Wishlist
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3365 results found
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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 such:
Rating: 5/5 Star Rating (1 vote)
(Common field name: input by admin)
Is this possible at all???
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 -
Charging credit cards for donations in admin view
Currently the ability to charge a credit card for a donation is not available on the admin side. We get calls from members who wish to donate and we can't charge their card for their donation. We have had to create an event called "Donations" so we can charge cards. That leaves the member profile not showing donations.
14 votes -
Bulk event management
Bulk event management (create/delete/modify) bulk delete can be done in the UI via checkboxes on the event list bulk create/modify could be based off spreadsheet export/import like we can do with contacts The current functionality is a serious impediment for us trying to add multiple events per week for several months ahead.
21 votes -
Make saved searches visible to members at member directory page
We would like to have a number of "canned" common searches available at the top of Member Directory. The Admin creates and saves a search then makes this available to others. Access should be selectable to "All members", and to each of different Admin levels.
We have members who are likely to do the same search and the only option is to give them instructions and for them to create the advanced search each time. Equally Admins are likely to be doing a search for features that they are responsible for eg renewals, this is easier because they can save searches but they can't share them with other Admins.
Malcolm
We would like to have a number of "canned" common searches available at the top of Member Directory. The Admin creates and saves a search then makes this available to others. Access should be selectable to "All members", and to each of different Admin levels.
We have members who are likely to do the same search and the only option is to give them instructions and for them to create the advanced search each time. Equally Admins are likely to be doing a search for features that they are responsible for eg renewals, this is easier because they can save…
4 votes -
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 -
Back Button to Forum Summary
My site really needs a back button to the Forum Summary after a commenter posts. It's a critical flaw. I've never seen a message board that doesn't have this function. I've already gotten complaints about it from my membership calling the software bulky and non-intuitive.
6 votes -
Financial reports in landscape format
You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.
It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.
Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.
17 votes -
Album changes to support photo contest
Our association runs an annual photo contest. The Album feature in Wild Apricot goes part way to helping us with it, but needs the following enhancements to reduce the external administration we must do today: Allow custom fields when uploading images and store info with image Submitter's Name (text) Email (text) Phone (text) Caption (text) Comment (text) Contest Category (radio buttons) Nature Life on Kahshe etc Agreement to rules and regulations (which would be on a previous page) Yes/No (radio buttons) Admin Flag each photo uploaded by a non-admin so it doesn't show until admin authorizes it Ability to show/hide custom fields when displaying gallery Want to hide submitter's ID info before judging takes place but show it after Other Store images under a pseudo file name to cover for situation where two users upload images with the same name (e.g. DSCN1000.jpg). Need to also keep original file name. Ability to limit the size of an image being uploaded (e.g. to 3 MB)
There are photo contest administration websites available, but the cost is prohibitive for small organizations like ours. This capability would be a great value add to Wild Apricot.
Greig Holder
Kahshe Lake Ratepayers' Association
Our association runs an annual photo contest. The Album feature in Wild Apricot goes part way to helping us with it, but needs the following enhancements to reduce the external administration we must do today: Allow custom fields when uploading images and store info with image Submitter's Name (text) Email (text) Phone (text) Caption (text) Comment (text) Contest Category (radio buttons) Nature Life on Kahshe etc Agreement to rules and regulations (which would be on a previous page) Yes/No (radio buttons) Admin Flag each photo uploaded by a non-admin so it doesn't show until admin authorizes it Ability to show/hide…
3 votes -
Accounts Receivable Report for selected period
The AR report only provides the current picture. If I do not remember to run it on the last day of the month it must be contrived by deleting any income and invoices. Enabling this to run for a selected period just like all the other reports would provide for correlation/proofing with our books and allow for historical comparisons that tell us if our collections are improving/lagging/meeting our goals.
26 votes -
level change approval
Can't you just add a setting for admin's to approve any level change? This would solve so many issues we have with people renewing who shouldn't be etc. It gives us the ability to approve renewals when the member has lapsed!
11 votes -
Count of Comments
It would be nice for each members post to have a counter to indicate what number post it is. This way sites could do contests and give away things to the first one to reach 50 or 100 comments. It could help encourage participation.
4 votes -
Add ability to search by last email opened date and number of emails opened
We need the ability to better manage our email contacts in order to (1) assess the effectiveness of our email blasts, and (2) better manage our software subscription cost. I put in a help ticket and was told there is no way to do this.
(1) In order to create more active involvement in our organization I want to identify non-members who open most of our email blasts so that we can make effective appeals for becoming members or volunteers.
(2) In order to better manage our software subscription cost, I am in the process of archiving non-member contacts who have not opened any of our organization’s emails in the past two years. To do this I created a “search” to identify non-members who have been email contacts for more than 2 years – in our organization there are more than 600 in this list. Then I must look at each one manually to see how long it’s been since an email was opened. This is horribly tedious and time consuming.
My request is for Wild Apricot to add to the search criteria for creating reports:
“last email open date” with selection options of “on or before” and “on or after”, and
“number of emails opened” with selection options of “greater than” and “less than”.
We need the ability to better manage our email contacts in order to (1) assess the effectiveness of our email blasts, and (2) better manage our software subscription cost. I put in a help ticket and was told there is no way to do this.
(1) In order to create more active involvement in our organization I want to identify non-members who open most of our email blasts so that we can make effective appeals for becoming members or volunteers.
(2) In order to better manage our software subscription cost, I am in the process of archiving non-member contacts who…
40 votes -
Chart of Accounts export to QuickBooks
An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.
22 votes -
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.
87 votes -
Log for members who unsubscribe
I would like to be able to easily distinguish between members that actually select "unsubscribe" to emails vs. those that are automatically unsubscribed due to multiple email failures.
That way we could more easily contact those that may have simply changed their email address, from the ones that really don't want to hear from us anymore.
I'm not sure how to tell this the way it works now.
13 votes -
When paying invoice in full, copy internal notes to payment record
Our membership coordinator enters many renewals manually. She selects the renew button enters an internal note on the invoice, selects the tender and clicks on "Payment Made In Full". When trying to reconcile the payments she wants to export the payments & refunds record and see those notes. We would like to see the invoice internal notes transferred to the payment internal notes if the "Payment Made in Full" button is activated for manual renewals, otherwise it takes extra steps to put the notes in the payment internal notes field.
4 votes -
Breakout of Registration Event Items & Donations
Our organization has several events which offer members signup registration choices at the event. To create one invoice total all of the event items must be entered under a registration event. Items that members select and pay for online are registration, workshops, meals, memento's etc. When importing the invoices for the events into Quickbooks all event items go into a general account "events". We would like to be able to separate the payments on the invoice into sub categories, i.e. registration, workshops, meals etc. The only way we can do this not is to dig out a unique part of the event description and use the Quickbooks report filters.
Our organization has several events which offer members signup registration choices at the event. To create one invoice total all of the event items must be entered under a registration event. Items that members select and pay for online are registration, workshops, meals, memento's etc. When importing the invoices for the events into Quickbooks all event items go into a general account "events". We would like to be able to separate the payments on the invoice into sub categories, i.e. registration, workshops, meals etc. The only way we can do this not is to dig out a unique part of…
5 votes -
Separate form field labels from field ids
Wild Apricot's current requirement that all field labels be unique results in cluttered forms when the same information is required in different contexts. For example, a form that requires the name, email, cell phone for the event attendee, their emergency contact, their family member plus the name and phone of their preferred medical practitioner, hospital, etc. Ideally, the use of section headers would negate the need to have unique names but currently this does not impact the unique field name requirement (indeed, it is only a visual section heading; not supported as such in the code).
Please separate the field label from the field id so that the event registration form can remain uncluttered. To automate this, perhaps you could implement the section header as fieldset and legend elements and use that to calculate the field ids within. Providing a way to specify the field id would also be great.
In addition, I have run into the same problem with the membership forms. I cannot have an "address" field that is required for one membership level and an "address" field that is optional for another membership level. Given there is no section header involved with the membership forms then a way to specify the field id would seemingly be the better solution.
Wild Apricot's current requirement that all field labels be unique results in cluttered forms when the same information is required in different contexts. For example, a form that requires the name, email, cell phone for the event attendee, their emergency contact, their family member plus the name and phone of their preferred medical practitioner, hospital, etc. Ideally, the use of section headers would negate the need to have unique names but currently this does not impact the unique field name requirement (indeed, it is only a visual section heading; not supported as such in the code).
Please separate the field…
7 votes -
Print range of Events
We would like to see an advanced search added to the Events List to enable
printing of events by date and/or tag.
We have a lot of events in a multiple venues and require the ability to print and display a weekly list by venue (Tag)
8 votes -
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. To me, this is a key statistic about member engagement. While I can track how many members have logged in, and how many have opened a specific email/newsletter, and how many have attended certain events (if I create a field to track this and manually update it), there doesn't seem to be any good way to measure email engagement dynamically in a custom search. When I send an email out, the distribution can be diced up so that the same email is sent to each region and then I can track by region how many have opened and clicked. But later if I want a more granular parsing of this data through a more specific search, there doesn't seem to be a way to access the email summary statistics. Ideally, I'd like either of these implementations:
"Email History" as a search term with qualifiers of "Percentage Opened More Than" and "Number Opened More Than" followed by a field where I could enter 1 or 10 or any number up to 100, or
"Percentage of emails opened" as a selectable field in a Custom Layout for a search.
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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