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  1. Export contact info using email filters

    I want to easily toggle between electronic and hard copy mediums with my contacts and members. For example, for folks who haven't opened one of our electronic messages, I want to be able to send a physical, hard copy of the letter. I want to use the filters "not opened" and "opened, but not clicked" to export contact information as a datafile (for mailing labels).

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Event Registration form to update contact profile

    I noticed that the contact fields automatically get loaded to event registration forms which is a nice feature and saves the user time when registering.

    I'd like to request that updates made to contact field information by individuals who are "recognized" users of WA be back loaded to their permanent contact record.

    For instance, if someone sees an error in their contact field information (like mailing address) while registering for an event and they update that field (like their mailing address or phone number) while registering for an event, I'd like that change updated to their permanent contact profile record…

    68 votes
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    37 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Member Certifications / Achievements / Courses

    Hi,

    Great software – life just got easier ;-)

    If you’re looking for new things to add then my suggestion would be something for Achievements/Courses. Basically they would work a lot like events except they go against a “Member’s Achievement History” (new concept).

    So, some of the function points might be:

    · New Functional web page type with a Page Template of “Achievements Calendar”

    o Access to Selected Groups

    · Achievement Settings

    o Achievement E-mails

    § Email Event Triggers (Registration, Approval, Rejection – to Member and/or Mentor/Trainer, Achievement End Date – to Mentor/Trainer)

    · Achievements

    o Add Achievement

    § Registration…

    68 votes
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    14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Adding contacts without upgrading account

    Would like to have the ability to add 250 contacts without upgrading. We don't see the value in upgrading our account just to get more contacts. Will be using Constant Contact to manage our contacts. Very frustrating.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. ID based contact or member

    For Child based sports club, a contact / member account should be created per child, but linked to parent for paying and allowing membership options at a family level, as parent is not a member, just the legal payee. Also Key for membership account should be based on Identity number and not email, therefore allowing same email account on multiply contacts / members ( that is for the parent) - duplication of account is then on the ID no.

    2 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. to be able to search a search result (sub search)

    sub search for results (members/contacts)

    1 vote
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make lists accessible in full, not in groups of 50

    Can you please make the contact and member list available all on one page? It is extremely tedious to have to click between pages, especially because every time you look at one name and then go back to the list, it goes back to the beginning of the list, instead of to where you just were! I can't believe this is not a feature yet. Thank you

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

    This is not in our priorities for now, though I understand what you mean. For now, I can suggest using quick search function – just type several letter for name and it will show the contact.

  8. support request -do not require redundant info

    i'm new to WA.
    AWESOME product. however my MAJOR irritant so far is that wen i submit a support request (i'm logged in to WA when i do this) why do i need to provide my email and acct info. Recall i'm logged in,

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. We have several people who are from the same organiztion. We have one membership per organization, but when you add the individual contactts

    We have several people who are from the same organization. For example 5 employees work at Good Day Electric, I need to set them each up as a contact, but Good Day would only have one membership. I would like to add Good Day Electric as the member, and then tie each of those 5 employees to that membership.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. More robust event registration filtering in Advanced Search, for analysis, not just emailing

    Reasons we need to filter by Registrations more than we are currently able:


    1. To analyze member activity and who's pulling their share of our load, we want to know (for example) what Members have attended more than one registration event in the past three years, and which events they are. Currently we can only filter for the number of registration events, then have to look at each one to determine when and what. People who registered for events 5 years ago are irrelevant, and people who are registered for our annual dinner are also irrelevant. We need to know who…

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. archive

    We need a way to create a report to show Contacts who have pulled themselves out of Archive in the past month? I REALLY need to be able to detect these folks so I can followup and not have them counted as a contact if they don't renew. Currently I'm removing their email but then this causes another issue with those that want to renew down the road and we end up with double contacts. I asked support and was told "there is no such functionality".

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. multiple login credentials for a contact

    In our business, a contact is a family. Our members are families who join our club. As many families have 2 or more adults, we have had several requests to support 1+ login credentials for the same member/contact.

    In other words, the Munster family belongs to our club and both Herman and Lily have a login to the same member experience and profile, Grandpa and Eddie have logins with restricted capabilities (view only, can register for events but cannot pay).

    2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Batch update of contacts or members

    As an administrator I would find it really helpful to be able to make bulk changes online. Two reasons:


    1. Import/export is clumsy, and foces me to use Excel's interface, which I find quite awkward.


    2. There is no "lock" on the data while I am changing it. Members can change data while I am making changes to the exported file.
      To give an idea of the sort of problems #2 generates: if I do an export and a member comes along and changes his/her data while I am playing with the exported file, then there's a problem. The way that WA…

    52 votes
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    36 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to set limits to text field entries

    Is there a way to limit the characters in a database text field. I want a member lever to have a 500 character description and another member lever to only have a 250 character description. Is this possible?

    11 votes
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    14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. clear out attention required

    I have a few contacts with failed delivery emails. Some are due to the incorrect emails, other s are due to the receiver end. However, I would like to clear out those error messages.

    4 votes
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  16. Add Boolean logic to Advanced Search

    It would be nice to be able to search the member database (or any database really) by specifying criteria such as:

    Renewal_Due on or after Sept. 16,2008

    AND

    (MembershipLevel = Gold OR MembershipLevel = Silver)

    Right now, I think, I can only choose to AND (i.e., Match ALL) all the criteria or OR (i.e., Match ANY) all the criteria -- no mixing AND's and OR's. This is okay for very simple reports with only two criteria, but often not what is needed for reports with more than 2 filter criteria.

    115 votes
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    60 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make Date field to have Today as a default value on forms

    On our Membership Application, there is a field called "Application Date." Using the date field. I would like it to be able to default to today's date.

    5 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Option to give non-member contact website login privileges

    We would like to give contractor contacts the ability to log in to our member-only website pages. Since they are not associated with any member organization, there is no way to do this except to create a dummy organization and add them as bundle members, which then causes the faux organization AND every contact to appear in directories, unless you go in and manually select the no access radio button for every single privacy item for the organization AND each contact. What a hassle! Seems like this would be a common need. Instead, I'd like to see two checkboxes in…

    1 vote
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. create option on a contact page to email contact info to others

    for example, when I want to give other alumni name/address/email for another alum, i could just click a button and email it from screen.

    3 votes
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  20. Blocking Users

    With our organization, we have rules that state non members can only come to 2 events before they need to apply for membership. Likewise we have similar rules for past members. It would be great to keep track of that some way, or be able to block someone from registering until they apply.

    3 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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