of things. One problem is that we integrated an existing database, so most of them don't have passwords yet. And we would actually prefer for people to fill in their details, as it gives us a chance to verify their info.

    Current wording (people are confused and think that they HAVE to log in):

    Member email match
    Email matched to a member record. You can login to fill out contact details automatically.

    Clearer wording:

    Member email match
    Email matched to a member record. To fill out contact details automatically, you…

    1 vote

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    1 comment  ·  Events  ·  Admin →
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  14. Remove event date from title tag RSS feed for events

    The xml tag for <title> in the calendar RSS feed includes the date, but we don't want the date to show-up in our public scrolling RSSInclude.com window (see hopeca.com). Is there any way to repress the date from being included in the <title> tag (there's already a <pubdate> tag that includes the date information.

    Seems like if you had an option in the event itself to display the date (or not) in the RSS feed, that would be good.

    Thanks for any help!

    1 vote

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    1 comment  ·  Events  ·  Admin →
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  15. More configurability for member-uploaded photos

    More control over what photos members can upload. For instance, perhaps by default, each member can upload up to 10 photos with a maximim size of 100k each. An administrator could give more access to particular members.

    Configure if each uploaded image must be approved by an approver or becomes visible immediately, configured by user.

    Ability for other members to flag and temporarily hide images that are inappropriate. An approver can see and delete or reenable photos as needed.

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    Not clear why admins would need this. Closing as there have been no activity for long time

  16. Separating our contacts resulting from cancelled event registrations

    Currently non-member, non-event, not-donor contacts, 'pure' contacts for short, are not separable from contacts resulting from cancelled event registration. I would like to see these two in separate catagories or at least a means for searching on each.

    My organization uses 'pure' contacts to list groups and organizations which are not members but are to receive free (hard-copy) newsletters. We do this because many members and associated clubs/organizations prefer hard-copy; for members this is handled as one of several member fields dealing with our newsletter.

    We would also like to know of these canceled event registrations so that we can…

    1 vote

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    1 comment  ·  Contacts  ·  Admin →
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    Archived  ·  Evgeny Zaritovskiy responded

    This is possible with using “At least one event registration status” advanced search criteria.

  17. Save fellow members as 'favourite'

    It would be really good to allow members to save each other as favourites, for ease of regular correspondence.

    not a major issue as if you make regular contact you can move to regular email but just being able to click and share quick messages, or forward events to people by clicking on a favourite would be very handy.

    Some feature that will allow that kind of 'share event with friend' feature would be handy also?

    1 vote

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    1 comment  ·  Contacts  ·  Admin →
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  18. Allow same 'edit in profile' for Contacts that are not members

    We want to have fields present on a Contact's profile that do not appear on every registration. We do not have a membership, and therefore no "members" (only contacts), so we cannot use the "Member can edit in profile" option.

    1 vote

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  19. Table type field

    A table type field would have the ability for a member to have a single field for say phone numbers where each row would have a phone column, a type column and a use sequence/preference column

    This would enable other users or administrators to contact the member at their preferred number

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    Sorry, it looks like we’re not going to do this in a way you proposed. As a workaround, you can create several phone fields (like “Main” and “Secondary”) and ask people to fill them in accordingly.

  20. Limited Multiple Choice for members

    It would be great if you could consider adding a limit option to the multiple choice feature.

    This feature would be great for members who would like to be listed in multiple categories under the directory. It would also be useful for members who service different areas or counties. With the limited number of selections they can make and organization would be able to charge an additional fee for them to add more catagories to their listing.

    Thanks for the opportunity to share!!

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    Sorry, but it looks we’re not going to do anything here for any reasonable amount of time in future. As a workaround, I would suggest to use fields with type of “Multiple choice with extra charge” and basically charge for every choice members make – and you can make them required to choose ( at least one). It’s not the same, but close enough to what you want to have.
    Closing.

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