Wishlist

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  1. Auto-populate address when paying by credit card

    After a member has already logged in (as well as for us on the backend) and one FINALLY (can we please shorten the number of steps to get there!) gets to the credit card screen the member address and phone number needs to be manually entered - seems like a big waste of time as WA already has that information. Could the credit card payment screen be pre-populated with that information which is necessary for the cc to process? Of course the person could always change it prior to hitting the submit button.

    54 votes
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    31 comments  ·  Online payments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Paste as Text button to editor toolbar

    After more than a year with WA, I have found that the greatest barrier to getting non-technical persons to create clean content is their ability to cleanly paste text from other sources. The Word filter works OK, but so often I see page edits made by staff that has different fonts, text background color, or different text size. I remind them to paste and copy from Notebook (or other plain text editor) to strip all formatting, but they forget and find that rather inconvenient.

    I seem to remember other WYSIWYG editors of the past (TinyMCE?) that had "Paste as Text"…

    0 votes
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    3 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
  3. Zip+4 Lookup and USPS Address Validation

    Our society sends materials using a bulk mailing permit. Each addressee in such a mailing must have a zip+4 address code. Currently, we are looking these up manually as we enroll new members, a process that is cumbersome.

    The USPS publishes an API which allows access to USPS zip+4 data and a means to clean addresses as well. We would like automated access to this data (i) to correct addresses submitted by new members either by mail or via online enrollment through PayPal.

    There should be two means to start the process: (i) a button next to the zip code…

    6 votes
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    0 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
  4. Conversion of large websites into WA

    I would tell anyone with big websites that the conversion is the most difficult part of going to Wild Apricot, especially when there is need to convert many pages. The conversion process was quite painful. We had php pages with very simple and clean html code. Our subcontractor apparently copied and pasted from the displayed webpage instead. This resulted in poor conversion of links and images. Where we had had had a central repository folder for all the images on the old website, we ended up after the conversion having images attached separately to each page and in many cases…

    9 votes
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    5 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
  5. Orbital Gateway support

    Hello! We have been super impressed with the features and functionality of the site so far and are appreciative of all the work your team does. This request is for Payment Options, our organization uses Chase Paymentech with the Orbital Gateway and we would like to see built in support to the WildApricot system rather than having to go through CRE Secure (who is extremely unresponsive and does not give off the feeling of optimal data security). We would also like to see PayPal's PayFlow Link supported as well and although that system requires using their Hosted Checkout Page, it…

    4 votes
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    3 comments  ·  Online payments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Query and Delete Archived contacts

    Square Apricot suggested I post here, so here it goes:
    There should be a way to query Archived members in order to do a large group delete based on specific criteria. As a example, query all archived contacts who do not have email addresses. Then do a group deletion of them.
    In my case we no longer support a membership level. but we have 1200+ archived members that still hold the level. I cannot delete the level (to clean up the summary page) because contacts - although deleted - still hold that level. My only options are: 1) individually edit…

    8 votes
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    3 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to Lapse and Archive Member in separate stages

    Hi

    It would be great if we could lapse a membership at one date and then archive the record at a later date. At the moment the two only exist at the same date option on the renewal workflow.

    The reason for this would be to restrict access to events once the Membership has expired, but allow people to log on to renew. If they do not renew within, say, six months, they could then be archived.

    At the moment, to achieve this, we create Membership Levels called Lapsed Individual, with a renewal period of Never (so that they can…

    2 votes
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    2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  8. Overhaul WA HTML e-Mail to send out REAL HTML standard

    A while ago I realized why my RESPONSIVE HTML e-Mails weren't responsive: I found out that the Wild Apricot eMail System does not send out WW3 confirm HTML eMails, as it "cleans" all HTML code from the templates that are not inside the <body> tag while sending it out.

    This is a real problem because eMail clients like Apple Mail and others totally depend on the correct DOC Type and <meta> tag structure and content to correctly display HTML and give the viewing device the chance to arrange the layout according to the designer's CSS code. Without the complete HTML…

    4 votes
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    2 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  9. Financial Reset to Zero Option

    Our payments for invoices and event fees are paid by either cheque in the mail, cash at the events, or sometimes by Visa on line.

    As our organization is volunteer, the recording of all payments is kept in an excel file, as it has been to laboursome for our volunteer administrators to spend the time to update all that info into the Wildapricot system.

    Ya.. I know.... But we are trying to get better at that.

    Our memberships go from Feb to Feb with a reset on annual membership.

    Because of this, it does not matter to us what happened…

    2 votes
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    0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  10. Customization of Member profile page

    What do you think of moving the placeholder (or give us the option to do this) for the personal photo and/or company logo fields to the upper right hand corner of the member profile display page. Look like the page has a nice blank space there (see attached) that would be perfect home for these images. That way, you have the name and photo at the top of the member profile.

    While on that subject, do we have the ability to modify the font size for the member display list?

    Overall. you program is outstanding. I am very impressed with…

    53 votes
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    33 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  11. Archive events

    Be able to archive events so they no longer show in the event list and do not delete any invoices. But still be able to access them in a search. Kind of like archiving members.

    85 votes
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    27 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  12. Database Fields Custom Validation - e.g. regular expression, IBAN Bank number, phone

    While I am pleased with the site overall, it's clear that it does lack some features that I consider essential, although not critical.

    One such feature is field validation of database records.

    Currently there is very limited field validation.

    I would request more robust import and user entry field validation capabilities to keep data clean. Without this capability, the database very quickly starts to contain garbage fields.

    For example, currently a user may enter their phone number in any format they choose, including completely invalid phone number entries. The same is true for zip code fields and others.

    86 votes
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    30 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. PayPal Standard limitations on WA

    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…

    15 votes
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    5 comments  ·  Online payments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Credit Memo for Invoice

    Can this be done?

    We have an event - it's cost is $450. member signs up, invoice is produced and the member pays $450. - nice and clean

    Then, for a host of reasons, the cost is reduced at a later date by $80 and a refund check is issued. I want to issue a credit memo for the $80 so the member has this on their account and then we record the refund check issued and the account is back in balance.

    The net revenue for this event is $370.

    How can we do this?

    Thank you in advance,

    15 votes
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    16 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Members to update Credit Card details for recurring payments - e.g. expired card

    We have a membership(subscription) based business (www.studyleadership.com) utilizing your service. Ninety-five percent of our business is based on recurring credit card payments, so managing credit card numbers and expiration dates becomes a huge chore if we have to do it manually.

    Because there is no current interface for our customers to update their credit card information when a payment does not go through, we need to send an email and then get on the phone to gain their credit card info securely. With hundreds of members, this seems to be a very unneeded hassle. It costs us a…

    36 votes
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    26 comments  ·  Online payments  ·  Flag idea as inappropriate…  ·  Admin →
    Resolved  ·  Team Payments responded

    I’m glad to announce that we have released this update in v. 5.10.

    Any member on recurring level can now update credit card at any time. To prevent recurring payment failures we remind users about credit card expiration 2 weeks before the date (Administrators can customize this email or disable it completely).

    Need to note, that updating credit card works only for Stripe, Authorize.Net, Moneris and PayPal PayFlow Pro payment gateways. For payments from PayPal Standard & Express Checkout update credit card and expiration messages are handled by PayPal itself.

    We have a bunch of other improvements in 5.10. Check out our release notes! https://help.wildapricot.com/display/DOC/Release+5.10

    Oleg, Product designer @ Payments team

  16. Provide a way to change membership level during renewal

    Current Behaviour

    During membership renewal a member may have more than one membership level available. Choosing among them is cumbersome. The member clicks one button to renew at his current level or clicks another button to choose a different level.

    Also, changing the membership level doesn’t act like a renewal as regards calculation of the Renewal Due date. Desired Behaviour

    Use one button for both functions. If multiple membership levels are available, show “Renew and choose membership level” on the “Renew until …” button. This would give the member a choice that looks like that on the membership application form.

    103 votes
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    59 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  17. Installments / Payment plans for events and memberships

    Could Wild Apricot users offer their members an introductory trial rate for, say 30 or 7 days, followed by, say quarterly or six-monthly payments to spread the cost over the year?

    That is very helpful during a recession, when many WA website users will find revenue dropping as their members cut back. To be able to spread payments looks very attractive to new prospective members: four quarterly payments of $10 is much easier on the budget than one payment of $40.

    The introductory trial could be free, or at a pro-rata cost for 30 or 7 days. During the…

    182 votes
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    151 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  18. Emailing: Improve Adding Recipient Workflow

    We are "Husky" development team at Wild Apricot named, responsible for emailing area of the product.

    We’re putting finishing touches for our next release in Aug-Sep, which will include big improvements to our emailing workflow. These improvements are the first step to centralize emails management into one module and allow email scheduling and many other features in the future​.

    But we need your help to make sure we’re on the right track.

    There is one feature that we didn’t change but we would like to improve: “Adding Recipients”. Before we design improvements, we want to know a few things about…

    34 votes
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    29 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
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