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38 results found

  1. Bulk import/uploads of file attachments, like member ID photos.

    I'm converting to Wild Apricot, and have over 700 members to add to the database. I can upload everything from a spreadsheet except their ID photos, which have to be uploaded one at a time using the GUI. I would like the ability to include a column in the upload data spreadsheet that can contain the URL paths to the photo for each member, and have the photos uploaded with the rest of the data. Yes, this will make the upload take much longer, but not nearly as long as manually loading over 700 pictures.

    43 votes

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  2. Importing: skip existing contacts

    Would be very nice to have an option to ignore existing contacts when importing, rather than allowing records to be updated. So that only unrecognised end up being created as new contacts. This is important when importing from lists where the quality of personal information data might not be as good as what already pre-exists in the database. (Esp for people who are members).

    18 votes

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  3. Export templates: save and reuse columns to export

    Allow several templates to be created in the Export registrants in each Event. You currently can either export all information (a button) of pick each thing that you want to export. To make the program easier for novices to use, we need the webmaster to create standard export templates/reports. Currently a set of instructions need to be given to new users on exactly which buttons to select to get the exact export report we need.

    We need somebody to select all the fields and then save/name the report for them to use. You already have a select all button just…

    17 votes

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  4. Just before importing, display example table of import data fields

    Display 5 or 6 examples lines of imported data, BEFORE actually importing. Reason: Somehow the phone numbers failed to import, even though I thought I'd checked everything carefully. Seeing a table of sample data for several records would have clearly shown me that the phone number column was empty.

    12 votes

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  5. Remove Auto Email when Exporting

    I would like an option to turn off the automatic email that comes when you download information (like financial transactions, event lists, etc. We make multiple small downloads a day and there is not a need for notification.

    12 votes

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  6. Add Certificate to Members files upon completing training

    Our members receive CEU's for attending our Annual Conference and workshops. It would be great if we could automatically add a copy of their certificate to their file storage after each event. ie. Certificate template along with confirmed attendance list creates file in each attendees account. I can easily use a mail merge to to create the certificates from the list of attendees but we have to manually add each certficate to the users account. Attendance at our annual conference is 350-400 which makes it impossible to do manually.

    11 votes

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  7. Export Images

    Ability to export uploaded images.

    10 votes

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  8. import groups

    Hello,

    We are experiencing some difficulty importing lists from lets say,
    Constant Contact to Wild Apricot. We have created "saved searches" and
    there are contacts who belong to several "groups" we have created in WA.

    However, when we are uploading a fresh list to a group from CC to WA, it will upload to that specific group AND wipe out all other groups the constituent belongs too.

    It's not a very intuitive process and I advise WA create a warning sign
    that pops up before importing "this import will override any group the
    contact belongs to, are you sure you…

    10 votes

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  9. Direct Export to Google Sheets for all data

    Export DIRECT to Google Sheets from WA.

    8 votes

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  10. Make automatic emails upon exporting data optional

    Make receiving an email when you do an export an option instead of automatic. I
    I never import and almost always save my report or print it before leaving WA. The emails are just junk to me.

    7 votes

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  11. 7 votes

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  12. Seperate Data and Time in Data Exports

    Add a separate database column for time. Date and time combined is a pain to sort in excel.

    Also allow for member levels and created on date to event registration reports to help for priority seating lists.

    7 votes

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  13. Please add member id field when we export email logs.

    Please add the option of choosing more identifying fields when we export from the email log. We need user id, first name, last name and possibly email address. Right now we only get last name, first name as an identifier.

    6 votes

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  14. Export Log, see who downloaded data

    Provide a log of Contacts and Members export activities. This data is highly valued and needs additional protection which would include a log and audit capabilities.

    5 votes

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  15. Export Invoice data to Access database or TXT files

    I would like a new Invoice Export to assist me to getting invoice data to access to print many invoices at one time via a report.

    The export format would be either an access database (or individual text files that could be easily imported as individual tables into an Access database). It would understood that a custom invoice would need to created in Access by the Exporter.

    The tables or individual files would mirror exactly what is returned when looking at the Macro button when editing Invoice Settings in Wild Apricot. The high level breakdown of the tables or individual…

    5 votes

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  16. Sort alphabetically by Last Name and then First Name (not ID) when exporting

    I have multiple contacts in my database with the same last name. As it stands now, when I export a list to excel, the default is that they are sorted by last name and then user ID (not first name) so my contacts do not end up in alphabetical order in the output (John Smith listed above Adam Smith, etc). I have to remember to sort them myself in Excel every time I export a list.

    5 votes

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  17. Order of exported columns

    Hi, it would be so wonderful to be able to specify the ORDER of columns in the export of contacts.

    4 votes

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  18. Exporting of credit card type

    It would be really great if there was a way to export the type of credit card used in the payment export. We balance our deposits into our bank account and American Express is deposited separate from all other bank cards. It would be great to export the payments from a certain time period, sort by credit card used and then calculate totals by card type so we can reconcile our bank statements. Currently it is a manual effort.

    4 votes

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  19. Export Blog Content

    My reading of this forum this morning leads me to believe there is no way of extracting blog posts from the Wild Apricot CMS. Is this true? Across the board, meaning even WA staff cannot export the content? Or, a support request to the WA technical staff can solve this issue?

    Thanks

    4 votes

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  20. Import of Legacy Subscriptions

    We must migrated to WA and the one thing I couldn't do which would be nice would be to import email subscription options from our old system. The import function didn't allow me to select the Subscription field even though it's a field that can be exported.

    This was my work around. I created groups that matched each of our subscription options and imported to them. I then created saved queries that included anyone subscribed to that option OR anyone in that group to continue sending to the same people. The problem is people who want to unsubscribe can't do…

    4 votes

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