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  1. Situations and scenarios for not using financial module

    In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.

    New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can…

    6 votes
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    8 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Change UI for "Date" Field Type - show separate year, month and day selection

    In developing a membership registration form for our website, I am looking to include a "Date of Birth" field. However, the "Date" field type appears to only allow one method of entering a date. In our organization, there are many members who are older, and for whom the date entry requires navigation to their respective year of birth, which presents difficulty due to the method of data entry, and the propensity of our older members to be uncomfortable using computers.

    (Admittedly, the calendar default of starting on today's date does lend itself to certain types of fields, like booking hotels…

    10 votes
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    2 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow admin to record membership recurring payment starting from next renewal period

    This may be specific to auth.net which we use. If one wishes to start recurring payments the apricot/auth.net process requires the initial payment to be made at the time the recurring payments are launched. We have run across multiple instances where we wish to start recurring payments at some point in the future but not credit the member's cards now. For instance we just had a case where someone had recently paid to join via check but for future payments wished to pay by credit card; Our alternatives are for the member or ourselves to remember to set up recurring…

    6 votes
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    6 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  4. MYOB integration

    It would be fantastic for Wild Apricot to integrate with MYOB as it does with QuickBooks. Thank you!

    9 votes
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    3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Random photo gadget

    A gadget to show one random photo from a selected photo album. The photo could be sized as needed and optionally linked to show the larger image in the album. Optionally, it could have subtext displaying the name of the member that contributed it.

    10 votes
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    2 comments  ·  Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
  6. Different Form Options for Guests

    I am hoping that someone will be able to tell me how to do this, perhaps a workaround I haven't thought of?

    We are trying to use WA for our conference registration and are having issues because we include hotel stays with our conference fees. Basically, we register attendees by group so they are either ALL members or ALL non-members. Great because the primary contact can register all of their board members/staff at one time and the system knows that they are members so their pricing will be correct. For each guest, their fee goes up $250 and for each…

    7 votes
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    5 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  7. Membership Categorgy restictions by age

    It would be great if WA allowed the restriction of certain membership categories to be restricted by age. We have a number of membership categories which include Cadets (Under 16), Juniors (Under 22) and Seniors (Over 60).

    It would make membership management simpler to either flag or prevent reapplication within the wrong category. Obviously a date of birth field would need to utilised to be able to allow this to happen.

    8 votes
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    6 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  8. Different durations for the same membership level

    Now that WA can accommodate memberships of different lengths (in years), we want to offer a menu of options such as 1 year, 2 year and 5 year membership lengths.

    Right now, everyone who is a member has a 1 year membership.

    It looks like I could add 2 and 5 year memberships which NEW members could sign up for, but I don't see how to offer my current members the option to renew for longer at their next renewal date. When they renew, it's automatically going to be for 1 year.

    Is there a way that each time a…

    5 votes
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    8 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  9. Export of information presented on dashboard

    The main and membership Dashboards both provide do a good job of summarizing data in the system and as such provide a valuable reporting tool.

    However, the essence of a report is the ability to share it with others and there is no mechanism to do this. At present these reports are on the screen only and short of taking a screen snap there is no way to pass them around.

    I would find it very valuable if there were an "Export" button which allowed us to receive a download of the dashboard in Excel (CSV??) format. This would allow…

    8 votes
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    4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  10. Signatures for blog posts and forums

    Many forum and blog sites allow their contributors to add signature files for their participants. The can contain personal and contact information for the person, as well as any links and maybe even a quote or a photo

    Requested
    When a member is logged in they can define a "signature" as part of their profile/information. This would be limited in size (we don't want them too big!) and they could set it up so that it is appended to the bottom of every blog comment and forum reply that they make.

    8 votes
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    4 comments  ·  Blogs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Email Forward Option

    Within our membership renewal reminder email, we would like to include a link that says "Send to a Colleague" which forwards the email to other non-members. When you click on the link, a new window opens with the ability to enter multiple email addresses and enter a personalized message. The original email and your message is then forwarded to these recipients.

    7 votes
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    4 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  12. 7 votes
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    4 comments  ·  Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
  13. Member seller listings to share with others

    Hello. I am very pleased with your product. I run an association that works in the Mergers & Acquisitions space. One of the essential services I need to provide is a listing page that can be searched, printed out, etc. Is it possible to integrate an Access Database into one of the pages?

    Also, we do collaboration and have document retrieval requirements. Any plans to integrate SharePoint?

    Thanks.

    Paul

    1 vote
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    10 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  14. Event Registration for viewing a video

    We are just starting to produce some webinars for our members and have opened them to the public to attract new members and establish some good PR. The webinar service, GoToWebinar, has its own registration function that forces us to re-enter registration info into our Wild Apricot database manually. While that is a chore, it's not the problem that I want addressed which is this:

    We record the webinars and would like to make each recording available for anyone to view later as long as they register so we can collect contact info. The webinar service offers this function -…

    5 votes
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    6 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  15. In honor of donations

    Is there a way to allow donors to give a gift in someone else's name? And, is there a way to automatically notify the person who the donations was made on behalf?

    8 votes
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    3 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  16. Reverse order of blog posts

    Currently our blog posts appear in reverse chronological order, starting with the latest post at the top and the earliest at the bottom. Is there a way to make them appear in
    straight chronological order? If you’re wondering why that’s necessary, it’s because our users post in this blog to advertise upcoming events at their organizations http://www.mail2web.com/cgi-bin/read.asp?mb=inbox&mp=I&mps=0&lid=0&ld=-1&lp=32000&mn=27&ed=02aKlU3gEk7dMfqaKt4PANY/iIu81W9lxOa2niRTYRQogVwdqpNVv4vniNdEFDFTcYU5H5/F9hzN
    dttUIbaLgAf/a0PIWc3cNAEwuSlhxxeyzd+quUE34WlQZXoXovCUh9l6gLS1nTv0ZYqUiqL5# ...so, for instance, right now I want the June events to be at the top and the October events to be at the bottom.

    Until you allow all page members (not just administrators) to create http://www.mail2web.com/cgi-bin/read.asp?mb=inbox&mp=I&mps=0&lid=0&ld=-1&lp=32000&mn=27&ed=02aKlU3gEk7dMfqaKt4PANY/iIu81W9lxOa2niRTYRQogVwdqpNVv4vniNdEFDFTcYU5H5/F9hzN
    dttUIbaLgAf/a0PIWc3cNAEwuSlhxxeyzd+quUE34WlQZXoXovCUh9l6gLS1nTv0ZYqUiqL5# Events, this is the workaround…

    7 votes
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    4 comments  ·  Blogs  ·  Flag idea as inappropriate…  ·  Admin →
  17. Can I add renewal date to member directory?

    In my association, members are divided into teams headed by board members. I have created directories for each team as a contact list and given access to these lists to board members only. They are asking to add "Renewal due on" to the contact list, but I don't see a way to do that. I would also like to be able to add "Member since" to our public directory of members as well.

    Is this capability already built in? If so, can you tell me where to look? If not, how do I switch this question to the wishlist section?

    6 votes
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    5 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  18. Discount Coupon Codes Reporting

    We are using discount coupon codes both to drive attendance at events and to drive membership. Our marketing model incentivizes the sales reps who call on our target audience to sell our events and memberships. When someone uses that rep's code, they get an incentive payment.

    Currently the only way to track who used a given code is to manually open each code and report on it. This becomes quite burdensome with 40 or 50 sales reps involved.

    We would request an upgrade that consolidates the reporting for these -- either:

    1. A discount coupon report that shows the member…

    6 votes
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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  19. Guest Registration - Need Variable Pricing Options

    Dear Wild Apricot and Users,

    I represent a small non-profit that uses WA to put on conferences with 80-100 exhibitors, 500 attendees and roughly $50,000 in sponsorship.

    We need a variable pricing system for guest registrations, where say a range of guests for each registration type are one price and another range is another price. Such as: Guests 1-2 are free, but Guests 3+ are a given price.

    This is why we need this service, from our perspective: At our conference, an exhibit booth comes with two registrations, but after that, we want people to pay $150 for additional registrants.…

    8 votes
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    3 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  20. need different receipt for membership/event

    It appears that we have 2 customizable receipts:

    Payment receipt

    Donation receipt

    However, we would like to give different wording on receipts for membership versus events. Our memberships are tax deductible, so we need to include our non-profit, tax deductible blurb on that receipt. But it could be confusing for someone who pays for a class, as those payments are not tax deductible. Any chance for help on this?

    9 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
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