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3369 results found
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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 -
Bulk create invoice
Hello,
I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.
I'd appreciate any guidance on how to do this.
Thank you
Dale
101 votes -
Drip campaigns
I'd like to set it up so that my members get content "dripped" to them week by week. Right now, I have 3 weeks worth of new material that all new members (including free 30-day trial members) access all at once.
It would be great to pre-schedule and drip this content over time (daily, weekly, monthly).
Thanks!
39 votes -
Renewing membership for an arbitrary number of payment periods at once
We would like members to be able to pay for an arbitrary number of years, many would like to renew for more than one at a time. Currently, a member would be required to go through the renewal and payment process, then repeat the whole thing to renew subsequent years. There should be an option for selecting renewal of more than one payment period at once. I know several societies that also offer a 'lifetime' membership payment at a different (higher) rate.
5 votes -
Simplify adding new members into a bundle by removing extra steps to do
When I click "add member" from a bundle administrator page, I'd like to save a step and add the contact directly on that page, versus adding the contact, then going to the bundle admin page, clicking "add member" and scrolling to find them in the list.
10 votes -
Batch print/email Account statements
I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.
60 votesEvgeny Zaritovskiy respondedWe’re collecting comments and votes for now, no actual development is planned so far
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Additional fields for posting events
Like the requestors in http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827369-additional-fields-for-posting-events , we have a bicycle club and are considering using wild apricot software. Our bike club (as do many others) list our rides with distance, speed, terrain and ride leader and leader phone number as standard fields. This lets potential riders decide whether an event is appropriate for them.Since we plan to allow individual ride leaders to post events, having additional fields will help them make sure all the necessary information is input.
8 votes -
Pull member data from Linkedin profile
Provide the option to populate a member's profile from their Linkedin profile - such as for a bio.
23 votes -
Two-factor authentication for Admins
one of the things I've mentioned that is a concern for us is the compromising of our member lists.Is there any wish list item for TWO FACTOR authentication for Admins?we'd be willing to have a bit more effort to login if we could get a text sent to our smart phone with a second passcode...thanksPhil
47 votes -
Dramatically simplify membership renewal process for members
This is a request to improve the process for members to renew memberships. Non-Profit organizations depend on memberships and membership renewals for continued funding and advocacy. As a result it’s necessary to repeatedly lobby members to renew, so it’s critical for membership renewals to be a convenient one click process to get to the Pay-Pal screen. Sending members to the home page and requiring a login and password in order to renew membership is inconvenient and cumbersome. We have two requests for improving the process:
- A direct link to the “membership renewal page”, bypassing the password requirement (the way the “invoice” form functions), should be included in every Renewal Reminder email:
Reminder 1
Reminder 2
Renewal Day Notice
Grace Period Email Notice
Lapsed Email Notice
- The link to the “membership renewal page”, bypassing the password requirement, should be one of the “link” selections in the “edit” option for emails. This would allow us to include a direct link to membership renewal in individual customized emails.
Below is an example from a “Renew Your Membership” menu tab on our website. This is the amount of explanation and instruction that is currently necessary for members to understand what is required to renew their membership. We must also explain this in our Renewal Reminder emails! It’s way too much to have to explain, making this too cumbersome for the public’s expectations. We say “It’s quick and easy” in hopes that people won’t get turned off by the amount of instruction.
It’s quick and easy to renew online!
Login with your email address and password (bottom left corner of this page).
Tip: Be sure to use the email address that our Membership Renewal email was sent to; our system accommodates one email address for each member and relies on the uniqueness of email addresses to differentiate among memberships.
Don’t have a password? Click the “FORGOT” password button (bottom left corner of this page). A password will be automatically emailed to you at the address connected with your membership. There's no need to memorize another password!
When you’ve logged in, follow the link under the “View Profile” menu button and click the “Renew” button next to your renewal date. Your renewal payment is secure through PayPal.
This is a request to improve the process for members to renew memberships. Non-Profit organizations depend on memberships and membership renewals for continued funding and advocacy. As a result it’s necessary to repeatedly lobby members to renew, so it’s critical for membership renewals to be a convenient one click process to get to the Pay-Pal screen. Sending members to the home page and requiring a login and password in order to renew membership is inconvenient and cumbersome. We have two requests for improving the process:
- A direct link to the “membership renewal page”, bypassing the password requirement (the way the…
66 votes - A direct link to the “membership renewal page”, bypassing the password requirement (the way the “invoice” form functions), should be included in every Renewal Reminder email:
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Admin ability to disable workflow emails
I have searched for help on this and not located any. I would like to be able to disable workflow emails but leave our organization eblast emails in place. I can understand why you don't want the member to be able to do this but I would like to.
When our members receive a renewal invoice and have elected not to renew, they often let us know. They may have a couple weeks left of their membership which would include several more renewal reminders they don't need. However, I cannot end those as a courtesy without stopping all their email, or suspending them early, cheating them out of the last days of online benefits. Since non-member contacts can still receive emails for as long as they want, this doesn't make sense.
The only work around I see is to note on my calendar to reinstate emails after their last lapsed/expired notice date has passed, which is cumbersome. Am I missing something?
Thanks.
I have searched for help on this and not located any. I would like to be able to disable workflow emails but leave our organization eblast emails in place. I can understand why you don't want the member to be able to do this but I would like to.
When our members receive a renewal invoice and have elected not to renew, they often let us know. They may have a couple weeks left of their membership which would include several more renewal reminders they don't need. However, I cannot end those as a courtesy without stopping all their email,…
1 vote -
Importing payments from QuickBooks online
An extremely useful feature would be the ability to export payment data from QuickBooks (including the online version) into WA. Many of our corporate members pay by check, and currently we have to manually update WA to reflect those payments. That shouldn't be necessary.
19 votes -
Adding guests later or changing existing ones
Hello,
We frequently have members who register themselves and then at a later date, decide to add a guest. However, there is no easy way for them to do this that I'm aware of. I would love for our members to be able to sign in, view their registration, and then be able to "Add Guest" from there.
Thanks!
UPDATE FROM PRODUCT MANAGER: I decided to expand this suggestion to also changing existing guest list as well, like removing some of existing guests or changing their names.
90 votes -
Create member directory page for members associated with events
As of now, the only way to make a member directory is to use saved searches in the member area. But associating a search to event attendance can only be done in the contact area (and those saved searches can not be used for creating a member directory page). So my wish is to be able to create a saved search in the member area that associate a member with a specific event attendance so that I can create a customizable member directory associated with that specific event.
Thanks.
10 votes -
Inventory/Asset management
Hi,
My organization has a library that we allow members to check out from every month. With that said I was hoping for 2 things.
1) an inventory database to keep track of our media (I can see this also being useful for other things such as equipment we own or donation items we get and then give)
2) the capability to connect members to an item. this would allow us to track who checked something out and automatically send out reminder emails to members and what they have checked out (currently this is all done my hand each month and the library has a separate excel doc with emails and information which is already in WA)
If these 2 things aren't possible I'm hoping for at least a connection to a MySQL database possible.
Thanks!
Hi,
My organization has a library that we allow members to check out from every month. With that said I was hoping for 2 things.
1) an inventory database to keep track of our media (I can see this also being useful for other things such as equipment we own or donation items we get and then give)
2) the capability to connect members to an item. this would allow us to track who checked something out and automatically send out reminder emails to members and what they have checked out (currently this is all done my hand each month…
42 votes -
Court, room or equipment reservation system
Provide a scheduling/reservation widget that makes it possible for "members" of our website (and based on their membership level) to reserve "resources" on a first-come, first-served basis.
* A resource is anything (such as a conference room, laptop, iPad, projector, etc.) that you would like to schedule on a first-come, first-served basis.Leverage current “membership level” feature to allow members to reserve a resource listed in their “membership level”. For instance, some members will have the rights to reserve a laptop but not an iPad.
Only administrators can add a resource to a “membership level”.
Leverage current “user profile” log-in feature to authenticate “members”.
Within the above, establish the following reservation permission rights:
* Administrator - can view, create, edit and delete any reservation
* Member - can view all reservations. Can create a reservation based on "membership level" but can only delete his/her own reservation.Display a calendar for each resource to display all current reservations. Better yet, combine all resources into a master calendar – separate by color or other..
Provide a scheduling/reservation widget that makes it possible for "members" of our website (and based on their membership level) to reserve "resources" on a first-come, first-served basis.
* A resource is anything (such as a conference room, laptop, iPad, projector, etc.) that you would like to schedule on a first-come, first-served basis.Leverage current “membership level” feature to allow members to reserve a resource listed in their “membership level”. For instance, some members will have the rights to reserve a laptop but not an iPad.
Only administrators can add a resource to a “membership level”.
Leverage current “user profile” log-in…
78 votes
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