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3365 results found

  1. Duplicate/clone contacts/members

    Have an option to copy/duplicate an existing contact. It would make it easier to create contacts that are similar

    11 votes

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    4 comments  ·  Members  ·  Admin →
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  2. be able to include the "date last paid" field within the membership reports.

    for our financial audit, our auditors would like to see the "Date last paid" for each active member so they can test membership paid per fiscal year against money received per fiscal year.

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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  3. 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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  4. Gamify Member's site participation

    Gamify the activity of the members, please.

    A point system could be set for contributions to the site. ie. New member 100 points.
    posting from website to social media 10pts
    leading a new event 100 pts
    attending an event 25pts
    taking a survey 10 pts
    contributing content 25 points.... and so on.

    The points that members rack up are applied to advancement of levels, recognition, and perhaps rewards or prizes.

    Members can see a Leaderboard and their ranking on that board.

    I know that gamifying the participation of members will increase the participation and help identify and recognize emerging leaders.…

    16 votes

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    8 comments  ·  Members  ·  Admin →
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    Frank responded

    Very interested. I would love to know how many organizations are considering something similar.

  5. PDF for the official tax Donation Receipt

    We are just in the midst of switching over to wild apricot and I was very disappointed that when donations are made there is no option to send the official tax receipt as a PDF as it is not secure to send it as an email since it is too easy to change up the donation amount and date ect. Our current system sends an email after donation had been received thanking them and then letting them know they will receive a their tax receipt in another email attached as PDF please see email below

    Dear xxxx:
    Thank you for…

    33 votes

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  6. Full refunds for fully settled transactions

    Please improve the refund process.
    We take credit cards for attending our events. If a person later cancels and a refund is approved, it becomes quite confusing to record the transaction correctly. First, I find the item. Then I go to the 3rd party processor (not PayPal) and set up the refund to the credit card. Then I return to WA. I can locate the paid invoice, cancel settlement and refund the total amount. I do not see a button labeled Refund as described in the Help text, so I Save instead. Under Payments & Invoices, the original transaction shows…

    21 votes

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    1 comment  ·  Finances  ·  Admin →
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  7. Bulk upload of member profiles

    Bulk upload of member images, very useful for organizations that are converting to WA and have a lot of images toupload.

    13 votes

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    Frank responded

    Sounds interesting, collecting comments.

  8. functionality to analyse event attendances, sponsors engagement - shift from purely information management to extracting value from the info

    From one of our customers:
    Add functionality to analyse event attendances (or other engagements with our supporters) in order to profile which sponsors are/are not engaged with our work. I appreciate this would be a major addition to the application and no doubt is quite far away. But that shift from purely information management to extracting value from the information - e.g. identifying sponsors who are becoming less engaged with our work - would be a genuine game-changer.

    1 vote

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    0 comments  ·  Events  ·  Admin →
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  9. Add "same as" option for home/billing address

    For the majority of our club members, their Home Address and their Mailing Address are the same. However, some members have a P.O. Box as a mailing address so we carry both the Home Address and the Mailing Address in our data base. It would same time and improve accuracy if there was a box to check which auto-copied the fields that make up the Home Address into the corresponding fields that make up the Mailing Address. We have all the fields that make up the two address groups marked as required. If the "Same As" box is checked, filling…

    11 votes

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    1 comment  ·  New features  ·  Admin →
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  10. Coloured background for Calendar gadget

    Please could it be possible to set a background colour for the Calendar gadget rather than transparent. We are using the Firma theme. Thanks.

    6 votes

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    1 comment  ·  Gadgets  ·  Admin →
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  11. Allow me to move a gadget to another page

    I have gadgets which I show for a while and then remove, and later bring back. It would be great if I could move this to another page as a place to save it, rather than having to re-write and re-configure a gadget each time I want to bring it back.

    22 votes

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    1 comment  ·  Gadgets  ·  Admin →
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  12. Birthday gadget

    It would be nice to have a gadget that would show members' birthdays whether by day, week, or month.

    38 votes

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    15 comments  ·  Gadgets  ·  Admin →
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  13. Bulk event registration pricing/discounts (e.g. 1 registration = $35.00 or 3 registrations for $90.00)

    Allow individuals to purchase admission to 1 or more meetings, e.g., 1 meeting $35.00 or 3 meetings for $90.00

    11 votes

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    2 comments  ·  Events  ·  Admin →
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  14. Donation Acknowledgement Internal Field

    Hi! I would like to add a field to my database so that I can track whether or not our organization has sent a Thank You Note to a donor for their donation. This is NOT the same note as the system-generated confirmation of their online donation, this is a personal note written by our Executive Director. Is there a place that I can add a internally viewed field (that would NOT be seen by the donor on his/her profile when they logged in) that is attached to the donor’s individual donation? My ultimate goal is to be able to…

    7 votes

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  15. Query and Delete Archived contacts

    Square Apricot suggested I post here, so here it goes:
    There should be a way to query Archived members in order to do a large group delete based on specific criteria. As a example, query all archived contacts who do not have email addresses. Then do a group deletion of them.
    In my case we no longer support a membership level. but we have 1200+ archived members that still hold the level. I cannot delete the level (to clean up the summary page) because contacts - although deleted - still hold that level. My only options are: 1) individually edit…

    12 votes

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    3 comments  ·  Members  ·  Admin →
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  16. Events: Add Existing Members as Guests

    the ADD GUEST button works well, please make a similar button for members to add another MEMBER to EVENT REGISTRATION.

    12 votes

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    3 comments  ·  Events  ·  Admin →
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  17. Interaction function where meeting attendees can answer questions, real time.

    Have individual storage for various positions, so different positions may edit.

    10 votes

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    0 comments  ·  Mobile  ·  Admin →
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  18. Merging Records

    Better merge feature. When merging membership records it is important to be able to keep the most recent record for email preferences,(which do not merge) but then it should merge membership data so we can keep the earliest membership date. It is cumbersome to have to manually edit the merged record to retain accurate information.

    16 votes

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    1 comment  ·  Members  ·  Admin →
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  19. Provide an "auto-enable" functionality for events.

    It would be convenient to be able to preset a date on which an event listed on the website is to be automatically enabled.

    6 votes

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    0 comments  ·  Events  ·  Admin →
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  20. Prompt lapsed members to renew at event registration

    When registering for an event with membership-restricted registration:

    1. a member is prompted to log in even though they don't have to
    2. a non-member is prompted to become a member (good!)
    3. a lapsed member is given the unfriendly message "Event registration is not available for [your email address] due to event settings". They are NOT prompted to renew, or offered any way to proceed at all!

    Please make this consistent for lapsed members and prompt them to log in and renew so they can register for the event.

    21 votes

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    0 comments  ·  Events  ·  Admin →
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