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3365 results found

  1. block renewal for accounts with outstanding invoices

    If account has outstanding invoices, the software will not allow account to be renewed (generate renewal invoice) until paid in full.

    5 votes

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    2 comments  ·  Members  ·  Admin →
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  2. Keep financial information about bundle after switching bundle administrator

    This actually works quite well for us and is the main reason we chose WA. The only thing that I think can be confusing is that sometimes we switch who is the bundle administrator but the account information of previous invoices and payments stays with the member not the new bundle administrator – so you can be in a situation whereby clicking on the bundle administrator account doesn’t always tell the whole story financially

    12 votes

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    1 comment  ·  Members  ·  Admin →
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  3. blog preview phone, ipad and computer formats

    preview formatting for phone, ipad and computer for blogs

    4 votes

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    0 comments  ·  Blogs  ·  Admin →
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  4. Event eMail Templates

    Could you add the Event leader (name, telephone and email) to the macro list for event email templates. I'd like to see users who sign up to be told to "Please contact <event leader> at <event leader's phone #> or via email at <event leader's email> in the default event confirmation process. I'm aware I can add that individually for each event created.

    21 votes

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    6 comments  ·  Events  ·  Admin →
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  5. Consolidated Invoice to Non-Member/Contact

    We have bundles but the person who pays is invariably not a member (nor should they be). We have no way to send a bundle invoice to a non-member for payment. This is causing a LOT of issues.

    In addition, we often need to manually create an invoice to set up an invoice outside of WA to allow an organization to pay for memberships and open event invoices for a single payment.

    This is an extremely painful and manual process. Sometimes, we can find a way to do this (please see attached example), but most of the time, we can't.

    10 votes

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    0 comments  ·  Finances  ·  Admin →
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  6. Provide a page where a veiwing member or not, can forward to a friend. Other websites call it "Tell A Friend". The point is if you are int

    Provide a page where a viewing member or not, can forward to a friend. Other websites call it "Tell A Friend". The point is if you are interested in a particular event, whether you can make it or not, you can forward the event page to someone you think is interested. You provide your email and the friend's email.

    10 votes

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  7. Need transaction description to go to PayPal

    Want more information to be passed to PayPal from Wild Apricot (e.g. what payment is for - membership, event payment) and which program a donation is being directed to (e.g. 1st fundraising campaign, 2nd fundraising campaign).

    73 votes

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    13 comments  ·  Finances  ·  Admin →
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  8. Full-stack finance management in Wild Apricot

    Add a managing finances overall the organization...

    I mean not only membership and event payments but overheads and all clerical /admin chores... because all of that still lives in Excel :(

    Planned growth for coming years, etc...

    27 votes

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    16 comments  ·  Finances  ·  Admin →
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  9. Make donation macros available for email blasts

    There are many times that I need to send letters on our company letterhead. As a work around, I have created email templates of such letters that include contact macros that I use to cut and paste into word documents. An example of this is when we need to mail out a letter of remembrance to families of lost ones to receive a letter that a donation has been made in their lost one’s name. I have created an email template called Donation-Memorial. I would need to insert donation fields in this template. Is there a way to access or…

    2 votes

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    0 comments  ·  Emails  ·  Admin →
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  10. Make Forum and Topic subscriptions consisten

    The inconsistency of subscribing to forums vs. topics is very confusing and difficult to explain to members.

    Current behavior for subscribing:
    You subscribe to forum on the forum page and then go to your Profile to change frequency. When you Create a Topic you get an option to subscribe and set frequency on the new topic page and don't need to go to your profile. Why can't you do the same for the Forum?

    Emails:
    If you subscribe to a forum you only get the titles as a summary. If you subscribe to the Topic you get the full post.…

    3 votes

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    1 comment  ·  Forums  ·  Admin →
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  11. Change "Guests" to "Teams" and make mandatory field

    We are registering school teams for a competition. We'd like to be able to either change the word "Guests" to "Teams", or have another option other than "Guests". Also, we'd like to make the field mandatory -- we had schools register, but they didn't see "Guests" all the way at the bottom, even with highlighted reminders, so they didn't register their teams. If it could be made to be a required field, they wouldn't miss what is at the bottom of the page.

    4 votes

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    0 comments  ·  Events  ·  Admin →
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  12. SEO: Custom meta description and title tag for each Event. Also a "list title" as opposed to Page Title and Headline

    Please give more robust Search Engine Optimization capability to those of us who know its importance and know how to use it.

    It's more than "SEO"; it's a matter of site functionality.

    We get a lot of visitors from search engines. Often they find and go directly to an event description page, or the overall list of events, where they register and have are not even aware that they should know more about us first. For this reason, and for SEO reasons, we would benefit greatly if we were able to tweak the displayed page title and search snippet for…

    20 votes

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    5 comments  ·  SEO  ·  Admin →
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  13. Upcoming EVents for Multiple days

    Please add a option for Events to show or not show in Upcoming Events. When there are multiple days like a Pilates class a week it takes up all of the Upcoming calendar.

    3 votes

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    0 comments  ·  Events  ·  Admin →
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  14. Event Confirmation System Page

    Can the event confirmation page, be included in System Pages, to be able to customize?

    3 votes

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    0 comments  ·  Events  ·  Admin →
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  15. Advanced Search field needed: Latest Registration Date

    Apparently there is no way to search Contacts for Latest Registration Date?

    Why is this missing? For example, there ARE criteria for Latest Donation Date and for Last Login Date. None for Registrations.

    I realize we could check off specific events since a certain date, but that is a monstrous chore, and the checkmarks aren't sticky. Even if I save that checklist as a "dummy" search for use later, all the checks disappear if I try to modify it (which might be necessary if only because we've added a more recent event).

    It would be some help if we could…

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  16. Sage Accounting

    Can you have WA sync with Sage Accounting?

    8 votes

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    0 comments  ·  Finances  ·  Admin →
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  17. Event Registration - members with guests

    Events Registration - program to have the linked registration function write the hosts name in the linked registration field if the host has guests. So the data export to an excel file can be sorted to assign sit together tables for table assignment?

    host name ...... host name
    host name ...... guest name
    host name ...... guest name

    The host name .... guest name write is already there, it just requires the host name .... host name write.

    This is a definite requirement for clubs that have meetings with table seatings and would take a WA programmer 2 secs to…

    8 votes

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    2 comments  ·  Events  ·  Admin →
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  18. Starting page at a lower level

    Personalize starting page at more granular level, below membership level

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  19. Ability to customize security aspects of {Registration_buttons} macro (warning message, auto-login behavior) in event announcements emails

    Current behavior:
    When an event announcement email includes the {Registration_buttons} macro
    - buttons has the ability to auto login recipients
    - security warning advising against forwarding the email will automatically appear in red at the top

    There are some issues with this solution:
    - "scary" security warning may reduce attendee engagement
    - risks of having autologin link in email might not be clear enough
    - there is no customization available (i.e there is no way to switch off autologin functionality and remove message)

    Desired behavior:
    We need to find proper balance between usability and security here

    20 votes

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    7 comments  ·  Events  ·  Admin →
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  20. wiki

    What is the feasibility of having WA add the ability to create a wiki as part of their webpage building suite of tools?

    7 votes

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