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3365 results found

  1. Improve void invoice workflow

    When voiding an invoice, it would be good to be able to enter a reason, that would be put in the internal notes. as to why this action is being taken.

    At the moment one has to edit the invoice, add the reason, save the invoice and then void it. Clunky work-flow!

    32 votes

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    1 comment  ·  Finances  ·  Admin →
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  2. formatting for marketing

    improving the formatting in creating descriptions for events

    3 votes

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    0 comments  ·  Events  ·  Admin →
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  3. Saved contact or member search in email log

    After an email is sent, it is impossible to determine which saved search was used – perhaps the search used should be recorded somewhere so that it can be used again and you don’t have to spend time guessing.

    3 votes

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    1 comment  ·  Emails  ·  Admin →
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  4. I would like to list a Tumblr page with my other social media icons in the social media gadget. Can I do this?

    We have an organizational tumblr page, but cannot list is in our social media gadget. Could it be added?

    2 votes

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    1 comment  ·  Gadgets  ·  Admin →
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  5. A place to add meeting minutes

    A To Do list for the Board to contribute to

    18 votes

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  6. event sponsor

    Every association I know of solicits sponsorships for their events. Adding this feature seems like a "must do" item to me.
    Thank you!

    48 votes

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    4 comments  ·  Events  ·  Admin →
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  7. Back date renewal date to date of lapse when renewing

    Right now, when a membership expires and is renewed past the expiration date, the renewal date is set from the date the member renews, (rather than the date the membership expired).

    We would appreciate the following option: If a membership lapses the next renewal date is set to one period from the date the membership lapsed. (not the date that the membership is reactivated)

    (The following example was copied from another thread on charging a late fee for past due memberships and represents our situation)

    "In our case what happens at the moment is that some people wait until after…

    29 votes

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    6 comments  ·  Members  ·  Admin →
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  8. Enable blog to open in new window

    Allowing "Blog" to be viewed in a new window or tab, separate from the website, so that individuals can explore blog more easily.

    7 votes

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    0 comments  ·  Blogs  ·  Admin →
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  9. Event systems pages

    Please consider adding the functionality of additional event details and event registration systems pages. We run events that require completely different logos and branding from all of our other events; it would be beneficial to be able to create separate pages for these.

    4 votes

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  10. Change Event Details Contact from Org Contact to Event Organizer

    Currently, when a member views an existing registration, they see a link "To change or cancel, contact administrator." The link emails the default Organization contact, usually the webmaster.

    It makes more sense to have that link email the Event organizer.

    The Organization contact isn't likely to be involved in every event, particularly in a large organization. So in addition to all his/her other jobs, he now has to handle every request for a reservation change for every event, even if only to forward it to an administrator.

    It makes more sense to have the Event organizer receive the requests for…

    13 votes

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    3 comments  ·  Events  ·  Admin →
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  11. Add purchase order numbers to invoices

    Hello,
    We are seeing more of our members introduce a procurement process which involves the use of purchase order numbers that need to be referenced on our invoices to facilitate payment. Is this something that Wild Apricot is aware of and do you have any plans to update the platform to enable purchase orders to be added to invoices once they have been received?

    Within that many of these systems require invoices to be emailed to an "accountspayable" email address as an attachment. At the moment the only way we can send an invoice as an attachment is to copy…

    13 votes

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    3 comments  ·  Finances  ·  Admin →
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  12. sending emails to saved drafts

    In a previous version of WA, we were able to select a membership level or group we wanted to send an email to, and then choose a saved email draft. Now we are directed to use the templates or create a new email, but can't use a draft currently saved. It would be nice if we could get the function back to choose a saved email draft for an eblast.
    Thanks!
    CM

    25 votes

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    3 comments  ·  Emails  ·  Admin →
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  13. Robust Directory styling

    More Robust Directory listing Options ie images, sizes Font & Styles etc and or HTML

    22 votes

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  14. Expose waitlist on calendar details when a member is logged in

    Please expose the wait-list in the event details reached from the calendar when a member is logged in -- just like how a logged-in member can tell who is actually registered for the trip by clicking on the "X registrants" link (e.g. please add an "Y wait-listed registrants" link)

    Why: I have 50+ event organizers and three Event Administrators in Wild Apricot. My organizers (and event participants) would like to know who is signed up and who is on the wait list. But you can only see an event's waitlist in the Event Administrator's Admin view. And my Event Administrators…

    3 votes

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    0 comments  ·  Events  ·  Admin →
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  15. account billing history

    Allow WA account administrators to access their payment/billing history online without having to submit a helpdesk request.

    16 votes

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    Account billing history is part of new billing system. It is already available for some of the accounts and  will be available for everyone once we finish migration of all customers  to new billing system.

    Special note, that full payment history will be available after migration to new billing and onwards. For previous periods you will still need to reach our billing support

  16. Automatically generated flyer for events

    The idea is that a visitor can press a button to automatically generate a flyer saved as .pdf of the event. The flyer can then pop up on the screen to be saved or printed and/or it can be emailed to the visitor.

    10 votes

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    2 comments  ·  Events  ·  Admin →
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  17. Donation Confirmation emails

    I have some donations coming in that are paid by check. I have figured out how to manually record them in the Donations and can send a donation receipt, but cannot figure out how to send the Donation confirmation email (Thank you letter) manually and get the macros to populate. It would be nice to be able to acknowledge manual donations without going through a lot of manual steps. Has anyone come up with a quick way to do this?

    18 votes

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  18. 2 votes

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    1 comment  ·  Admin →
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  19. Choosing a date on Membership Form is Difficult

    I am not sure what the date format is supposed to be (would be helpful if that was a tool tip). If you start typing a standard format such as 11.25.74 or 11/25/74 it states the date format is invalid.

    If you use the calendar to select the date, it starts at December 2016 and takes considerable time to scroll to the correct month. It is also hard to use on an Ipad or tablet.

    My suggestion would be to allow a more standard date for people to enter and give an example of what is expected so they are…

    3 votes

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    0 comments  ·  Usability  ·  Admin →
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  20. Event notes to link to member directory.

    Within each of our 26 events per year, we have sponsors. We list the sponsors in the event details box. What would be great is to link the sponsors to their page in the directory. Even though the sponsors are at the company level and members are at the person level; it could be done by linking the company listed to the bundle administrator for that company. That way, members who want to say thank-you to their sponsors and maybe don't know them yet, can seek them out by picture (from the directory) or name, etc.

    2 votes

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    1 comment  ·  Events  ·  Admin →
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