Contacts Advanced Search by specific balance
There is a specific request for one additional field: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/31910419-advanced-search-field-needed-latest-registration. However, admins should be able to use any of the internal fields, and not just the UI fields, as advanced search criteria. In our case, we need to build mailing lists of members with specific open balances, but {ContactBalanceAmount} is not available in Advanced Search. Furthermore, it would be nice to distinguish between members with open credit (payment) balances, those with open debit (invoice) balances and those with open net balances. Presumably, {ContactBalanceAmount} shows the open net balance.
Roger Brooks
shared this idea
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Leslie G
commented
Very important, we are a boating club, so lots of events get cancelled for weather & many members can be carrying credit balances which need to reconcile to our accounting & credits used in a period need to reconcile to receipts
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Roger Brooks
commented
P.S. I forgot to mention that I am assuming that one could use type-appropriate criteria with these fields. For example, it would be useful to know which members have a balance due over a particular amount, or which members have made donations exceeding a particular amount.
