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  1. 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.

    25 votes

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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create the option of indicating the distribution list in an email blast

    It would be handy to have the option to indicate on an email blast who the email was sent to in total. eg if the email was sent to all Committee Members. At the moment, members receive an email without know who else is on the distribution list for that particular email.

    5 votes

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    2 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
    Frank responded

    Interesting. But we’ll need to see more interest from other users, before we can seriously consider adding this feature.

  3. Routing of Emails for Events to different email address per event

    I need to have event registration notifications go to unique email addresses for a given event.

    Eg.

    Event1=nofication sent to a1@mysite.com

    Event2=notification sent to a2@mysite.com and a3@mysite.com

    11 votes

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    15 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  4. purging document and pictures files

    It would be very useful if there were some way to tell if a particular document or picture in our WA database is linked to something on a page somewhere on our site. I'm sure we have pictures and documents which were used at one time but are not used now. I'd like to get rid of them. Would use less space and make the management easier.

    Thanks.

    GEM

    13 votes

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    8 comments  ·  Photos / Files  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add report on event payments by tender [9008]

    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…

    7 votes

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    13 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  6. Send automatic emails for manual admin actions

    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…

    10 votes

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    9 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  7. Members to use marketing tools on their profile page - web stats, custom URL, etc.

    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:…

    17 votes

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    2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  8. Provide ability to delete manual email blasts from the log

    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…

    13 votes

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    6 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  9. AutoResponders for new members

    How about the idea of automated responses when someone signs up to become a member. Right now there is no opt-in, no "thank you" message, no nothing.

    Ideally, I'd like to setup a series of e-mails that go out at a certain frequency to new members (unless they opt-out).

    9 votes

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    10 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  10. Gadget to show recently updated pages

    Current behavior:
    users have no way of knowing which webpages have been recently updated - unless administrator manually creates a page informing them of updates.

    Desired behavior:
    Some kind of module/widget which can be inserted onto any page and which dynamically would show most recent updates.

    Notes:
    1) ideally track which pages users has already seen.
    2)What's the best way to show updates? Simplest idea: Top 10 mostrecently updated pages. For each page - show page name, date updatedand user who updated it (probably show this only to logged in members,not to the public)

    10 votes

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    8 comments  ·  Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
  11. Treat Membership Application Consistently for Public, Member and Bundlee

    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…

    4 votes

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    3 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  12. Change UI for "Date" Field Type - show separate year, month and day selection

    In developing a membership registration form for our website, I am looking to include a "Date of Birth" field. However, the "Date" field type appears to only allow one method of entering a date. In our organization, there are many members who are older, and for whom the date entry requires navigation to their respective year of birth, which presents difficulty due to the method of data entry, and the propensity of our older members to be uncomfortable using computers.

    (Admittedly, the calendar default of starting on today's date does lend itself to certain types of fields, like booking hotels…

    10 votes

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    2 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
  13. Random photo gadget

    A gadget to show one random photo from a selected photo album. The photo could be sized as needed and optionally linked to show the larger image in the album. Optionally, it could have subtext displaying the name of the member that contributed it.

    10 votes

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    2 comments  ·  Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
  14. Different Form Options for Guests

    I am hoping that someone will be able to tell me how to do this, perhaps a workaround I haven't thought of?

    We are trying to use WA for our conference registration and are having issues because we include hotel stays with our conference fees. Basically, we register attendees by group so they are either ALL members or ALL non-members. Great because the primary contact can register all of their board members/staff at one time and the system knows that they are members so their pricing will be correct. For each guest, their fee goes up $250 and for each…

    7 votes

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    5 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  15. Export of information presented on dashboard

    The main and membership Dashboards both provide do a good job of summarizing data in the system and as such provide a valuable reporting tool.

    However, the essence of a report is the ability to share it with others and there is no mechanism to do this. At present these reports are on the screen only and short of taking a screen snap there is no way to pass them around.

    I would find it very valuable if there were an "Export" button which allowed us to receive a download of the dashboard in Excel (CSV??) format. This would allow…

    8 votes

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    4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  16. 7 votes

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    4 comments  ·  Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
  17. Event Registration for viewing a video

    We are just starting to produce some webinars for our members and have opened them to the public to attract new members and establish some good PR. The webinar service, GoToWebinar, has its own registration function that forces us to re-enter registration info into our Wild Apricot database manually. While that is a chore, it's not the problem that I want addressed which is this:

    We record the webinars and would like to make each recording available for anyone to view later as long as they register so we can collect contact info. The webinar service offers this function -…

    5 votes

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    6 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  18. In honor of donations

    Is there a way to allow donors to give a gift in someone else's name? And, is there a way to automatically notify the person who the donations was made on behalf?

    8 votes

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    3 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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,…

    6 votes

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    5 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.…

    8 votes

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    3 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
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