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  1. Add Boolean logic to Advanced Search

    It would be nice to be able to search the member database (or any database really) by specifying criteria such as:

    Renewal_Due on or after Sept. 16,2008

    AND

    (MembershipLevel = Gold OR MembershipLevel = Silver)

    Right now, I think, I can only choose to AND (i.e., Match ALL) all the criteria or OR (i.e., Match ANY) all the criteria -- no mixing AND's and OR's. This is okay for very simple reports with only two criteria, but often not what is needed for reports with more than 2 filter criteria.

    115 votes
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    60 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Simplify contacts and saved searches - easy rename or update searches, combine Contacts and Members tabs

    would like option to rename: sometimes after you've done a search you realize that a different name would be better or you make a minor change to the query.

    95 votes
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    28 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    We’re looking into this request in much broader context – we want to simplify overall management of contacts, lists, saved searches. Saved search should be perceived as smart lists and provide quick access to various contact and member groups.

  3. Database Fields Custom Validation - e.g. regular expression, IBAN Bank number, phone

    While I am pleased with the site overall, it's clear that it does lack some features that I consider essential, although not critical.

    One such feature is field validation of database records.

    Currently there is very limited field validation.

    I would request more robust import and user entry field validation capabilities to keep data clean. Without this capability, the database very quickly starts to contain garbage fields.

    For example, currently a user may enter their phone number in any format they choose, including completely invalid phone number entries. The same is true for zip code fields and others.

    88 votes
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    30 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Member Certifications / Achievements / Courses

    Hi,

    Great software – life just got easier ;-)

    If you’re looking for new things to add then my suggestion would be something for Achievements/Courses. Basically they would work a lot like events except they go against a “Member’s Achievement History” (new concept).

    So, some of the function points might be:

    · New Functional web page type with a Page Template of “Achievements Calendar”

    o Access to Selected Groups

    · Achievement Settings

    o Achievement E-mails

    § Email Event Triggers (Registration, Approval, Rejection – to Member and/or Mentor/Trainer, Achievement End Date – to Mentor/Trainer)

    · Achievements

    o Add Achievement

    § Registration…

    68 votes
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    14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Event Registration form to update contact profile

    I noticed that the contact fields automatically get loaded to event registration forms which is a nice feature and saves the user time when registering.

    I'd like to request that updates made to contact field information by individuals who are "recognized" users of WA be back loaded to their permanent contact record.

    For instance, if someone sees an error in their contact field information (like mailing address) while registering for an event and they update that field (like their mailing address or phone number) while registering for an event, I'd like that change updated to their permanent contact profile record…

    68 votes
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    37 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Notify admin if a member updates their profile - fields, notification or privacy prefs

    Have my website email or text me if a member updates his/her record.

    64 votes
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    33 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Change the default image size for picture fields and make it customizable

    I am using the Image Upload as part of my Registration Form. This image has a Max Size of 110 X 110 which appears very small, and there is no way to enlarge it. I encourage members to use the Photo Albums to upload additional images because these images in the Photo Albums do display a little larger. The main profile photo is what you see in the Member Directory and it is too small. It would be nice to have a click/mouse-over feature to make the image display a little larger. Thank You.

    64 votes
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    34 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Validate e-mail addresses

    Member registration does not validate emails. This is an extra concern for sites like ours where members can join for free. Anyone can make up an email address, or worse impersonate someone else. Once an email is used, it cannot be used by another person, even if the first person is not the owner of the address and the second person is.

    Please consider adding an email validation check that sends an email and requires the applicant to use a code that was emailed (or click a link).

    62 votes
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    43 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Condition-based display of fields for multi-level questions

    I would like to request creating a way to display a registration field based on a previous field selection.

    For example, If I have the question "Are you interested in learning about this committee?" If the answer is yes, I would like a second question to display. If the answer is no, I do not want the second question to display.

    I've been told this is not a current feature in Wild Apricot but think this would be very useful for membership, registration and donation forms.

    53 votes
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    26 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Batch update of contacts or members

    As an administrator I would find it really helpful to be able to make bulk changes online. Two reasons:


    1. Import/export is clumsy, and foces me to use Excel's interface, which I find quite awkward.


    2. There is no "lock" on the data while I am changing it. Members can change data while I am making changes to the exported file.
      To give an idea of the sort of problems #2 generates: if I do an export and a member comes along and changes his/her data while I am playing with the exported file, then there's a problem. The way that WA…

    52 votes
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    36 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Birthday Emails

    It would be nice if we could have a function where a system email went out to someone on their birthday. We could get that information from the member profile.

    51 votes
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    22 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow adding non-member contacts to Groups

    I just sent my first email blast to a group of contacts to follow up on a promotion, and found that there is not a way to assign a contact to a group. I just wanted to send an email to a very specific group of contacts (those that had attended a recent ski show, and entered our raffle). I thought I'd be able to assign them to a new group "ski show" so that I could send them a separate mailing. (What I ended up doing, was temporarily disabling mailing on other contacts, which thankfully right now we have…

    49 votes
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    21 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automate finding duplicate contact/member records

    Is it possible to have a "check for duplicates" button? The only way I've been able to find them is to manually scan the contact list one by one, transfer info, and archive and delete the dupe.

    43 votes
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    26 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Communications tracking (CRM)

    I am posting this suggestion based on email exchange with a client - so that we can get more feedback from others.

    Even though we don't normally refer to Wild Apricot as a CRM system, it has many things in common with CRM:


    • database of contacts


    • tracking of various transactions with each contact


    the suggestion is to take this further:


    • Add 'Communications tab' to track all communications/actions with each contact: contact date & contact type, follow-up date & type, a note, tracking of emails (opens, links) and links to related correspondence records (email blasts). Among other major benefits, the system…

    35 votes
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    26 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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…

    21 votes
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    19 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    This is on hold as of now. We analyzed and even prototyped a solution some time ago, but our priorities changed and now we’re focusing top-voted items – and this one has to wait its turn. But we will get back to it at some point, just cannot tell when yet.

  16. Change Checkboxes for fields with Radio choice in Advanced Search - e.g. Membership level or Status

    Hi guys,

    I love the advanced search feature, with one exception. The "Radio Buttons" field should be searchable like a checkbox field is. This is the search for a radio button field:

    Whereas the checkbox search looks like this:

    I think they should have essentially the same options. There are some questions that I do not want members to have the option to choose multiples of - for example region. They can only live in one region, so I do not want them choosing 3-4 regions.

    However, I'd like to be able to run a search for those who are…

    21 votes
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    12 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make lists accessible in full, not in groups of 50

    Can you please make the contact and member list available all on one page? It is extremely tedious to have to click between pages, especially because every time you look at one name and then go back to the list, it goes back to the beginning of the list, instead of to where you just were! I can't believe this is not a feature yet. Thank you

    20 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    This is not in our priorities for now, though I understand what you mean. For now, I can suggest using quick search function – just type several letter for name and it will show the contact.

  18. Enforcing 'terms and rules' field acceptance

    I would like to be able at member login to force members to agree to Terms and Rules if they have not already done so. Also, if Terms and Rules change, set the checkbox to unchecked so as to force all members to agree again.

    19 votes
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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Standardize Phone Number Display

    Convert numbers in a phone field to standard display. For example, when I type in 4257083456, it automatically gets converted to (425) 708-3456

    18 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow to make common fields readonly

    It would be very helpful to be able to add a common field which can be changed only by the administrator, but still be seen by non-members or members (depending on what options have been selected under common fields). This way a rating could be input by the administrator, without being accessable by the member, but still be viewable by anyone.

    For example the admin adds a new common field called 'Ratings' - Options set at 'for administrator access/input only' - Others access set at 'Anybody'- this would allow the administrator to manually add a rating to a member as…

    18 votes
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    15 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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