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  1. When paying invoice in full, copy internal notes to payment record

    Our membership coordinator enters many renewals manually. She selects the renew button enters an internal note on the invoice, selects the tender and clicks on "Payment Made In Full". When trying to reconcile the payments she wants to export the payments & refunds record and see those notes. We would like to see the invoice internal notes transferred to the payment internal notes if the "Payment Made in Full" button is activated for manual renewals, otherwise it takes extra steps to put the notes in the payment internal notes field.

    3 votes
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    1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  2. Separate form field labels from field ids

    Wild Apricot's current requirement that all field labels be unique results in cluttered forms when the same information is required in different contexts. For example, a form that requires the name, email, cell phone for the event attendee, their emergency contact, their family member plus the name and phone of their preferred medical practitioner, hospital, etc. Ideally, the use of section headers would negate the need to have unique names but currently this does not impact the unique field name requirement (indeed, it is only a visual section heading; not supported as such in the code).

    Please separate the field…

    6 votes
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    1 comment  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
  3. Print range of Events

    We would like to see an advanced search added to the Events List to enable

    printing of events by date and/or tag.

    We have a lot of events in a multiple venues and require the ability to print and display a weekly list by venue (Tag)

    8 votes
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    0 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bulk create invoice/send invoice reminders

    Hello,

    I'd like to be able to bulk send invoices to a set of users, Perhaps even do this on a regularly scheduled basis if the member has an outstanding balance. Sending these individually is a huge time sink for me.

    I'd appreciate any guidance on how to do this.

    Thank you

    Dale

    72 votes
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    26 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  5. Pull member data from Linkedin profile

    Provide the option to populate a member's profile from their Linkedin profile - such as for a bio.

    22 votes
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    6 comments  ·  Integration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Batch print/email Account statements

    I would love to have a statement section that is easily batch-emailed to members/contacts who have past due individual balances.

    54 votes
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    23 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →

    We’re collecting comments and votes for now, no actual development is planned so far

  7. 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.

    8 votes
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    2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to "drip" content to members over time

    I'd like to set it up so that my members get content "dripped" to them week by week. Right now, I have 3 weeks worth of new material that all new members (including free 30-day trial members) access all at once.

    It would be great to pre-schedule and drip this content over time (daily, weekly, monthly).

    Thanks!

    20 votes
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    10 comments  ·  Blogs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Dramatically simplify membership renewal process for members

    This is a request to improve the process for members to renew memberships. Non-Profit organizations depend on memberships and membership renewals for continued funding and advocacy. As a result it’s necessary to repeatedly lobby members to renew, so it’s critical for membership renewals to be a convenient one click process to get to the Pay-Pal screen. Sending members to the home page and requiring a login and password in order to renew membership is inconvenient and cumbersome. We have two requests for improving the process:


    1. A direct link to the “membership renewal page”, bypassing the password requirement (the way the…
    57 votes
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    35 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
  10. Importing payments from QuickBooks online

    An extremely useful feature would be the ability to export payment data from QuickBooks (including the online version) into WA. Many of our corporate members pay by check, and currently we have to manually update WA to reflect those payments. That shouldn't be necessary.

    18 votes
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    2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create member directory page for members associated with events

    As of now, the only way to make a member directory is to use saved searches in the member area. But associating a search to event attendance can only be done in the contact area (and those saved searches can not be used for creating a member directory page). So my wish is to be able to create a saved search in the member area that associate a member with a specific event attendance so that I can create a customizable member directory associated with that specific event.

    Thanks.

    10 votes
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    2 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  12. Implementing an event directory

    What I'm looking for is the ability to

    1) Have the public able to search the events by tags and/or date range

    2) Add a field to the Event page to link the event to a certain member and have that show on the Member's page.

    I am creating a database of all events in a certain metro area. My members will be associations, museums, historic sites, etc. Each member will submit events for posting on our site and we need to allow the public to access this information in a number of ways:

    By Date or Date Range

    By…

    6 votes
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    3 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  13. Adding guests later or changing existing ones

    Hello,

    We frequently have members who register themselves and then at a later date, decide to add a guest. However, there is no easy way for them to do this that I'm aware of. I would love for our members to be able to sign in, view their registration, and then be able to "Add Guest" from there.

    Thanks!

    UPDATE FROM PRODUCT MANAGER: I decided to expand this suggestion to also changing existing guest list as well, like removing some of existing guests or changing their names.

    70 votes
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    27 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  14. Access to income report detail/Drill down reports

    When I create a monthly income report, I get aggregate figures for events and membership types. I would like to be able to create a monthly report, and then be able to see all the transactions that went into that report. I don't find a way to do that. I CAN get a list of transactions for a certain time period, but that screen is limited to 50 per page. A very annoying limitation. I would like to see them all, and have them in a searchable file, which I could also download.

    Mark Rougeux

    26 votes
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    13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
  15. Tracking donations with other member activity

    Hi- as far as I can tell we are not able to pull into one document (other than a statement) all of a member's activity such as their donations, events and membership. Each silo has that information, but it isn't aggregated into one document we can use for fundraising purposes. Nor it is seemingly possible to combine that information from all members.

    Donations reports only give sums, and isn't a detail list.

    We are both a member organization as well as dependent on fundraising-and I am not sure that I can gather into one place the fundraising info I need.…

    17 votes
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    8 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
  16. Court, room or equipment reservation system

    Provide a scheduling/reservation widget that makes it possible for "members" of our website (and based on their membership level) to reserve "resources" on a first-come, first-served basis.

    * A resource is anything (such as a conference room, laptop, iPad, projector, etc.) that you would like to schedule on a first-come, first-served basis.


    • Leverage current “membership level” feature to allow members to reserve a resource listed in their “membership level”. For instance, some members will have the rights to reserve a laptop but not an iPad.


    • Only administrators can add a resource to a “membership level”.


    • Leverage current “user profile” log-in…

    60 votes
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    25 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
  17. Complex price calculation

    Calculation fields - big need! We need the simple variety, such as ordering shirts, and more complex ones, like this:

    select arrival day
    select departure day
    select housing upgrade
    final price = # daysrate + # daysupgrade rate

    Right now to collect this data we have two fields, one with 6 options and one with 12 options, and they have to be manually reviewed to make sure they match up. We could put them into one field, but then it turns into about 24 options.

    It would be a relatively simple calculation if the system had that ability.

    16 votes
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    8 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  18. Tracking and setting a termination date for unpaid event registrations

    I would love to see a feature that would allow you to set an unpaid registration cancellation date. For instance, "(Member) your event registration will be cancelled if left unpaid more than ( _) days." For an employee to keep track of this is a headache. For your system to keep track of this is it's probably a few lines of new code.

    14 votes
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    2 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
  19. two factor authentication for Admins?

    one of the things I've mentioned that is a concern for us is the compromising of our member lists.Is there any wish list item for TWO FACTOR authentication for Admins?we'd be willing to have a bit more effort to login if we could get a text sent to our smart phone with a second passcode...thanksPhil

    21 votes
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    8 comments  ·  Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
  20. Inventory Database

    Hi,

    My organization has a library that we allow members to check out from every month. With that said I was hoping for 2 things.

    1) an inventory database to keep track of our media (I can see this also being useful for other things such as equipment we own or donation items we get and then give)

    2) the capability to connect members to an item. this would allow us to track who checked something out and automatically send out reminder emails to members and what they have checked out (currently this is all done my hand each month…

    27 votes
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    12 comments  ·  New features  ·  Flag idea as inappropriate…  ·  Admin →
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