provide the custom result layout feature for event and regular contact searches in addition to member related searches.
Members and Non-Members of our club register for outdoor trips and events. We need a printable list for the trip leader to carry when away from electronic devices which has custom registrant details from their profiles - like phone numbers. The available reports and layout for Registrants do not provide this option. The reply from support contained this: "Unfortunately, you can only apply custom result layout to member-related searches. This feature is not available for event and regular contact searches."
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dm6414@gmail.com
commented
I would like to be able to have customized report layout options for Contact searches similar to the options available for member searches. I would like to be able to customize the layout of the information displayed for Saved Contact Searches so I can make an address field show up as one of the data fields that is visible on the first list of results.
Our usage case is that we have a lake association with 700 possible members who are all entered into our system as contacts, about half of them are currently members. We have segmented the properties around the lake into 18 districts and each district has Directors who are tasked with turning Contacts into Members. In the past, we sent them Excel spreadsheets with a list of all of the people in their district and whether they are current members or not. I thought Wild Apricot would allow us to stop needing to generate reports for them and they could look up the information on their own. Unfortunately, since we are unable to customize the layout of the contact search it looks like we still are going to have to create Excel reports or ask them to create Excel reports because to make the data useful to them I need a field we created called "Lake Address" to show up on the list of search results. Some of our districts have 70 contacts in them and the Directors do not know everyone in them but if "Lake Address" was a field that showed up on the list they could just use their phones and go door to door working down their list. I would like to either be able to add columns to the current columns that show up like "Membership", "Events", "Donations", and "Balance" or be able to specify the information that shows up underneath their names. Currently it shows their email address and Contact ID number. I would like to be able to substitute my field "Lake Address" with Contact ID number.
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Eric Brinsfield
commented
Enabled use of Contacts the same way we can use Members information. Let the web admin decide if a web page can display contact info. Saved searches using Contacts should be displayable in a web page. Also want to be able to list event registrants through a report that can be displayed on a page. We pay by the Contact, so we should get full functionality for Contacts. Not just members.
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Irene Winterburn
commented
I'm surprised that you offer layout changes for members search results, but not for contacts. Seems like an easy fix - if you can do it for members, you should be able to do it for contacts. Can we get this feature added sooner than later?