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  1. Guests must be in contact list

    I would only allow guests to be entered in an event that are in the contact list

    1 vote
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Include Events when exporting contact lists

    When exporting lists (say from a saved search or advanced search, I'd like the option to include event attendance in the CSV. Currently, I can pull a list of people who attended a number of events but once I export that list I cannot tell which of the events they attended. So right now I have to pull the list that I am actually trying to find, then a list a event attendees for each of the events and then merge, sort and dedupe several spreadsheets to get the report I am trying to get (which is largely people in…

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Chat Button

    Chat button on the main screen would be amazing!

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Increase records

    Display more than 50 membership records per page for the main directory.

    1 vote
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  5. Saved search layout is unhelpful

    When I use run a saved search the results are listed below all the criteria for the search. This means there's a bunch of space taken up by the criteria and the list starts way off the page. But surely there is no need to see the criteria by default if the search is saved? Better to have a button to open up the criteria if needed, but otherwise just get the list with no criteria showing. Make sense?

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Membership Updates

    It would be helpful if I am automatically notified when someone makes a change to their information.

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. adding usernames for login

    enable usernames. This would be helpful for an organization membership, otherwise people need to login with an email. As an administrator it would be nice to create an organization membership and assign a generic username/password for an organization to share with its members.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Shared Email addresses

    Since the system generates a unique identifier for each contact, why does WA insist on also using email as a unique ID? Many couples share an EMail address.
    You're better that this....

    8 votes
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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Hide empty contact fields

    We need the ability to hide the field label if there is no response in the field. Whether this is checkboxes, radio buttons, picture, etc. If there is no response in the field, the label will not display on the contacts profile.

    We wish to use this with the picture field to implement a badge program where contacts/members can earn badges of recognition from our organization. I can have a separate picture field and upload the image to that field when the contact/member earns a particular badge. However, it looks sloppy if there are 9 badges and a person has…

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. On Contact details, move custom internal use fields up above the auto-generated system notes

    Please move the internal fields up above the auto-generated Notes on the Contact details tab. I have a number of internal use custom fields that I have to scroll way down to see. It's super annoying! Would love for my custom fields to appear first. Thank you!

    3 votes
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  11. address validation

    Our contacts common fields contains mailing address. It is important that the addresses entered be legal, that is, conform to USPS standards.

    We need access to a process which both validates entered postal addresses and replaces ill-formed addresses with the conforming address.

    14 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Advanced Search field needed: Latest Registration Date

    Apparently there is no way to search Contacts for Latest Registration Date?

    Why is this missing? For example, there ARE criteria for Latest Donation Date and for Last Login Date. None for Registrations.

    I realize we could check off specific events since a certain date, but that is a monstrous chore, and the checkmarks aren't sticky. Even if I save that checklist as a "dummy" search for use later, all the checks disappear if I try to modify it (which might be necessary if only because we've added a more recent event).

    It would be some help if we could…

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Contacts Directory Gadget

    This would be an adaptation of the Membership Directory gadget to allow contacts to be listed. Additionally contacts would have access to a set of Privacy settings in their User Profile comparable to what members have today. A stronger user agreement or terms of service agreement might be required along with legal opt-in requirements and notifications for any contact using the system. A personal message sent by a member to a contact could be set to go through admins for approval, to use the organization's administrative email address, to allow the member to disclose his email address if he wishes,…

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Standardize Phone Number Display

    Convert numbers in a phone field to standard display. For example, when I type in 4257083456, it automatically gets converted to (425) 708-3456

    18 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Fix 'Select event' dialogue

    Please fix the 'Select event' dialogue used for the 'Registered for specific event(s)' search criterion.

    1. Install a search box. I have almost 1,000 past events to manually scroll and scan through.

    2. If I want to add one more event to the list, when I go back to the dialogue, none of the events are checked! I have to start all over again.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Group coordinator

    There is no ‘group coordinator’ role so we have had to deal with this by having extra fields. I have to export the data and then write my own code to send an email to group coordinators with a list of their members. Group coordinators cannot send an email to their members from Wild Apricot. Some group coordinators do not have email and we use a buddy system. Again we cannot send an email from WA to all group coordinators that allows for this.

    We have nearly 200 groups so these issues are significant.

    8 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Separate profile page for contacts vs. members

    Dear Wild Apricot,

    I am setting up an account that has various membership levels plus it allows people to sign up just for an email newsletter without membership. It would be really nice to have a separate profile page (or the ability to set fields for the profile) based on membership or non-membership. The profile page shows invoices as well as subscriptions to forums to forums, for example, to people who are non-members. I think this is confusing.

    Also, it would be nice to have be able to set when fields are required or not based on whether someone is…

    9 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Please add an option allowing us to search for contacts using event tags.

    Event registration as a criteria for contact search

    6 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add a New field type = Lookup

    Lookup field to search and link contacts together (one to many relationship)
    Example:
    One contact record can be used to enter for the organization information and all organization related contacts will be linked to it

    10 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. More columns in Custom report layouts

    We have the need for more columns in the Custom report layouts. Every month we have to supply reports to regulatory bodies, some which require up to 20 different pieces of information for each member. The limit of 5 columns makes this feature unusable.

    Thanks

    8 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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