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3398 results found

  1. Admin login to user account

    I've had numerous opportunities recently to resolve event registration and payment issues with clients.

    I deal with non-member contacts and with members at a dozen different membership levels whose memberships are in various states of completion or default. I have to try to explain to them how to navigate the system without having any real clue as to what they are seeing. Every now and again someone supplies their password and I can log in as they do only to find a world very different from what I expected.

    Can you please provide us with a way to see the…

    10 votes

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  2. Allowing a non-member to be the bundle admin

    It would be very handy if a non-member could be assigned as the 'bundle admin' for a bundle membership. For example I have a law association that has individual and corporate levels.

    Many of the corporate level members would prefer if invoices and communications were sent to a different contact rather then one of the members in the bundle (such as an admin or accounting person).

    Very often, an admin staff member is tasked to keep the bundle members profiles up to date and coordinate the payment of dues. Again, my situation may be not be the norm as it…

    10 votes

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    2 comments  ·  Members  ·  Admin →
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  3. Backup and Restore

    Ability to restore records, posts and pages to some previous version.

    Ability to role back unintentional changes is imperative.

    13 votes

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  4. Show Refunds with the Event

    Currently, if you click on Finances, then Payments and Refunds, you can see refunds issued for a cancelled event registration (i.e., through PayPal). But, there is a also Payment and Refunds tab under the Financials of the actual event, which shows nothing (please see attached image). This is very confusing. Shouldn't my Refunds also show under the actual event? (Click Events, select event, click Financials, click Payments and Refunds tab?)

    WA says they don't appear because, once you cancel the Registration, it deletes the invoice, so it has no data to find and show. WELL..... what if you didn't delete…

    8 votes

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    3 comments  ·  Events  ·  Admin →
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  5. Managing Rejected Applicantions

    My organization has certain criteria for membership. We are rejecting applicants that do not qualify. I would love to be able to:
    * Setup automated rejection emails. The system currently does not support this, which means, for every applicant I reject, I need to manually send the rejection email.

    • Track rejected applications. It would be great if this is available on the dashboard and using Advanced Searched. I would like to be able to monitor the number of applicants from month to month, and how many of those turn into members and how many get rejected.
    8 votes

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    5 comments  ·  Members  ·  Admin →
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  6. Limiting discount codes

    In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).

    Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that…

    11 votes

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    5 comments  ·  Finances  ·  Admin →
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  7. Validate e-mail addresses

    Member registration does not validate emails. This is an extra concern for sites like ours where members can join for free. Anyone can make up an email address, or worse impersonate someone else. Once an email is used, it cannot be used by another person, even if the first person is not the owner of the address and the second person is.

    Please consider adding an email validation check that sends an email and requires the applicant to use a code that was emailed (or click a link).

    79 votes

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    46 comments  ·  Contacts  ·  Admin →
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  8. Multiple invoice templates

    I search the forum, but I can't find anything regarding my situation...so I am posting it here. If there is a similar post and you can point me towards it, I would be greatful.

    I guess my first question would be - can we create more than one invoice template? I have a template set up for new members and existing members who renew. This all works fine as I have the {Payment_Instructions} set up so that they make sense for these types of invoices. The instructions thank them for their membership payment and goes through some other 'membership' specific…

    128 votes

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    48 comments  ·  Finances  ·  Admin →
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  9. 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  ·  Admin →
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  10. Joining Fees, dynamic pricing and membership upgrades

    When a dynamic pricing field has been added to membership fields to act as a one-off joining fee, this should not appear if a member upgrades from one level to another.

    Furthermore it would make much more sense to add a one-off joining fee to the membership level itself and have check boxes to determine if it is on new application only or also on renewal and also when member changes level. Simple and easy to administer.

    19 votes

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    9 comments  ·  Members  ·  Admin →
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  11. Sending test emails to manually defined email addresses

    Currently when working with email drafts it is possible to send a test email to check how it looks, make sure links work correctly etc.
    This email goes to the email address you logged in as, it would be very useful for this to be selectable so I could send it to a few people (manually entered every time, let's not get complicated here). Some like the way the Constant Contact preview facility allows test emails to be sent would be perfect.

    Regards,
    Ian
    worthing and adur chamber of commerce
    http://www.worthingandadurchamber.co.uk

    34 votes

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    15 comments  ·  Emails  ·  Admin →
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  12. 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 name,…

    9 votes

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    6 comments  ·  Finances  ·  Admin →
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  13. External LDAP support

    Hi

    We are using Wild Apricot to assist our session facilitators (approx 50) to publish details of their sessions/courses and enable online registration with the automatic collation of the registration information. The sessions we run are 99% in-house for a staff of approx 8,000.

    Each staff member has a unique ID and is a member of our identity management system. We would love to be able to offer the Wild Apricot site as part of our single-sign-on offering by connecting it to our user directory, for example via SAML.

    I don't believe this is available currently (if it is we…

    6 votes

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    5 comments  ·  Integration  ·  Admin →
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  14. Be able to followup on email recipients that did not open or click

    My wishlist item:

    The result I want is a segmented recipient list that allows me to, for example, send a follow-up message to those who clicked on a certain link or those who didn't open the email the first time.

    Right now, I can download the saved list from members/contacts then manually mark opens and clicks as I find them in the email log. I can't download the recipient list from the email log including opens & clicks, though. That would make this easier. Even better would be the ability to segment the list from within the email log where…

    98 votes

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    30 comments  ·  Emails  ·  Admin →
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  15. Show restricted access page in menu but require password to access

    Right now whatever you want to protect or restrict access to, you have to put it under a "Restricted Access" functional page.

    And whatever that is in that page is invisible, unless you log in.

    Two suggestions/wish list....

    1. Capability to designate each page whether it is to be password protected or not, without putting it under a restricted functional page. Having to create pages under "Restricted Access" limits flexibility and intuitiveness in arranging the pages.

    2. Have those password protected pages menus be visible, even without logging in, but require password to proceed any further.

    Thanks.

    43 votes

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  16. Maintain cursor position switching to/from HTML view

    If you wish to fine-tune something by switching to the HTML view while editing a page it is a major task to find the right place. Can you place the cursor in the same position when switching to/from the HTML view to make this easy?

    6 votes

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  17. Undelete

    Ability to undelete anything that has been accidentally deleted.

    The system needs to be robust, and this means ability to roll back accidental changes.

    5 votes

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    2 comments  ·  Usability  ·  Admin →
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  18. 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.…

    10 votes

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    3 comments  ·  Events  ·  Admin →
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  19. Ability for department managers to register multiple members and pay for them in one transaction.

    I would like to see added the ability for department managers or administrators to register multiple members and pay for all of them in one transaction. It may be possible to add this feature to the group bundle administrator settings. Currently, the group bundle admin can add as many new members as the association allows for one price. Maybe instead of one price, the system would mulitply the number of members added and charge the admin accordingly. Any other admins out there looking for this kind of functionality?

    We currently have a spreadsheet that a group admin can fill out…

    8 votes

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    4 comments  ·  Members  ·  Admin →
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  20. Ability to Search Custom Event Registration Fields

    I would like to request that WA consider in future updates the ability to search and filter contact and event registrants via custom event registration fields. I am using WA to manage a large state conference and have our pre-conference sessions built into the event registration and would like to email just those people, but there is no way to filter those folks out without exporting to excel. This would make managing larger events with more complicated registrations easier.

    21 votes

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    3 comments  ·  Events  ·  Admin →
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