Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
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Limiting Event Manager Role to Prevent Access to Financials and Contact Data
Admin roles like the event manager should be limited from accessing and making changes to invoices/payments and member profile data
8 votes -
Email Manager with access to all emails, not only newsletters
Currently automated emails can be generated from Membership Levels and 'Events, if something happens to delay an announcement you have to go into a number of places to edit it. If we had a email manager function that brought all scheduled emails together this would make managing them easier. As an example during COVID our Opening Day has been delayed a couple of times, so our Renewal notices have had to be edited along with our Opening Day Event email. Often we set up events ahead of time and if we had an manager function we could see all emails…
1 vote -
Newsletter manager role restrictions
Suggest further granularity on Newsletter administration role. Should be allowed to restrict to specific groups or contacts, or require another administrator to approve mass emails.
2 votes -
Don't auto populate password / email address when editing in admin mode
When editing a members record that doesn't have an email address, it always puts in our admin password and admin email address. Then we have to delete it out before saving the record. Can you make it so that it doesn't auto populate? This would save us a tremendous amount of time when updating our members.
1 vote -
Application
we suggest or ask you guidance in regards to the wildapricot application, can we customize the logo on the application.
1 vote -
Date Format Examples in Organization
My request is that you please update the date formatting examples in the Organization field so that the days in the templates cannot be confused with the months. All the examples are below 12. Pick day numbers from 16-31 so they can be easily understood. I picked a bad date format to start because there was no way to discern between month and day.
2 votes -
Set Up Default to Show Admin View at log in
At the moment, there is no option to set a default for the admin view. When you log in as an admin, you will be returned to the last page you were on before you switched to public view. Please provide a way to have default be admin view
2 votes -
Account History Information
Our Board changes year-to-year. The people who first established our account with WildApricot are long gone. It would be helpful to know how long our association has been using your software. When did we first subscribe with WildApricot? What has been the history of our use? Have we upgraded or downgraded to a different plan during that time? What have been the pricing changes since we first enrolled? If that information is already in the Account section, I can't find it.
3 votes -
Search products
Please consider:
In the products portion of the store there needs to be a way to search for products. This could be accomplished by either the tags used for the catague displays or by meta words used in the product name description. I'm sure there are other options as well.
Using ctrl F, is not user friendly, but is better than nothing.4 votes -
Show member status (active, pending, lapsed, suspended) in the Member Directory
The membership directory shows all members, including those that are pending, lapsed and suspended. Enable a setting that will allow us to display member status in the directory.
This will be especially helpful during renewals: members need to know if their membership has lapsed (since some forget to renew or forget IF they have renewed!)4 votes -
website admin access
separate website admin setting within access settings.
4 votes -
Simple Videos tutorials
Starting out:
Checklist stage by stage with links to videos you can watch and do as you go,this would be totally amazing!1 vote -
better read only administrator access control
We need to give some Admins read only permission to our members data but also full Events admin access. In this case we would want them to maintain the 'write' access associated with the Events Admin but also have the additional Read Only components added with the 'RA' access.
The selector does not allow this combination to be selected.
This is a critical issue which is preventing some of our members from fulfilling their roles in our club. We do not want to solve it bu giving them full configuration access.The ability to separate core configuration access and read…
12 votes -
Pull a payment report with finical and member data
I want to be able to see what members paid in a one month span and I want to see who used a discount code.
2 votes -
Account Number Always Visible in Admin Section
Put the account number on the side of the header where the help/support/feedback links are since you need it to submit a request. That way you don't have to navigate away from where you were to get the account number just to navigate back to finish what you were doing.
1 vote -
Some fields should be viewable in Directory but NOT editable by Members
There are valid reasons why some field(s) might be required to be visible for each member (in Directory) but not allowing the Member to edit that field(s). One example are site locations (like we use) where the physical location cannot be changed ever but the owner might sell to a new owner. Owner still cannot change the site #.
Same for Stock shares that purchased when a home is sold. That specific share # never changes.
We do not have Membership #s like other orgs (ours are share/site#) but I would assume these like Employee badge #s would not be…
2 votes -
Read-only permission to access files and more
Make a change to administrative features to allow viewing of everything in the admin backend without being able to make any changes. Including viewing and downloading files.
3 votes -
search criteria for just renewed members – to send out physical mail
search criteria for renewed and paid
2 votes -
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?
9 votes -
Admin settings - restrict ability to delete custom fields
How can you set admins to be able to add/edit new contacts/members/events etc. But restrict them to delete or add new custom fields?
It would be a high risk to allow it on the system.
Regards
G3 votes
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