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14 results found

  1. Advanced search of non-members

    Hi I'd like to be able to do an advanced search on non-members. I'd like to be able to look for those non-members whose emails are bouncing so I can delete them off our contacts database (and free up some space).

    1 vote

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    Resolved  ·  1 comment  ·  Contacts  ·  Admin →
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  2. Merge Contacts

    I need to find and merge duplicate contacts. Is it possible to do this?

    1 vote

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    Resolved  ·  0 comments  ·  Contacts  ·  Admin →
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  3. let bundle admins add existing contacts to their bundle

    We have a problem with bundle admins creating duplicate contacts because there isn't a way for them to add an existing contact to their bundle or even know the duplicate exists. Then we have to fix the mistake on the back end.

    9 votes

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    2 comments  ·  Contacts  ·  Admin →
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  4. List contacts that are not members

    I want to see the "contacts" that are not "Members". Do We have to have a field in "Members" which is for "Non-Members" in order to be able to search for this category?

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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    Resolved  ·  Evgeny Zaritovskiy responded

    Add “Contact properties” search criteria, choose “none of selected” and then check “Member”. This will return all contacts that are not currently members.

  5. Set default Contact and Member settings for fields

    It would be helpful to be able to select default options for visibility in contact and member fields.

    6 votes

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    0 comments  ·  Contacts  ·  Admin →
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  6. Find members with Auto-recurring payments

    Because WA does not handle batch paper invoices, I have to create a mail merge document. Problem is that I do not want to paper invoice anyone that is set up on recurring payments. Any options for getting a report of those that are set up on auto-recurring payments?

    9 votes

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    6 comments  ·  Contacts  ·  Admin →
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    Resolved  ·  Team Membership responded

    Released in version 5.12: help.wildapricot.com/display/DOC/Release+5.12

    A new search criteria has been added allowing you to search for members with recurring payment profiles.

    Astra crew @ Wild Apricot

  7. Sort Order of Exported Contact or Member List

    Suggest the default sort order of exported lists be by last name rather than first name. First name sort order is not particularly useful because there are far more duplicate first names than last names in any such list.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  8. Member search from homepage or any other page

    Hi there.

    Per Evgeny's suggestion on another thread at http://forums.wildapricot.com/forums/308920-archive/suggestions/8835598-enhanced-advanced-and-simple-search-with-geo-searc , I'm submitting this as a separate feature request:

    We'd love to be able to integrate a simple member search on the homepage. Preferably, if as a gadget, not as a "singular" one so as to be able to offer other important gadgets such as latest blog posts or a signup/donation form on the same page.

    I've basically been compiling our member testers' evaluation feedback, and all of them confirm that the most important features to them are the ones that help drive the public to the member websites. So…

    2 votes

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    2 comments  ·  Contacts  ·  Admin →
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  9. Numeric field type

    We had an old discussion about adding new type for a custom field - numbers:
    http://forums.wildapricot.com/forums/308920-archive/suggestions/8834458-create-numeric-fields-7304

    When we started our analysis work on this problem, we realized that we have no clear vision of what is underlying problem that our clients want to resolve with this new field type.

    Most comments were about export into Excel, so it can properly recognize numbers. But from our point of view, export itself is a workaround to another problem - something is missing in Wild Apricot functionality and you try to substitute it with export. This means that adding new field type will…

    38 votes

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    31 comments  ·  Contacts  ·  Admin →
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    From version 8.2 the Numeric field type and Numeric extra charge field type are available on Contact, Membership and Event forms. 

    With a new version of API (2.3) we also added the proper recognition of these fields. 


    You can find detailed information in our help site: https://gethelp.wildapricot.com/en/articles/1959-numeric-field-types


    Please, continue to share your feedback with us. Thanks for your support! 

  10. Disabling password email

    In release 4.3 back on 14 December 2011 we have introduced a number of quite serious changes into system behaviour.

    One of the change was ability for any contact to log in into the system - this was required to support new payment workflow with invoices. (Before the release only members were able to log in). Part of the change is that password is not not entered now (even for membership applications), it's automatically generated and sent by special password email (Settings / Password email). Automatically means certain situation - mostly when new contact is created in the contact database…

    16 votes

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    17 comments  ·  Contacts  ·  Admin →
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  11. Making it easier to go through a list of contacts/members

    I am hoping that you can change the contact list to be one page or at least to handle up to 150 on one page. Every time I need to go through the lists I have to go back and forth many times to get back.

    Also, I would like to set the back feature so that when you click into a contact on anything other than the first page of contacts, it goes back to the page you were on.

    2 votes

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    4 comments  ·  Contacts  ·  Admin →
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  12. Create contacts for guest registrations

    Currently:

    You can set up your events so that a registrant can also indicate if they are bringing guests and enter information about them for your event records

    Suggestion:

    You may want to leverage the guests information in areas outside of the event. In this case, you would want guests become full contacts, which does not happen the way the system currently operates.

    There are a few things we'd like to get your feedback on with this feature:
    * Would you want guests from all events to become contacts automatically, or would you like to have that feature set up…

    22 votes

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    29 comments  ·  Contacts  ·  Admin →
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  13. Allow admin to lock privacy settings on certain fields

    I have been fooling around with this option and reading up on it and don't think I can accomplish what I want. But let me run it by you gurus first.

    I pay for our WA site and thus users are guests in my "house" and participate at my will and by my rules. Therefore I do not want people to be able to do things anonymously on the site. For example, I don't want people to be able to turn off public access to their name and therefore their Discussion Forum posts show up as "name is hidden". Sure,…

    1 vote

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    24 comments  ·  Contacts  ·  Admin →
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  14. Bulk archive or delete contacts and members

    I have recently shifted my membership from from a Bundled level to an Individual level. I have no members left in the bundled level and I'd like to delete the level but cannot do so - I think because there are some old lapsed members from the bundled level in the archive. I'd love to be able to set the Archive column to "delete" and re-import and have them go away.

    Also, I need to send a blast email to 2,500 non-members to notify them of an upcoming event. I would love to be able to import the list, send…

    0 votes

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    33 comments  ·  Contacts  ·  Admin →
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