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  1. Ability to pass directory page search criteria via URL

    It would be great to be able to pass a search criteria to the member directory page.

    Here is a scenario I currently have that would greatly benefit from this: I currently have a list of states listed a page. I would like to be able to link these to a listing of all members in that state. Currently this has to be done by creating 50 saved searches and 50 directory pages. The ability to simply prepopulate search fields would be very useful in this and other situations.

    3 votes
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      Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
    • Printing the Quickbooks Export Transaction Report [16340]

      Not sure why there isn't functionality already for printing a generated reports through WA. But this would be very helpful to have a report of what you are preparing to export then import into you accounting software and then be able to print said report as documentation for it. (checks/balances).

      I have attached a screenshot of the report in dispute.

      Karl Wiley

      National Correctional Industries Association

      4 votes
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        Collecting comments  ·  0 comments  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
      • Import of Legacy Subscriptions

        We must migrated to WA and the one thing I couldn't do which would be nice would be to import email subscription options from our old system. The import function didn't allow me to select the Subscription field even though it's a field that can be exported.

        This was my work around. I created groups that matched each of our subscription options and imported to them. I then created saved queries that included anyone subscribed to that option OR anyone in that group to continue sending to the same people. The problem is people who want to unsubscribe can't do…

        3 votes
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          Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
        • Check if a registrant is still a member by event start date - and if no, do not allow member price

          when an event is created have the option to get member pricing based on:

          a) Member status on date of registration for event

          b) member status on date of event

          or c) Both: member must be member at date of registration AND member on event date.

          Currently only option "A" above is used, so if a member is a member in January, and registers for an even that is scheduled in May, and membership lapses in February, they still get member pricing because they are member on day of registration, and date of event is not used.

          3 votes
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            Collecting comments  ·  1 comment  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
          • Membership-specific administrators

            Each of our membership levels has a different staff person as a liaison. We'd like the bulk/group emails and other functions to come from/be associated with the designated staff liaison rather than from our general account administrator email/account. Without this feature we are forced to use our generic info@ email address as our administrator account email. This gets very confusing and cumbersome because we don't want our program assistant to be bombarded with all these emails that she then has to sort through and forward to the right person on staff.

            3 votes
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              Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
            • Numbers payments receipts

              Good day,

              Is there a way for manual payments (offline) to have the consecutive number added to the email receipts?

              This is the only thing holding up our organization from using wild apricot 100% for all our billing.

              Our finance people require this or they can't accept it.. Invoicing does it already, it should be too hard to make it happen with payments.

              Thanks

              Nick

              3 votes
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                Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • More Detail Level in Financial Reports

                As of right now, when you run a Payments/Refunds report it only shows what invoice type, like Membership Renewal or Conference, was paid for. I would love for it to include the membership level, and for conference payments a list of the add-ons purchased. Or maybe we could integrate General Ledger account numbers into the system, and the reports could just do a breakdown, like $300 - 500 (Conference Registration)/ $50 - 525 (Conference Dinner).

                It would also be awesome if I could get a Income Report based on the payments received instead of invoice date like it currently is…

                4 votes
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                  Collecting comments  ·  0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                • Simplify adding new members into a bundle by removing extra steps to do

                  When I click "add member" from a bundle administrator page, I'd like to save a step and add the contact directly on that page, versus adding the contact, then going to the bundle admin page, clicking "add member" and scrolling to find them in the list.

                  3 votes
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                    Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                  • Move column description above the entry on the form

                    Can the description of a column be moved above it on a form? Right now, on a registration form, I can add a description, but it shows up BELOW the textbox/radio buttons/checkboxes/etc on the form. This is really confusing on the form. I would like the description to show up at the top.

                    For example, I have a column called "Volunteer" where I am asking when my member can volunteer to help out. This is a required multiple choice column that has 9 options. But the description of this column doesn't show up until after all the choices are listed.…

                    2 votes
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                      Collecting comments  ·  1 comment  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
                    • Event receipts invoice - event registrations without the address fields.

                      Event receipts

                      Receipts can only be set up to include members addresses. Most of our paid registrations are non-members so when they receive a receipt it doesn’t have their address on it.

                      I know I can get around this by adding address fields to the common fields in settings but for most of our unpaid events the address is not necessary and only makes the registration process unnecessarily longer. Also when we get our VIPs to register for free at our events it is sometimes inappropriate and certainly unnecessary to ask for an address.

                      Is there any way around this?…

                      2 votes
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                        Collecting comments  ·  1 comment  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                      • importing data from other CRM software

                        currently our organization uses salesforce and has used it for the last 10 years. if we were to transition to WA, it would be invaluable to be able to bring that information over. i don't know what the export file looks like, but i imagine there are many transaction details for each member, as well as renewal information, and notes.

                        2 votes
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                          Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                        • All common fields checkbox - turn off all common fields

                          I have many common fields. If I want just a few of them on a registration form for an event, I have to turn them all off individually. I'd like to see the All common fields checkbox turn off all the common fields, or turn them on, respectively. Currently, turning off this checkbox only gives me the ABILITY to turn off common fields in my registration form. What is the point of that?

                          2 votes
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                            Collecting comments  ·  1 comment  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
                          • Events: Pin an event to top of list

                            I would like the ability to pin an event to the top of the Event List when viewing the listview version of events (not calendar view). Some organizations have one or two events (e.g., Annual Conference) that are really important and they always want them displayed at the top of the list -- all year long.

                            Kim

                            3 votes
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                              Collecting comments  ·  0 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                            • Avoiding empty links to "View Details"

                              Our public membership directory has a whole series of entries with worthless and empty "View Details" links. They result from members who indicate that they are willing to make their directory information "public" but then don't make their names or any other information actually viewable by "anyone." In other words, the contact indicates "yes" to the entry asking about inclusion in the Member Directory. The instructions are: "Choose "yes" to share your contact info in general; choose what data via the member profile." In each case the members have restricted all contact details to members only. As a result, there…

                              2 votes
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                                Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                              • Income Forecast Report

                                I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.

                                This will allow for better budgeting.

                                Maybe even a yearly graph so we can see which months we will not see much income from renewals.
                                This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.

                                I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.

                                Thanks

                                David

                                2 votes
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                                  Collecting comments  ·  1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                • Multi-Session Events

                                  Hello,

                                  Both of our divisions host a number of events that actually occur over multiple time-space blocks. Much as, say, a college class would be organized, registering for one event actually entails being potentially scheduled into all of the subsequent sessions of the event on that schedule. A subset of these events are tournaments whereby not everyone signed up for the event will continue to the next session; in this case the event's sponsor or coordinator will want to adjust the attendees proceeding into a subsequent session. To complicate matters some multi-session events may have a single registration fee that…

                                  2 votes
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                                    Collecting comments  ·  1 comment  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Make all images in Member Directory same width and height.

                                    Hello, is there code that can resize all images in the Member Directory? My images all seem to be of different width and height. I would like to have them all the same size. It would look a lot cleaner. Thank you.

                                    2 votes
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                                      Collecting comments  ·  1 comment  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Collapse/Expand view for membership level list

                                      PLEASE add a feature to "collapse" and "expand" the membership level admin list so there is a view that only shows the level names. I have so many that scrolling endlessly to make changes is maddening.

                                      2 votes
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                                        Collecting comments  ·  1 comment  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Page Transitions

                                        Dear WA,

                                        It'd be great to have the ability to select page transitions, rather than the standard.

                                        For example a fade in/fade out page transition - e.g. https://www.asiacmi.com

                                        We think this will add to the front end look and please our clients to have a slick transition.

                                        Thanks

                                        Alex

                                        3 votes
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                                          Collecting comments  ·  0 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Format Payment instructions for this event

                                          Is there a way to format the Payment Instructions for an event? Wouldn't that be a valuable thing to do? I can make my event all fancy-like, but when it comes to the payment page I don't get control over how it looks. I'd really like to be able to bold some things or make some fine print.

                                          2 votes
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                                            Collecting comments  ·  1 comment  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
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