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  1. Update Financial section to work properly with Quickbooks & account for merchant fees or processing fees

    If you add the ability to select processing or merchant fee percentages in the admin area, then the actual dollars would document and export to quickbooks correctly. Right now, if anyone uses merchant accounts, the fees aren't noted and deducted in the system and makes the quickbooks export incorrect. In fact it makes the financials incorrect all together. It is an easy fix and hope you do it soon so that the feature can be used. What's the point of exporting incorrect data?

    1 vote
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      1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
    • Custom Administrator Permissions - to define new admin roles and access permissions depending on an organization needs

      Currently there are set administrator "roles." If an organization's administrators don't fall neatly into these roles, then they end up with either too many or not enough permissions. It would be nice to be able to customize administrator roles, and determine whether that type of admin has full access, read-only access, or no access to all of the items described in the tables on the Site Administrators help page. I.e. A page to create/edit a role with radio selection to determine access for that role for each feature of the site. This would be immensely helpful for reducing clutter for…

      162 votes
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        65 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
      • Charge Canadian users in Canadian dollars

        Briefly: Charge Canadian users in Canadian dollars. The use of US $ causes "fiscal pain" with the fluctuations in exchange rates.
        Please consider.

        1 vote
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          0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
        • 3 votes
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            2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
          • Statements

            Please consider adding an option to send a statement as an attachment to an email within the customer's profile WITHOUT having to print. Also the ability to pay from the statement.

            1 vote
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              0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
            • Email capability for read-only admins

              Allow limited admins send email. One of my many complaints: "It’s too much working signing in and out between membership admin and workshops admin just to do simple tasks like sending an email."

              4 votes
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                0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
              • MORE CONTACTS

                MORE CONTACTS. We have had the Community Plan for several years and 500 contacts are NOT enough as we live off of email for membership and donations. The Professional plan with 2,000 contacts would be much better, however, $160/month is out of our budget. How about increasing the number of contacts for all plans - say about 500 more contacts for each of the lower paid plans.

                22 votes
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                  5 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                • View as user options

                  Requesting a change so we can press a button on a member account to see as they would see their account.

                  3 votes
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                    2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                  • Two-stage verification before allowing account to be deleted

                    A big problem (and our organization has had this happen in the past) is when someone in charge gets disgruntled and deletes the account and information. Is there a way to require at least a two-fold verification process before an account and all information can be deleted...where it takes more than one administrator to ok it or a secondary authorization from the CEO/President/Manager of the organization? I feel our information and our account is uncomfortably vulnerable otherwise the way things are now. There just has to be a better way to protect accounts and the information from accidental or vindictive…

                    3 votes
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                      2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow groups to be individually selected for admin or open

                      Would like to see individual groups as admin only or individual can change. Currently can only select for admin on all groups or none.

                      1 vote
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                        1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                      • Audit trail for Website activity of Admins

                        Have an audit log to track what Admins are deleting or changing on the website. Would be useful with unlimited Admins being allowed on the website. With more admins it would be easier to track what is happening with the website.

                        12 votes
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                          0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                        • Store visibility to read-only admins

                          Please show the Store in the menu for admins with read-only access.

                          3 votes
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                            0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                          • Establish tighter security for Administrators

                            Contacts/members with full administrative authority in particular, and to an extent perhaps, others with lesser administrative authority should have a wall erected between being just a normal member and acting as an administrator.

                            When I login as a member, I don't want to be in administrative mode. This mixes roles, and these roles must kept separate. When I want to go into administrator mode, WA must require me to explicitly request that role/mode (eg, a separate password, or some other mechanism).

                            I've also noticed that WA does not automatically logoff users after a period of time. In particular, for those…

                            5 votes
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                              0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                            • 2 votes
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                                1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                              • Link between membership level and invoice

                                I would like to see updates to membership levels linked to invoice updates. We made errors in intial input of membership levels for several members and when membership level was updated it did not automatically update the invoice.

                                5 votes
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                                  0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                                • Migrating site templates, colors/styles configuration, events, site pages between WA sites

                                  As a Wild Apricot partner we are tasked to do the following:

                                  - setup a new WA website and launch
                                  - migrate an existing WA website with new website designs

                                  This feature is particularly helpful when a customer is already on Wild Apricot, in production but would like to test some new website design features or redesign the website altogether.

                                  Currently our approach is to clone the production site with WA support, design on the clone and then move manually over to production. It would be really helpful if WA featured a way to export configuration options that can be…

                                  7 votes
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                                    0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Simplify Wild Apricot Account Setup

                                    Current situation
                                    When setting up an account for the first time it's difficult to understand what should be setup first, how things are connected and what triggers exist in the system (e.g. emails are sent to members)

                                    Desired situation
                                    Simplify account settings and create a clear tour through the system, that explains what must be setup and how various pieces are connected, without having to study help and or contact support.

                                    3 votes
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                                      Work in progress  ·  2 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Domain address

                                      I would like to easily Add my Domain address

                                      1 vote
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                                        1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add a user access level for Contacts

                                        Currently for a number of gadgets, such as the directory gadget, privacy levels for information display and access are set to either admins, members, or anybody. However anybody is actually two distinct categories: contacts who have set up system user accounts to access limited parts of the system, say the forums, and members of the public who have not set up any system user accounts. By having a Contact user access level administrators would have one more level of security to filter system use access; this could be used as a measure to build trusted access for non-members (presumably prospective…

                                        1 vote
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                                          0 comments  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add a plan level between Professional $130 and Network $240

                                          Add a plan level between Professional $130 and Network $240

                                          We are close to the limit of 2000 for the Professional Plan but will never get anywhere near the Network limit of 5000 to justify the huge leap in price.

                                          We would like to see a Plan that sits between Professional and Network at around 3000 - 3500 contacts.

                                          3 votes
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                                            1 comment  ·  Account administration  ·  Flag idea as inappropriate…  ·  Admin →
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