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3365 results found

  1. Prevent members to change their first AND last names

    How to prevent members from changing their names (first and last name)? Through "Contacts" we can make the field admin access only to prevent the user from entering their own names. However, this will make the name fields internal fields that can only be seen or edited by an administrator. I prefer members to see their names. When they change their names without administrators' knowledge is a big No-No! Because we have a testing system with first and last names that must be matched.

    In addition, I had to set up "Current and Formerly Name (First AND Last Name)" manually…

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  2. Fix the accounting period linked to billing date

    Fix the accounting period for billing.
    Currently the system forces invoices to be produced days or weeks in advance of renewal dates to avoid issues with account status. For example for annual renewal due on January 1 and delinquent on January 31, the invoices should be generated and sent at least 30 days in advance. But the invoice date then is in December or November of the previous year, and the accounting will reflect the income in the wrong year!
    There are several ways to fix that, but please do. One way for example is to add an invoice due…

    3 votes

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    0 comments  ·  Finances  ·  Admin →
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  3. Updating AllowedValues in a dropdown contact field, erases any existing data for the contact field

    I've documented the issue pretty well on another community: https://community.make.com/t/using-the-wildapricot-update-contactfields-api-call-to-update-pick-list-erases-data/26286?u=alex.newpath

    I thought this may have been a Make issue, but I validated this in Postman:

    1. Using the /accounts/{accountId}/contactfields/{contactFieldId} endpoint, I assume that when updating a dropdown list I can ADD new picklist values to the existing picklist.
    2. In reality the AllowedValues array I sent in a PUT to this endpoint REPLACES the existing fields and reassigns the IDs and Values for any existing picklist item in the dropdown and assigns new IDs and new values for new picklist items added in the call.
    3. Any contact data that has used this…
    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. Send order status to PayPal

    PayPal is starting to get tough on users (sellers) which do not provide tracking information and/or order status - resulting in monthly limits on how much can be transferred out of PayPal without a 21 day hold being applied. Is there a way for Wild Apricot to send an "Order Completed" message to PayPal for payments - I think store purchases could be excluded. PayPal do not get the idea that a membership "order" is completed instantly.

    1 vote

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    0 comments  ·  Online payments  ·  Admin →
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  5. Insert link in photo caption

    Currently, there is no capability for inserting links into photo captions. Can you at least enable HTML snippet insert into photo captions so that we can do it ourselves?

    1 vote

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  6. Print and Email buttons on every site page and system page

    Put two action buttons on every page that
    -- Print a simplified version of the page with less clutter / header graphics
    -- Email the page and a link to various Saved Search groups

    This is automatically there in Joomla! and I suspect also in Wordpress

    2 votes

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  7. Confusing UI Elements .. White on White etc.

    My user community is consistently confused by certain non-standard UI choices
    -- white on white Action buttons that don't stand out ... btn-outline-primary btn-sm would be much easier to spot with say a light blue background
    -- Note that sometimes you do color buttons to make them clearer ... e.g. Apply on search terms
    -- it says Public View in Admin View. I realize it is a menu choice but my users see it as a title since is it separated from the menu bar. It would be much clearer if the top left explicitly said Admin View
    instead of…

    1 vote

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    0 comments  ·  Usability  ·  Admin →
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  8. QRF code for users to self check-in

    We are currently using the Wild Apricot Admin application to check members into events. I understand that users can scan into events using a QRF code from the user app. There should be a way that users can scan themselves into an event. For example, we should be able to create a QRF code that users can scan and be submitted into the attendance?

    2 votes

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    1 comment  ·  Events  ·  Admin →
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  9. Custom email preview text

    Custom email preview text. The email preview in notifications and inboxes under the heading is customizable in other email marketing services. In Wild Apricot, it just selects the first lines of text out of the email. Being able to select this text manually would make for more personable and function emailing.

    1 vote

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    0 comments  ·  Emails  ·  Admin →
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  10. Email Calendar

    a calendar that is a visual summary of all scheduled emails that are being generated by events automatically. This is so we can time the sending of other emails manually, as well as social media posts, to give our membership space without sending too many emails/messages on the same day.

    61 votes

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    16 comments  ·  Emails  ·  Admin →
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  11. Allow members to do an Advanced Search of the Directory using more than one term in a search field.

    Allow members to do an Advanced Search of the Directory using more than one term in a search field (or using the same field more than once. As an Admin I can search for multiple terms (e.g. "1972" and "Cutlass") by adding a second instance of a field. I would like our members to be able to do the same type of search in the directory.

    2 votes

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    1 comment  ·  Usability  ·  Admin →
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  12. Allow the creation of signature blocks for use with all email templates (membership, event and manual)

    Similar to any email interface, allow the creation of signature blocks for use in all email templates (membership, event, and manual). Existing organization macros do not contain all information that may be contained in a signature, i.e. company address, phone number. In our organization, emails mail be signed by the one of the Board members, committee chairs or committees, but come from the same organization email address.

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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  13. Be able to override the default email that Store emails are sent to.

    Emails can only be sent to the member login email. For those trying to order Christmas or birthday presents, it is no longer a surprise. Should be able to enter a different email for confirmations, etc.

    3 votes

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  14. Properly show discounts in invoices

    Being able to add a line on an invoice with negative value to show manually applied discounts.

    4 votes

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    0 comments  ·  Finances  ·  Admin →
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  15. Bulk update membership level emails

    Being able to choose which levels to update with renewal reminder notices - instead of ALL or just the default. We have several membership levels, to which we want to send the same reminder notices for some and differently worded notices for others. Having to update each reminder for each level is extremely time consuming!

    4 votes

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  16. Email History with Percent Emails Opened

    We are in need of knowing who doesn’t open emails in order to update/clean our contact list.
    It would be beneficial to be able to search by percentages opened in the last year.
    The option less than or greater than, with being able to add the percentage would be helpful.

    8 votes

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    1 comment  ·  Contacts  ·  Admin →
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  17. Barcode on Membership Cards

    Barcodes on Membership Cards - I would like to see barcodes added to the membership cards so we can verify 1) they are a member; 2) their membership is current; 3) how many people are covered under their membership so we can charge for additional guests. So the barcode would be used to pull up a particular member in WA in real-time at check-in. Does this already exist? And if so, how do we activate it?

    4 votes

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  18. Ability to send e-mails to address from Event Registration

    When attendees register for an event, sometimes they would like to have a confirmation e-mail sent to a secondary e-mail address (spouse, family member, etc.) — NOT some attached to their Member account on WildApricot. Currently, this is not possible.

    4 votes

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    0 comments  ·  Events  ·  Admin →
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  19. Discounts for recurring membership

    We would like to be able to offer discount codes to both new members and renewing members, and just found out we can't do that with recurring memberships, which is extremely limiting as that is the only level we offer. I also think that the restrictions should be posted on the page where you create the discount codes as I set one up and let some people know about it before discovering we can't actually use it.

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  20. Automatic Event Reminders

    Allow reminders to be sent only to confirmed registrants who have paid. When people register but don't pay, they should not be considered registrants.

    7 votes

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    1 comment  ·  Admin →
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