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96 results found

  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.

    146 votes

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    73 comments  ·  Contacts  ·  Admin →
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  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.

    104 votes

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    31 comments  ·  Contacts  ·  Admin →
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    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.

    100 votes

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    35 comments  ·  Contacts  ·  Admin →
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  4. 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.

    87 votes

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    36 comments  ·  Contacts  ·  Admin →
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  5. 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.

    85 votes

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    43 comments  ·  Contacts  ·  Admin →
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  6. Event Registration / Donation 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…

    82 votes

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    40 comments  ·  Contacts  ·  Admin →
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  7. 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…

    79 votes

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    14 comments  ·  Contacts  ·  Admin →
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  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).

    77 votes

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    46 comments  ·  Contacts  ·  Admin →
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  9. 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…

    75 votes

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    28 comments  ·  Contacts  ·  Admin →
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  10. 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.

    73 votes

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    38 comments  ·  Contacts  ·  Admin →
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  11. 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.

    70 votes

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    35 comments  ·  Contacts  ·  Admin →
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  12. 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…

    61 votes

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    37 comments  ·  Contacts  ·  Admin →
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  13. 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.

    59 votes

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    24 comments  ·  Contacts  ·  Admin →
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  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…

    49 votes

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    30 comments  ·  Contacts  ·  Admin →
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  15. Make strong passwords optional

    Our members are leaving since the new password requirements have become a pain. We are a club with mostly 65+ year old members (over 200) and it took 6 years to have them except using emails for club membership. They have arthritis, poor eye vision and have trouble remembering what they had for breakfast. I send out a monthly newsletter and now people are asking for help constantly. They cannot open the monthly news without being prompted for a new password and they don't know it or what a 12 digit with special characters means. We really need our old…

    44 votes

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    15 comments  ·  Contacts  ·  Admin →
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  16. 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

    43 votes

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    14 comments  ·  Contacts  ·  Admin →
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  17. 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.

    34 votes

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    12 comments  ·  Contacts  ·  Admin →
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  18. Age of member

    We would like an Age field calculated from the Date of Birth as we use Age of a member in competitions where there are groups for Age x and above, etc.

    This field could then be used for queries such as Age > n, etc.

    Also, a further enhancement, Age on date X. Where we have a closing date for entry to Events and we need to know the member's age on that date.

    Regards,

    Keith

    24 votes

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    12 comments  ·  Contacts  ·  Admin →
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  19. 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

    23 votes

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    2 comments  ·  Contacts  ·  Admin →
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    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.

  20. Shared Email addresses

    Since the system generates a unique identifier for each contact, why does WA insist on also using email as a unique ID? Many couples share an EMail address.
    You're better that this....

    22 votes

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    12 comments  ·  Contacts  ·  Admin →
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