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96 results found

  1. 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.

    12 votes

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    1 comment  ·  Contacts  ·  Admin →
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  2. 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  ·  Admin →
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  3. 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  ·  Admin →
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  4. Please add an option allowing us to search for contacts using event tags.

    Event registration as a criteria for contact search

    7 votes

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    2 comments  ·  Contacts  ·  Admin →
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  5. Customize contact sorting in admin by admin defined field(s)

    be able to sort contacts by field other than name

    7 votes

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    5 comments  ·  Contacts  ·  Admin →
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  6. Outlook Sync for emails and contacts

    Outlook sync for both email and contacts

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
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  7. 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

    11 votes

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    2 comments  ·  Contacts  ·  Admin →
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  8. Age of member

    We would like an Age field calculated from the Date of Birth as we use Age of a member in competitions where there are groups for Age x and above, etc.

    This field could then be used for queries such as Age > n, etc.

    Also, a further enhancement, Age on date X. Where we have a closing date for entry to Events and we need to know the member's age on that date.

    Regards,

    Keith

    24 votes

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    12 comments  ·  Contacts  ·  Admin →
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  9. 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

    9 votes

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    1 comment  ·  Contacts  ·  Admin →
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  10. "Link/URL" transforming membership field

    When we use normal text fields and members want to post a lengthy URL (for example to a Facebook Page that includes browser parameters in the string) it totally destroys the page layout since the long URL will not be "word wrapped" into multiple lines but remain one single liner that extends the layers divs.

    Solution: Have a NEW membership/contact field type named "Link field" where a member just be able to fill in legit URLs and the field encloses the URL in a link tag where you can either then have it displayed as "Link" in the member profile…

    6 votes

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    4 comments  ·  Contacts  ·  Admin →
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  11. 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.

    85 votes

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    43 comments  ·  Contacts  ·  Admin →
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  12. Section Divider - allow "Use In" setting to restrict where it appears

    We have several different member types - e.g., Candidates who submit to be published, and Subscribers of various types (electronic, print), with future disparate types to be added. The groups will have fairly different applications and fields, and thus different Section Dividers.

    I'd like to be able to specify when a Section Divider appears on an Application -- by Member type so that it never appears on an application for the wrong group. (Just like you can for other Membership Fields.)

    With just two main types of applications so far, I have been able to avoid this by shuffling the…

    16 votes

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    4 comments  ·  Contacts  ·  Admin →
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  13. Allow to make common fields readonly

    It would be very helpful to be able to add a common field which can be changed only by the administrator, but still be seen by non-members or members (depending on what options have been selected under common fields). This way a rating could be input by the administrator, without being accessable by the member, but still be viewable by anyone.

    For example the admin adds a new common field called 'Ratings' - Options set at 'for administrator access/input only' - Others access set at 'Anybody'- this would allow the administrator to manually add a rating to a member as…

    22 votes

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    16 comments  ·  Contacts  ·  Admin →
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  14. Enforcing 'terms and rules' field acceptance

    I would like to be able at member login to force members to agree to Terms and Rules if they have not already done so. Also, if Terms and Rules change, set the checkbox to unchecked so as to force all members to agree again.

    34 votes

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    12 comments  ·  Contacts  ·  Admin →
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  15. Condition-based display of fields for multi-level questions

    I would like to request creating a way to display a registration field based on a previous field selection.

    For example, If I have the question "Are you interested in learning about this committee?" If the answer is yes, I would like a second question to display. If the answer is no, I do not want the second question to display.

    I've been told this is not a current feature in Wild Apricot but think this would be very useful for membership, registration and donation forms.

    86 votes

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    36 comments  ·  Contacts  ·  Admin →
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  16. Select records by email engagement stats - e.g. percentage of emails opened

    I'd like to be able to list some subset of members and include a summary of their email activity in the listing. In other words, I search on active members in a geographic area and want to know how many of them have opened at least 25% of their emails. The only way that I know to do that is to tediously access each member's record and click on "Email settings and log" and then write down "74 sent, 43 opened, 18 clicked". Since the system tracks this statistic, is there any way to list it in a search result.…

    17 votes

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    12 comments  ·  Contacts  ·  Admin →
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  17. Automate finding duplicate contact/member records

    Is it possible to have a "check for duplicates" button? The only way I've been able to find them is to manually scan the contact list one by one, transfer info, and archive and delete the dupe.

    70 votes

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    35 comments  ·  Contacts  ·  Admin →
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  18. Have Address field type - e.g. to auto fill city based on ZIP or to validate address

    Is it possible to have someone put information in one field of their contact record and then have that information automatically fill in another field?

    For example, on our website we are asking for City and ZIP code. Considering how poorly some folks spell the name of their location, I have a drop-down listing of all the cities/towns in WA state. I also have the ZIP code that is assigned to that city. I'd like people to enter only their ZIP code and then have the website automatically enter the name of the city based upon that ZIP code.

    I…

    10 votes

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    I believe the best way to address this is to have Address as a special type of field which gives a set of fields to fill in. Admin then can have many addresses (like Home, Work, etc.) for contacts and the system will know how to handle this kind of field – including convenient data entry with converting ZIP into City, etc.
    I renamed the idea to have Address in title

  19. Redesigning setup of Common vs Membership Fields

    It would simplify setting the database up if all fields were in one list, and "Common" was an option of the field. A simple check-box - "show this field on all forms" or something like that. It would reduce the churn if you wanted to change a field, and would just make things less complicated.

    16 votes

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    8 comments  ·  Contacts  ·  Admin →
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  20. Change type of the database field, e.g. from event to common or from event to member-only field

    It would help me so much if we could easily move fields from the membership area to the contact area.

    We just started using the events feature, and found that we had no way to transfer the information they filled out in the event application to their membership profile. We realized that we need to move a lot of fields from the membership profile to the contact fields, but there is no easy way to do this.

    Thanks!

    16 votes

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    11 comments  ·  Contacts  ·  Admin →
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