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  1. Admin settings - restrict ability to delete custom fields

    How can you set admins to be able to add/edit new contacts/members/events etc. But restrict them to delete or add new custom fields?

    It would be a high risk to allow it on the system.

    Regards
    G

    1 vote
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  2. Admin settings - restrict ability to delete custom fields

    How can you set admins to be able to add/edit new contacts/members/events etc. But restrict them to delete or add new custom fields?

    It would be a high risk to allow it on the system.

    Regards
    G

    1 vote
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  3. better read only administrator access control

    We need to give some Admins read only permission to our members data but also full Events admin access. In this case we would want them to maintain the 'write' access associated with the Events Admin but also have the additional Read Only components added with the 'RA' access.
    The selector does not allow this combination to be selected.
    This is a critical issue which is preventing some of our members from fulfilling their roles in our club. We do not want to solve it bu giving them full configuration access.

    The ability to separate core configuration access and read…

    1 vote
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  4. no repeated messages on phone hold

    I am on hold for support right now, and while I don't mind at all holding to receive help, I would prefer to hear recorded messages only once so that it is easier for me to do other tasks while I'm waiting. The repeated recorded messages make it hard for me to concentrate in a way that hold music does not. Thanks!

    1 vote
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    1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  5. aggregate billing discount

    I am on the board of an organization with multiple branches. I looked into the multi branch discounts you offer, but it is based on the total number of branches, not on the total number of members. Currently we have 4 branches, each with their own membership process, and are adding a 5th so we might get a slight advantage out of this. One of our branches will probably exceed 1,000 members this year for example. Under the current multi branch plan, you could have 10 branches with 20 members each that would get a significant benefit, while we could…

    1 vote
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    1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Update Financial section to work properly with Quickbooks & account for merchant fees or processing fees

    If you add the ability to select processing or merchant fee percentages in the admin area, then the actual dollars would document and export to quickbooks correctly. Right now, if anyone uses merchant accounts, the fees aren't noted and deducted in the system and makes the quickbooks export incorrect. In fact it makes the financials incorrect all together. It is an easy fix and hope you do it soon so that the feature can be used. What's the point of exporting incorrect data?

    5 votes
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    1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  7. Charge Canadian users in Canadian dollars

    Briefly: Charge Canadian users in Canadian dollars. The use of US $ causes "fiscal pain" with the fluctuations in exchange rates.
    Please consider.

    4 votes
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  8. Statements

    Please consider adding an option to send a statement as an attachment to an email within the customer's profile WITHOUT having to print. Also the ability to pay from the statement.

    1 vote
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  9. Email capability for read-only admins

    Allow limited admins send email. One of my many complaints: "It’s too much working signing in and out between membership admin and workshops admin just to do simple tasks like sending an email."

    4 votes
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow groups to be individually selected for admin or open

    Would like to see individual groups as admin only or individual can change. Currently can only select for admin on all groups or none.

    1 vote
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    1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  11. View as user options

    Requesting a change so we can press a button on a member account to see as they would see their account.

    4 votes
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    2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  12. Store visibility to read-only admins

    Please show the Store in the menu for admins with read-only access.

    3 votes
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  13. Two-stage verification before allowing account to be deleted

    A big problem (and our organization has had this happen in the past) is when someone in charge gets disgruntled and deletes the account and information. Is there a way to require at least a two-fold verification process before an account and all information can be deleted...where it takes more than one administrator to ok it or a secondary authorization from the CEO/President/Manager of the organization? I feel our information and our account is uncomfortably vulnerable otherwise the way things are now. There just has to be a better way to protect accounts and the information from accidental or vindictive…

    5 votes
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    2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  14. 6 votes
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    4 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  15. Establish tighter security for Administrators

    Contacts/members with full administrative authority in particular, and to an extent perhaps, others with lesser administrative authority should have a wall erected between being just a normal member and acting as an administrator.

    When I login as a member, I don't want to be in administrative mode. This mixes roles, and these roles must kept separate. When I want to go into administrator mode, WA must require me to explicitly request that role/mode (eg, a separate password, or some other mechanism).

    I've also noticed that WA does not automatically logoff users after a period of time. In particular, for those…

    5 votes
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  16. Audit trail for Website activity of Admins

    Have an audit log to track what Admins are deleting or changing on the website. Would be useful with unlimited Admins being allowed on the website. With more admins it would be easier to track what is happening with the website.

    12 votes
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  17. MORE CONTACTS

    MORE CONTACTS. We have had the Community Plan for several years and 500 contacts are NOT enough as we live off of email for membership and donations. The Professional plan with 2,000 contacts would be much better, however, $160/month is out of our budget. How about increasing the number of contacts for all plans - say about 500 more contacts for each of the lower paid plans.

    22 votes
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    5 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  18. Link between membership level and invoice

    I would like to see updates to membership levels linked to invoice updates. We made errors in intial input of membership levels for several members and when membership level was updated it did not automatically update the invoice.

    5 votes
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    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  19. Migrating site templates, colors/styles configuration, events, site pages between WA sites

    As a Wild Apricot partner we are tasked to do the following:

    - setup a new ** website and launch
    - migrate an existing ** website with new website designs

    This feature is particularly helpful when a customer is already on Wild Apricot, in production but would like to test some new website design features or redesign the website altogether.

    Currently our approach is to clone the production site with ** support, design on the clone and then move manually over to production. It would be really helpful if ** featured a way to export configuration options that can be…

    8 votes
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    2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
  20. Simplify Wild Apricot Account Setup

    Current situation
    When setting up an account for the first time it's difficult to understand what should be setup first, how things are connected and what triggers exist in the system (e.g. emails are sent to members)

    Desired situation
    Simplify account settings and create a clear tour through the system, that explains what must be setup and how various pieces are connected, without having to study help and or contact support.

    7 votes
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    Work in progress  ·  2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
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