Customized Report Layout for Contacts
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.
dm6414@gmail.com
shared this idea
