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  1. allow common contact fields to be customizable by contact type

    Similar to having different Membership Levels and allowing separate customized fields for different levels, it would be great to allow users to specify different Contact Types and then allow separate customized common fields for different types

    5 votes

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    0 comments  ·  Contacts  ·  Admin →
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  2. Sort and filter contacts by number of open invoices, and by dollar amount owed

    I would like to be able to sort (and filter) the contacts list by the dollar amount owed, and especially by the number of open invoices for each member.

    This would help me when sending out reminders to members that have fallen behind on their payments.

    1 vote

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    1 comment  ·  Contacts  ·  Admin →
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    Archived  ·  Evgeny Zaritovskiy responded

    No activity for long time. You can use advanced search with Balance due search criteria and set some threshold to it

  3. Member List Searches Missing Administration Search Criterion

    Currently the only administration criterion you can search for in the Advanced search area of the member list is "Administration access" is granted or denied.

    It would be far more useful to allow selection criterion that correctly mirrors the actual administrator settings in the database, those being:
    * Account administrator (Full access)
    * Account administrator (Read-only access)
    * Membership manager
    * Event manager
    * Donations manager
    * Website editor - All pages
    * Website editor - Selected pages

    4 votes

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    4 comments  ·  Contacts  ·  Admin →
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  4. Derived fields in contact DB

    In Excel I can have a Date of Birth field, say D2. Then I can have E2 which is the derived year from D2 and F2 which is the derived month from D2 and so on. I can also have H2 which is the year of the current date minus E2. - that is the contacts age in years.

    Whenever D2 gets updated, the other fields update automatically.

    Should also have the ability to refresh the DB to update fields like H2 on an as required basis as these would obviously be changing from time to time

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  5. Matrix Questions As Field Type

    I am trying to add a matrix question to our website as a membership field. The question would be set up as follows.

    Column 1 header "Are you doing business here?"

    Column 2 header "Would you like to be doing business here?"

    Row 1 header "England"

    Row 2 header "France"

    The option would be to check all that apply.

    I know that matrix questions such as these are not currently recognized as field types. Regardless, if I build this question in HTML is it possible to have Wild Apricot recognize the answers to column 1 as one multiple choice question…

    1 vote

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  6. check mark button

    I need to have a way to have a check mark button that can summarize and reflect all of the other check mark options. For example:

    • District 1
    • City 1
    • City 2
    • City 3

    I need a check mark for District 1 to, when clicked, will automatically check city 1, city 2, city 3.

    1 vote

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    1 comment  ·  Contacts  ·  Admin →
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  7. Separating our contacts resulting from cancelled event registrations

    Currently non-member, non-event, not-donor contacts, 'pure' contacts for short, are not separable from contacts resulting from cancelled event registration. I would like to see these two in separate catagories or at least a means for searching on each.

    My organization uses 'pure' contacts to list groups and organizations which are not members but are to receive free (hard-copy) newsletters. We do this because many members and associated clubs/organizations prefer hard-copy; for members this is handled as one of several member fields dealing with our newsletter.

    We would also like to know of these canceled event registrations so that we can…

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    This is possible with using “At least one event registration status” advanced search criteria.

  8. Save fellow members as 'favourite'

    It would be really good to allow members to save each other as favourites, for ease of regular correspondence.

    not a major issue as if you make regular contact you can move to regular email but just being able to click and share quick messages, or forward events to people by clicking on a favourite would be very handy.

    Some feature that will allow that kind of 'share event with friend' feature would be handy also?

    1 vote

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    1 comment  ·  Contacts  ·  Admin →
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  9. Allow same 'edit in profile' for Contacts that are not members

    We want to have fields present on a Contact's profile that do not appear on every registration. We do not have a membership, and therefore no "members" (only contacts), so we cannot use the "Member can edit in profile" option.

    1 vote

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  10. Table type field

    A table type field would have the ability for a member to have a single field for say phone numbers where each row would have a phone column, a type column and a use sequence/preference column

    This would enable other users or administrators to contact the member at their preferred number

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    Sorry, it looks like we’re not going to do this in a way you proposed. As a workaround, you can create several phone fields (like “Main” and “Secondary”) and ask people to fill them in accordingly.

  11. Limited Multiple Choice for members

    It would be great if you could consider adding a limit option to the multiple choice feature.

    This feature would be great for members who would like to be listed in multiple categories under the directory. It would also be useful for members who service different areas or counties. With the limited number of selections they can make and organization would be able to charge an additional fee for them to add more catagories to their listing.

    Thanks for the opportunity to share!!

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    Sorry, but it looks we’re not going to do anything here for any reasonable amount of time in future. As a workaround, I would suggest to use fields with type of “Multiple choice with extra charge” and basically charge for every choice members make – and you can make them required to choose ( at least one). It’s not the same, but close enough to what you want to have.
    Closing.

  12. Ability to Generate a Report on Auto Renew, Credit Card Members

    It seems this should be easy since this information is displayed for a member! WTF?

    1 vote

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    Archived  ·  Evgeny Zaritovskiy responded

    As of now, all members from a level with recurring payment enabled are on auto renew. No special search is required.

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