Notify admin if a member updates their profile - fields, notification or privacy prefs
Have my website email or text me if a member updates his/her record.
Pretty easy if you do not mind using Integromat.
Set up a web hook in Integromat that is linked to your WA account (covered in various documentation).
Configure that for which WA fields you want to receive if any contact is changed. You will get a copy of the new data at that time, so obviously before starting, you will need a snapshot of all current data.
Easiest way to get the snapshot is to just export the relevant contact/member records to a spreadsheet.
Would of course suggest that you copy this spreadsheet to a Google sheet.
Then whenever a change is made to the WA record - your webhook is triggered and the associated Integromat scenario is triggered.
Would suggest that in this scenario, you do all (or just a few if you prefer) of the following.
Write the changed data to the Google sheet and send someone (as many people as you like) a notification that the record has been changed. Optionally include the details of certain fields.
Now you can look at the Google sheet and if you sort the data by Contact ID and date - then you will see all updates for each contact in date sequence and can decide if any (such as the address in this case) need to be corrected.
Personally I would think that seen as that member paid for something through PayPal (maybe membership) and gave home address as credit card billing address, that when PayPal confirmed back to WA that the funds had been received, that the billing address was also passed and WA so kindly updated that for you.
In my mind I would consider that to be a defect, but good luck convincing WA of that. Probably more likely to be working as designed, but just badly designed. It should be a user (administrator) defined option as to whether any payment processing system (PayPal, Stripe, WA Payments or anything else can update contact data of not other than the fact that a payment related to that contact was received and for which invoice.
If you would like any assistance in implementing this - feel free to contact me.
Susan Porter commented
PayPal is changing some members address info. I keep addresses in USPS format and it's not only frustrating but a real problem. One member had her club Bulletin sent to her home and she always has it go to her PO Box. This happened because PayPal changed her entire address just before I sent the mailing list to the printer. There are a number of other reasons this is important but you get the idea. Can this be stopped?
Chris Alcott commented
There should be an option on the contact and membership fields: alert administrator if changed
We use the membership and contact record to gather certain information (mailing address, email address, interest to sell their membership, etc). It would be useful to know when certain fields are changed by the users.
Currently: no way to tell which members have recently logged in and updated their contact information.
Ideally, admins could opt in to receive a notification if a contact logs in and updates their information (email, phone number). That way, contact information could be updated elsewhere (other databases, etc).
Email notification to the admin when a member logs in and changes certain information.
I've a suggestion I've made many times. When someone makes a change to the information in their membership record, the administrator should receive an email indicating a change has been made. Now, I only receive membership level change messages.
Sherri Oken for CSHP
Tim Bennett commented
There are many applications on the market that provide histogram and field data change reports making it difficult to understand why this tool is not available in this application. Be careful to understand how vulnerable the platform is through a lack of listening to the installed user base.
So while you wait for this 6 year old request to be implemented, consider the following options.
If you implement WA integration with Integromat you can catch each and every update to the membership data base as it happens. Assuming that you have initially captured an external snapshot of your WA membership into a Google sheet, as these new updates arrive you can post the full record/row to your sheet. Now you can sort sheets in all sorts of ways and even use the features of Excel (you may have to download the sheet to do this) to highlight any columns/cells where the member number in 2 consecutive rows is the same but any column data has changed.
Also consider looking at https://www.newpathconsulting.com/2019/09/introducing-the-wild-apricot-reports-manager.html - it may give you the function that you are looking for.
I have no relationship with Newpath other than having spoken to Alex on a few occassions.
SDJag Club commented
Our club really needs this option. It is too much for our membership chair to go through each member profile looking for updated information. It is not reasonable to expect members to let us know when they have made a change. They might, or they might not. We are at the mercy of each member to notify us.
Really need to be notified when a member changes their profile
This is critical. Please add this feature!
Julie Hain commented
Also critical for my organization to know when a profile is changed. When might this become an active feature?
Terrill Thompson commented
This is a critical issue for us. We need to know when users change any field within their profile - not just contact info, but other fields as well such as group participation. Without the latter users can check boxes to declare an interest in particular groups but we have no idea they've done this.
Kathi McKeown commented
I am glad to see others are requesting this info. I keep a separate database, plus I have a mailing list for publications and seminar registration forms. A simple "John Smith" has updated his profile would be sufficient.
Michael Scalf Sr commented
I have been dealing with this issue and have considered not renewing our subscription when it come dues in May. I must receive an email notification when someone makes a change in their profile and specifically, which field(s) they have changed. I am considering disabling the option for members to access their personal profile until this is fixed.
Why not simplify this and instead of sending an admin an email saying that Member A changed this field from Value A to Value B etc, just implement a simple journaling process for all member/contact creates/updates/deletes.
Write the journal records to a CSV file. In the CSV file as well as the full record (ie ALL contact and member fields defined for the system) include the ID of the person making the change and the date and time of the change. Flag each journal record as create/delete/update. For create, the record is the new member/contact created, for delete the record is the member/contact deleted, for update there are 2 records in the journal - a before and after copy of the member/contact being updated.
This approach then allows the admin to download the CSV to a spreadsheet daily, weekly, monthly or as required and determine what changes were made, by whom and when.
Once downloaded - consider deleting the journal CSV or renaming so that going forward from that date journal entries are written to a new copy of the CSV file.
It's very important to provide an option to receive a notification when a member makes a change to their contact info. Not only to be notified which member made a change, but specifically which field(s) they changed. We have other programs where we store the same data and we need to be able to crosscheck and make sure data on all our programs is up-to-date. Exporting the info into an excel file is not good enough as it's not compatible with our other programs. And it still does not let us know WHICH fields have been changed. It's very time consuming to go through each profile/member listing to figure this out for ourselves. It'd be very helpful to have a notification system through WA.
It would be helpful if the administrator received a notification when a member edits information. Otherwise it will be difficult to keep track of the changes.
John Barrett commented
We have reports which need to be updated when members make a change to their records once renewals are complete. Since we can't be notified when these take place, we don't allow members to update their own information and instead, have them send an email and we update the records. Queries indicating when the record was last updated are not helpful enough as we also don't know which field was updated and we have many, many fields.
Denise Witherell commented
Please add this feature of notification when a member changes their profile as it would help the administrator of the account enormously!