We are a new user and have uploaded the member lists from data in our desktop database. Now we need to be sure that all our users have reset their passwords (senior group, some with limited computer skills).

We did find a way to see everyone who had logged in at least once. Admin area > Members > Advanced Search criteria: Last login date. This suited our situation because if they were able to login, that meant they had reset their passwords.

What we couldn’t get, however, was a search list of those who had never logged in. We worked around it by creating a Logged In = Yes or No field and populated it with yes for those who had logged in, then created search on No to find the others. Doable, but requires manual manipulation to keep it up to date.

One solution is to have 'Never logged in’ and ‘Not logged in as of <date>’ in the search criteria choices.

Even better would be a general search feature that excludes the searched records. You have AND & OR - it would be nice to have NOT for all searches.

Bottom Line: The matrix for controlling "Access to Others" for Profiles is insufficient. Currently the only choices are: Anyone, Members and No Access. We need another layer between Anyone and Members. This way we can use the full functionality of Wild Apricot and control access to information by delineating between the Public/Prospects and all real Members.

Discussion: What this is about is how Wild Apricot allows us and our Members to control access to the information they provide in their profiles and how they and we control everyone's privacy.

We have created two member levels:
*

Guest

*

Member

In order to make use of the full functionality of Wild Apricot, each level is given the status of Active Member.

We want Guests to be able to freely register on our web site and we want to be able to add them to our e-mailing list. We also want Guests to receive notice of our weekly speaker series. The Guests are in effect prospective members.

Our organization is run entirely by volunteers and assists experienced professions in job search and job transition. The majority of our Members are unemployed. One becomes a Member by participating in our intensive job search training program which costs several hundred dollars.

One of the services we want to provide to our Members is the ability to post detailed profiles of their professional experience and job skills. The kind of profiles we want to provide would be similar to those found on LinkedIN. This allows current Members to learn about networking opportunities among one another and it also lets them learn about inactive Members who might be willing to help in their job search. Wild Apricot handles this quite well.

In addition, we want to be able to afford our Members the option of a public listing. After all, many of them are looking for jobs. The Wild Apricot field Directory Listing Text is just what we need for this and the Public Directory page is made to order for this too. The Member can create a mini-profile promoting their own job search without revealing just the amount of information they feel comfortable.

We are restricting the profile details available to Guests and we are not placing the Guests on the Public Directory. Again, we can do this with the member level controls currently available.

So far so good. The problem arises in that we want to distinguish services provided between Members who pay a lot of money and invest considerable volunteer hours and Guests who register for free on the web site to receive notice of our events, etc. Remember our Guests are really members of the public who are prospects and we really don't want to afford them the privileges of Members. But to use the Wild Apricot features we have to give Guests the status Member Active in Wild Apricot.

So, here is the rub. We created our Public Directory which excludes Guests. We limited the profile available for Guests. Members can write short promotional profiles, if they want, for the Directory Listing Text field. Our Members who have substantial detail available to them for their profiles can control what is seen by “Anyone”, “Members”, and “No Access.” We would hope that most if not all Members would allow access to their profiles to fellow Members. Their only choice to do so is to select the Wild Apricot choice of Member, which really means ALL member levels which have been created, without distinction.

This means that all Guests who go to the Public Directory and click on any Member name will see all of the profile information that Member has available (which might include phone numbers and addresses, etc). But we DO NOT want Guests to be able to do this.

(repeating the) Bottom Line: The matrix for controlling "Access to Others" for Profiles is insufficient. Currently the only choices are: Anyone, Members and No Access. We need another layer between Anyone and Members. This way we can use the full functionality of Wild Apricot and control access to information by delineating between the Public/Prospects and all real Members.

Hello All.

The organization that I set WA up for has multiple events each week, month, year. They are looking for a way to easily capture the number of registrations and compare them over the month/year.

The feature that I would like to see is an option to select an event name (our events have a relatively standard naming system) and compare the attendance of each event that was held over a definable period of time.

It would be nice to also be able to see a list of attendees, which could be sortable/searchable by the number of times the individual attended the event in the given time period.

We would also like to be able to compare the attendance of multiple events as well. What I mean by that is to be able to see attendance from Event 1 and Event 2 over a defined time period on one screen.

Hope that all

Cheers.

Currently administrators who are not signed up as members do not have access to the "go to member view" option when signed in.

This means that all of our staff need to be set up as members, and we need to create a separate member category that is not shown in our member listing on the user page for this. It seems unnecessary for there to be a workaround for a feature that we feel should be standard.

Administrators from the organization that has purchased the Wild Apricot software should have access to all of the features of the product, which should include viewing our website as our members see it.

Because we must all be listed as members to use this function, our membership numbers will never reflect what they actually are becuase we are considered members in this system. Although this is not a huge deal, again it is a workaround that seems unnecessary.

I would suggest that it be a standard feature of administrators to be able to use the member view feature.

Thanks!

PayPal now offers many new options on it's site. For example, a basic subscription can have a duration (12 months for example). For an extra fee they also offer Installment payments and automatic billing (which is quite different than subscriptions) which would be great for our sponsorships which have a high dollar value. But WA hasn't changed it's software to reflect these new options and allow us to utilize them.

Can these options, in full or part, be added through the code? I know PayPal has the ability to add them through API but I can't tell how to make it work with WA. (and don't simply tell me to add a separate paypal button which would add a ton of work for us!)

Having these features would solve SO many problems we have with payment plans as what we are offered now is not adequate for us or our customers.

I'd like to rename the thread, or perhaps it should be a separate thread?

Enhance Payment Report to separately total Manual Payments and On Line Payments as it did before

Or perhaps it's a separate thread --- the more I think about this, the more anxious I'm getting about our event management with this new report! This is going to make our event reconciliations much harder for our event managers. The old Payment report immediately displayed the total dollars paid via check (manual), and made sense to the event managers. Manual payments are all the event managers are responsible for collecting. The on line payments go directly to the bank (Paypal for us). I hate to think of our event managers having to do MATH or export to excel to make sure the Payment report matches the checks they have collected for an event. And the Treasurer can then also easily see by event what the on line revenue is in Paypal.

I hope others chime in with the same input so that we can get this capability back ASAP!

This is a relatively minor request but something I find to be a workflow pain. As an admin, when I add a new member to the database the new member activation email does not automatically get sent out to the new member if I set their status to 'Active' initially. I have to add the member in two steps to get the email to go out -- first add them as 'pending', save it, then either go back into their record and record receipt of their payment or change their status from 'pending' to 'active' to trigger the email.

It would be nice if I could just add the member as "Active" and check a box or something when I'm to cause the activation email to go out, all in one step.

I manually entered about 200 new members this way this year b/c our organization has old-fashioned manual registration forms in addition to the online registration and many people prefer the manual form. Each one took me about 2-3 minutes to enter because of the two-step process. It adds up.

Our premium level members are looking for a better set of tools, essentially to use their profile pages as a marketing tool, to make membership more value-added. For example, they are used to higher end features available from http://psychologytoday.com . Obviously, this is not as high end a system, but for a wish list, and to make paid membership a value, these desired features are very relevant.

Member requests:

--custom URL's allowing us to list the member name in the url--or some automated option to do so, without having to manually create a redirecting page for everyone.

--SEO

--web stats: the ability for members to view, in their own profiles, some basic web statistics and analytics of views on their profile page.

So far I am very impressed with the WildApricot CMS, it's features and usability.
But I feel that the built in Email Log is lacking some features:

1) Function to delete individual entries from the log (Administrator only)
2) Function to clear the email log for individual categories (Administrator only)
3) Function to clear the entire email log (Administrator only)

An added advantage would be if the administrator could assign privileges to other users for deleting entries/clearing the email log(s)

Also relating to the email log, it would be advantageous if the log entries would display the date/time when an email was opened and a link was clicked.

These simple additions would improve what is already a great system.

Our membership application page displays information about membership. It would be useful for members to be able to view the information on the page, and to be able to show it to someone else without logging out.

But logged-in maxed out bundle administrators can't view any of the content on a page containing the Membership Application gadget. All they see is a message about the bundle being full.

If a bundle member views the page, at least they can see the content and they get a coherent error message "You are already a member." But there is useful information in the Membership Application Gadget that they can't see.

The Member Application Gadget should just be grayed out for a logged-in member. Add a message "You are already a member" if you like. The bundle admin can use their profile to add members.

But there shouldn't be a page that looks four different ways for the public, a bundle member, and a bundle admin depending on whether or not they're maxed.