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 instead of just getting saved with the event record.

If you add this function, it would be a good idea to add a warning message as they page through the registration form to ask "You have made changes to a profile field, do you want those changes to update your profile?". Then given them a yes or no option. Yes means you allow the update to the profile, no means the change only gets stored with the event registration form as you do now.

Hopefully other will like this idea and encourage this to be added. I would anticipate that end users would think that an update made while registering for an event would carry back to their permanent contact file record, when in fact it is not. It would be a nice capability. We will see what other say.

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 Types

· Availability

o Selected Groups

§ Mentor/Trainer (New)

· Select Member

· Register

o Add to Member Achievement History with Status of Pending

o Add to Mentor/Trainer Approvals Section

· Achievement Confirmation

o On logon and after the Achievement End Date, prompt Mentor/Trainer to approve pending Achievements

§ Approve, update date and status to “Achieved” on Member Achievement History

§ Reject, update date and status to “Not Achieved” on Member Achievement History

o Logon Links

§ “View Approvals” underneath “View Profile” (only for Mentors/Trainers with Approve/Reject buttons)

§ “View Member Achievement History List” (only for Mentors/Trainers – see Members point below with the ability for Mentors/Trainers to “Save” their own searches, the list would be filtered to only those Achievements that they are a Mentor/Trainer for)

§ “View Achievements” (only for Member)

· Members

o Member Achievement History List

§ Allow same functionality as per Member List except Level will be Member Group as opposed to Membership Level

This would really round out what is already a functionally rich product. Most of the above are just extensions of existing objects, the only really new object is the Member Achievement History.

Regards,

Richard

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 very few, since we just started this year, sending the blast, then re-enabling the email).

It would be great if there were some way to define a subset of contacts for mailing.

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 seems to handle this is by generating an error on reimport. I now have to download the error file to see what the error is (since of course I don't know what caused the error -- as a separate request, I'd really like it if these errors were shown live on the webpage), make the fix or export yet another file, make my changes all over again, and re-import -- hoping that no further changes were made so that I don't have to go through the process yet again!

As a side note, the advanced search feature is fantastic! If bulk changes could be incorporated into that, I'd be very, very happy.

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 could be used for service and sales (fundraising) tracking and reporting, including the all important “tickler file”.




• Add Outlook integration: include a copy of Outlook (client) inbox and sent items in the communications history for each member, to provide a complete picture of correspondence.

I would appreciate input from others.

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 not truly resolve initial problem, so at some level it's not a real system improvement and we usually try to avoid such system changes.

On the other hand, we might miss something important and Numeric field type can really be useful and fulfill some of an organization necessities (please, do not mix Numeric type with dates and other field types - for dates we can clearly see scenarios). For example, to validate user input when your members apply for membership (but in this case what in particular the field is about?)

So can you please help us:

1) We need your reasons and examples of why your particular organization would benefit from having Numeric field - ideally, not as a workaround of a bigger problem.
2) Do you need to have ability to search on this numbers like "less" or "greater" or "between"?
3) Do you need integer type, decimal or both?
4) Do you need special validation rules for the field like "cannot be less than..." or "not greater than"?

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 NOT in ANY region, and so forth. The checkbox search is far more functional than the radio button search.

Thanks in advance for your help.

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 such:

Rating: 5/5 Star Rating (1 vote)

(Common field name: input by admin)

Is this possible at all???