I'd like to see two changes to the invoice form:

1. allow changes to the item. the best way to do this would be to allow a pull-down so that the membership level (or whatever) can be changed. People do make those changes and this allows the change to be made easily and to have it connected to the financial transactions. Without this option, my experience has been that it's a convoluted process to change their membership level.




2. insert a quantity. Sometimes people want to renew for more than one year, and the invoice does not allow this.

How do you feel about these ideas?

Robin

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 will be very excited indeed), but I am hoping that this has been raised before and is already on your development roadmap.

Can you please confirm, or perhaps suggest other options that are available.

Thanks,
Kerrin

Some observations from the field:

I understand WA is working on a major architectural back end redesign. Well appreciated.

And, I still think its one of the best non profit, membership-turnkey solutions out there..

At this point, I do have to speak up, and suggest you implore some of these real easy enhancements asap before we loose ground.

Easy stuff like having the ability to sort in the forum by last in first posted ? So common .. in fact in practice on WA forums. There are many other examples in this "wish list" that are easy, and logical.

While I do appreciate spending time on building a foundation for the future... as a biz, I would expect a bone to be thrown in from time to time.

With respect /paul

Hi,

I need to know the percentage of members renewing. Member list tells me how many accounts have Renewal Overdue, but I need some context for that number. A raw number doesn't really tell me much, since I don't know if it 100 percent of existing members, or 5 percent.

Is there any easy way to obtain this number? I tried advanced search, but I couldn't figure out parameters that would show me active versus renewed versus overdue.

If there's not a way today, could this be added in to a future version of this? It's a valuable statistic to have.

Thanks!

I put this comment in a different thread (oops!) and the Chief Apricot Dmitry said "I totally agree with your point about the usefulness of seeing a particular person's posts and I would appreciate if you could create a thread on this" Thanks Dmitry! Here it is...

It would be useful for us to see posts by each user - like in these WA forums when you click on the user's name and it brings you to a page with a tab that shows all of their posts.

Situations when we would like to see a list of each user's posts would include: when I know I posted something on a particular topic and want to follow up on it (and I forgot to subscribe to the topic) and I can't find it because the forum is large and I don't have time to sort through it all. Or, when I find a particular user's posts more helpful or informative than others, I would like to see what they had to say in their other posts on different topics. Also, we encourage members to be active on our forums and offer a reduced membership fee for a certain amount of participation - tracking this would be much easier if each member had a list of their posts.

Would this be useful to any other WA users?

I saw a request about this in the thread in general questions but would like to make a formal request - When adding a new member manually, i.e. in admin view, to allow the list of options for Membership Level to be sorted so that the first one in the list is our preferred choice for new members. When we set up the Membership Levels we weren't aware of a problem we'd have when we added new members manually. Our primary Membership Level, which is the only level available to new members, is Regular. It happens to be 5th out of 6th, alphabetically. When our Membership chair adds a new member manually she occasionally forgets to select Regular from the drop down list and the new member is added with Membership Level equal to the first item in the list, which has different features including renewal dates and different membership fields. Then someone needs to find the problem later and ask her to fix it. Membership level is used in a number of saved searches and permissions so I'd rather not have to rename the levels just so that they appear in a better order for us when we add a new member manually. As a quick fix , if you could display more than just the first item in the list it might be more apparent to the administrator that a choice needs to be made here. With just the one item showing it is real easy to skip over.

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.