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3396 results found
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Force Custom Required Field to Be Entered for All Bundle Members at Renewal
Occasionally we add a new custom field to our membership profile page and we'd like to require that this new field get filled out for all members when a bundle admin renews. Currently the renewal process forces only the Bundle Admin to fill in the new required field. It remains blank or null for their bundled members, and our membership is lazy and won't fill out the new field unless the system requires it.
Thanks,
David.
3 votes -
Simplified Membership Fields for Adding Members to Bundles
I would very much like the ability to have a custom field be required for Bundle Admins only (or the single person membership when not part of a bundle). We are a swim club and we need to capture data relevant only to the family (or the individual when not part of a family).
It is awkward for our members when the bundle members each have to fill out a field that applies only to the family unit, and even worse when the bundle admin, during the process of entering or updating their family's data, has to fill out a field repeatedly for each family member.
Thanks,
David
I would very much like the ability to have a custom field be required for Bundle Admins only (or the single person membership when not part of a bundle). We are a swim club and we need to capture data relevant only to the family (or the individual when not part of a family).
It is awkward for our members when the bundle members each have to fill out a field that applies only to the family unit, and even worse when the bundle admin, during the process of entering or updating their family's data, has to fill out a…
73 votes -
Count of Comments
It would be nice for each members post to have a counter to indicate what number post it is. This way sites could do contests and give away things to the first one to reach 50 or 100 comments. It could help encourage participation.
4 votes -
Back Button to Forum Summary
My site really needs a back button to the Forum Summary after a commenter posts. It's a critical flaw. I've never seen a message board that doesn't have this function. I've already gotten complaints about it from my membership calling the software bulky and non-intuitive.
6 votes -
registration confirmation e-mail template
In the email template that automatically confirms a registration, it would be hugely helpful if the invoice number generated by the registration was included as macro field. We often have registrants sending us their confirmation email, but it doesn't refer to the registration number/invoice.
Thanks!
5 votes -
Shopping Cart ability
I think it would be really useful if the website had a shopping cart feature similar to how Amazon allows you to build up your purchases and then just check out once.
My members find it frustraiting that they have to go to the membership area to renew their membership and check out. Then go back in to make a donation and then check out. Then go back in to register for their events. A lot of times they have to check out twice to cover registration and the add/ticketed events which means they have to then check out two more times.
I think it would be really useful if the website had a shopping cart feature similar to how Amazon allows you to build up your purchases and then just check out once.
My members find it frustraiting that they have to go to the membership area to renew their membership and check out. Then go back in to make a donation and then check out. Then go back in to register for their events. A lot of times they have to check out twice to cover registration and the add/ticketed events which means they have to then check out two…
45 votes -
Charging credit cards for donations in admin view
Currently the ability to charge a credit card for a donation is not available on the admin side. We get calls from members who wish to donate and we can't charge their card for their donation. We have had to create an event called "Donations" so we can charge cards. That leaves the member profile not showing donations.
15 votes -
Exporting of credit card type
It would be really great if there was a way to export the type of credit card used in the payment export. We balance our deposits into our bank account and American Express is deposited separate from all other bank cards. It would be great to export the payments from a certain time period, sort by credit card used and then calculate totals by card type so we can reconcile our bank statements. Currently it is a manual effort.
4 votes -
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.
4 votes -
e-mail moderation facility
Hi
It would be useful to have the facility to have all e-mails created by non administrators (e.g. by event managers) to have to be moderated (i.e. approved) before sending by an administrator ?
All the best
Colin
2 votes -
Multi-currency
We have members in different countries (US, Canada, Europe, and beyond);
It would be helpful, if the system accepted multiple currencies (at least USD, CAD and Euro).
51 votes -
Bulk event management
Bulk event management (create/delete/modify) bulk delete can be done in the UI via checkboxes on the event list bulk create/modify could be based off spreadsheet export/import like we can do with contacts The current functionality is a serious impediment for us trying to add multiple events per week for several months ahead.
21 votes -
Breakout of Registration Event Items & Donations
Our organization has several events which offer members signup registration choices at the event. To create one invoice total all of the event items must be entered under a registration event. Items that members select and pay for online are registration, workshops, meals, memento's etc. When importing the invoices for the events into Quickbooks all event items go into a general account "events". We would like to be able to separate the payments on the invoice into sub categories, i.e. registration, workshops, meals etc. The only way we can do this not is to dig out a unique part of the event description and use the Quickbooks report filters.
Our organization has several events which offer members signup registration choices at the event. To create one invoice total all of the event items must be entered under a registration event. Items that members select and pay for online are registration, workshops, meals, memento's etc. When importing the invoices for the events into Quickbooks all event items go into a general account "events". We would like to be able to separate the payments on the invoice into sub categories, i.e. registration, workshops, meals etc. The only way we can do this not is to dig out a unique part of…
5 votes -
Financial reports in landscape format
You offer a very attractive format for your financial reports, i.e. income and aged receivable reports specifically. You currently offer to download these reports in either excel or pdf. format but only in a portrait view. To produce a report covering several months requires the download to be printed on several pages.
It would be very helpful as webmaster to download these pdf. reports in a landscape format so I could share with my board.
Downloading in excel provides the material in a landscape format but you lose all the attractive formatting that appears on the screen.
18 votes -
Add Recent Renewals to Member List Summary
I use the Member List Summary page all the time to keep an eye on current membership numbers, but I would love to see an added column that shows how many members have renewed in the last 7 or 30 days (in addition to the "New In Last" columns).
Because we have a large number of lapsed members in our database, the "New in Last" columns are not always helpful to me on their own, either in terms of giving an accurate idea of recent membership activity, or in easily finding a lapsed member who has recently renewed. An additional "Renewed in Last" section (or even a combined "New/Renewed in Last") section would give me a much better high-level view of overall recent activity, and I would imagine that would be true even for organizations that do not have a large number of lapsed members in their database as we do.
I use the Member List Summary page all the time to keep an eye on current membership numbers, but I would love to see an added column that shows how many members have renewed in the last 7 or 30 days (in addition to the "New In Last" columns).
Because we have a large number of lapsed members in our database, the "New in Last" columns are not always helpful to me on their own, either in terms of giving an accurate idea of recent membership activity, or in easily finding a lapsed member who has recently renewed. An additional…
4 votes -
level change approval
Can't you just add a setting for admin's to approve any level change? This would solve so many issues we have with people renewing who shouldn't be etc. It gives us the ability to approve renewals when the member has lapsed!
11 votes -
Admin ability to disable workflow emails
I have searched for help on this and not located any. I would like to be able to disable workflow emails but leave our organization eblast emails in place. I can understand why you don't want the member to be able to do this but I would like to.
When our members receive a renewal invoice and have elected not to renew, they often let us know. They may have a couple weeks left of their membership which would include several more renewal reminders they don't need. However, I cannot end those as a courtesy without stopping all their email, or suspending them early, cheating them out of the last days of online benefits. Since non-member contacts can still receive emails for as long as they want, this doesn't make sense.
The only work around I see is to note on my calendar to reinstate emails after their last lapsed/expired notice date has passed, which is cumbersome. Am I missing something?
Thanks.
I have searched for help on this and not located any. I would like to be able to disable workflow emails but leave our organization eblast emails in place. I can understand why you don't want the member to be able to do this but I would like to.
When our members receive a renewal invoice and have elected not to renew, they often let us know. They may have a couple weeks left of their membership which would include several more renewal reminders they don't need. However, I cannot end those as a courtesy without stopping all their email,…
1 vote -
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 label from the field id so that the event registration form can remain uncluttered. To automate this, perhaps you could implement the section header as fieldset and legend elements and use that to calculate the field ids within. Providing a way to specify the field id would also be great.
In addition, I have run into the same problem with the membership forms. I cannot have an "address" field that is required for one membership level and an "address" field that is optional for another membership level. Given there is no section header involved with the membership forms then a way to specify the field id would seemingly be the better solution.
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…
7 votes -
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 -
Log for members who unsubscribe
I would like to be able to easily distinguish between members that actually select "unsubscribe" to emails vs. those that are automatically unsubscribed due to multiple email failures.
That way we could more easily contact those that may have simply changed their email address, from the ones that really don't want to hear from us anymore.
I'm not sure how to tell this the way it works now.
13 votes
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