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3396 results found
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Transferring sign-in/authentication status to a third party website
We would like to have our members link to outside web sites (for example to access journal article content), using the WA login. The easiest way to do this is using signed linking, which there is no support for in WA. This could also provide a simple mechanism to provide Single Sign-on support using the WA login.
For example, WA should be able to create a link such as:
<a href="pathInfo?originator=originator&identity=identity×tamp=timestamp&token=signature">
Where:
• pathInfo - the destination of the link
• originator - the name of the service generating the signed link. This would be specified in the link settings.
• identity - the identity to which the user will be authenticated. E.g. the identity of the society or the user. (perhaps to be specified by the editor setting up the link)
• timestamp - the timestamp for the signed link, the date and time at which the link will expire. (to specify how long the link should remain valid after creation)
• signature – an MD5 checksum made up of the parameters, the pathInfo, plus a secret pass phrase.
We would like to have our members link to outside web sites (for example to access journal article content), using the WA login. The easiest way to do this is using signed linking, which there is no support for in WA. This could also provide a simple mechanism to provide Single Sign-on support using the WA login.
For example, WA should be able to create a link such as:
<a href="pathInfo?originator=originator&identity=identity×tamp=timestamp&token=signature">
Where:
• pathInfo - the destination of the link
• originator - the name of the service generating the signed link. This would be specified in the link settings.
…
4 votes -
Renewing membership for an arbitrary number of payment periods at once
We would like members to be able to pay for an arbitrary number of years, many would like to renew for more than one at a time. Currently, a member would be required to go through the renewal and payment process, then repeat the whole thing to renew subsequent years. There should be an option for selecting renewal of more than one payment period at once. I know several societies that also offer a 'lifetime' membership payment at a different (higher) rate.
5 votes -
Enforcing 'terms and rules' field acceptance
I would like to be able at member login to force members to agree to Terms and Rules if they have not already done so. Also, if Terms and Rules change, set the checkbox to unchecked so as to force all members to agree again.
34 votes -
Bulk invoice print/email
Would really like the ability to email and/or print all invoices returned by a filter. It's a lot of unnecessary work to have to open each invoice to send it.
203 votes -
Event collections report
From email correspondence:
"...As we run multiple events each month the income report is useful but only gives the total income for each even whereas the payment report is separated into the various payment types (ie. Cash, check, paypal, etc). having the income report include the various payment types (ie. Cash, check, paypal, etc) would be helpful to reconcile with paypal and our accounting of offline payments. Right now we have to look up the offline payments and minus them form the income total to get the online payment by event or download each event into excel and delete offline payments..."
From email correspondence:
"...As we run multiple events each month the income report is useful but only gives the total income for each even whereas the payment report is separated into the various payment types (ie. Cash, check, paypal, etc). having the income report include the various payment types (ie. Cash, check, paypal, etc) would be helpful to reconcile with paypal and our accounting of offline payments. Right now we have to look up the offline payments and minus them form the income total to get the online payment by event or download each event into excel and delete offline…
4 votes -
Chart of Accounts export to QuickBooks
An additional level of detail beyond “class” or replacing "class" that could associate with the Chart of account codes set up in quickbooks would save time and errors by identifying income categories automatically. I assign a general ledger account code to each invoice/payment to coordinate with the bookkeeper in the notes field that must be read manually. Could a separate field be available that QB would recognize on import.
22 votes -
Accounts Receivable Report for selected period
The AR report only provides the current picture. If I do not remember to run it on the last day of the month it must be contrived by deleting any income and invoices. Enabling this to run for a selected period just like all the other reports would provide for correlation/proofing with our books and allow for historical comparisons that tell us if our collections are improving/lagging/meeting our goals.
26 votes -
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.
10 votes -
Add ability to search by last email opened date and number of emails opened
We need the ability to better manage our email contacts in order to (1) assess the effectiveness of our email blasts, and (2) better manage our software subscription cost. I put in a help ticket and was told there is no way to do this.
(1) In order to create more active involvement in our organization I want to identify non-members who open most of our email blasts so that we can make effective appeals for becoming members or volunteers.
(2) In order to better manage our software subscription cost, I am in the process of archiving non-member contacts who have not opened any of our organization’s emails in the past two years. To do this I created a “search” to identify non-members who have been email contacts for more than 2 years – in our organization there are more than 600 in this list. Then I must look at each one manually to see how long it’s been since an email was opened. This is horribly tedious and time consuming.
My request is for Wild Apricot to add to the search criteria for creating reports:
“last email open date” with selection options of “on or before” and “on or after”, and
“number of emails opened” with selection options of “greater than” and “less than”.
We need the ability to better manage our email contacts in order to (1) assess the effectiveness of our email blasts, and (2) better manage our software subscription cost. I put in a help ticket and was told there is no way to do this.
(1) In order to create more active involvement in our organization I want to identify non-members who open most of our email blasts so that we can make effective appeals for becoming members or volunteers.
(2) In order to better manage our software subscription cost, I am in the process of archiving non-member contacts who…
41 votes -
Website theme description (description, features, constrains) to simplify selection
It would be great if beside each theme offered, there were a description of its main features and constraints, i.e: dynamic/flyout or static, dimensions of the header (if static - not sure how you would describe it if dynamic), easily replaceable elements, etc.
Thank you!
7 votes -
Additional fields for posting events
Like the requestors in http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827369-additional-fields-for-posting-events , we have a bicycle club and are considering using wild apricot software. Our bike club (as do many others) list our rides with distance, speed, terrain and ride leader and leader phone number as standard fields. This lets potential riders decide whether an event is appropriate for them.Since we plan to allow individual ride leaders to post events, having additional fields will help them make sure all the necessary information is input.
8 votes -
Custom heading styles people can then apply via WYSIWYG
My club has several admins updating pages pertinent to the area that they are managing. They update the content themselves but have no html experience. I have created global text, header and link settings which they keep overriding when they add content with sub-headings, by using the WYSIWYG menu - creating a visual mess that does not match other pages.
Please add Header tag buttons to the menu so they can select a sub-heading and tag it with h1-h3 thereby using the global settings.
Thank you!!
5 votes -
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 Venue (which they can possibly do now as I have added venue to the Members page but still need to sort out how they can get to the events
By Tags - which currently the only way I can see how to do this is to create a new page of events for each type tag or tags that I want to group together (i.e. - prices would be an event page that used a search "Free, $, $$, $$$" tags.
Finally, I want to be able to link from the "Directory" to a Member's profile page which will list all events (current) on that page.
I'm very new to this and have little experience in website design but have done a lot of event website management and data entry. There are a lot of companies out there that do this sort of Event Management in the metro areas and it could be a huge source of new income for Apricot as not only will the original site have possibly thousands of members, but those members will potentially be looking for membership management sites themselves, i.e. I will have associations that will be posting their events through us that in turn have their own members and need a way to manage them.
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 -
Select records by email engagement stats - e.g. percentage of emails opened
I'd like to be able to list some subset of members and include a summary of their email activity in the listing. In other words, I search on active members in a geographic area and want to know how many of them have opened at least 25% of their emails. The only way that I know to do that is to tediously access each member's record and click on "Email settings and log" and then write down "74 sent, 43 opened, 18 clicked". Since the system tracks this statistic, is there any way to list it in a search result. To me, this is a key statistic about member engagement. While I can track how many members have logged in, and how many have opened a specific email/newsletter, and how many have attended certain events (if I create a field to track this and manually update it), there doesn't seem to be any good way to measure email engagement dynamically in a custom search. When I send an email out, the distribution can be diced up so that the same email is sent to each region and then I can track by region how many have opened and clicked. But later if I want a more granular parsing of this data through a more specific search, there doesn't seem to be a way to access the email summary statistics. Ideally, I'd like either of these implementations:
"Email History" as a search term with qualifiers of "Percentage Opened More Than" and "Number Opened More Than" followed by a field where I could enter 1 or 10 or any number up to 100, or
"Percentage of emails opened" as a selectable field in a Custom Layout for a search.
I'd like to be able to list some subset of members and include a summary of their email activity in the listing. In other words, I search on active members in a geographic area and want to know how many of them have opened at least 25% of their emails. The only way that I know to do that is to tediously access each member's record and click on "Email settings and log" and then write down "74 sent, 43 opened, 18 clicked". Since the system tracks this statistic, is there any way to list it in a search result.…
18 votes -
Select 'all except'...
Some time ago suggestions were solicited from users. I asked if the advanced search could enable the exclusion records that meet a given criteria. This would make things much faster, as often one wants all records that are this, this and this, but not 'that'.
Apparently this was a good idea that would be acted upon.
When?
AMY SILVERSTON
6 votes -
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 -
One to Many
We currently have a flat file record for each member, and a one to many for events, invoices etc. A member can attend many events. We are a not-for-profit car club, and we run around 75 events (competition events on racetracks and social events) per year.
Our members have a one (member) to many (cars) set of information. They may bring one car to a competition event and onother to a social event. So, I created 6 fields: Vehicle 1, Vehicle 2 up to Vehcile5, and then a Field “Which Vehicle are you bringing?”. Some members have 1, most have 2 or 3, some have 6 to 8 (too bad). This is the same data format that another Australian car club uses as well.
It would be useful to have the ability to have a field type of Drop Down Box, where the user populates the contents. Currently we have a drop down list which I could populate with generic car types. However, even within our club this list is over 200 entries long and would be difficult for a member to use the drop down. Most of the discriminating data is on the end of some very long descriptive strings so prone to error. If the user did their own data they simply need to manage 2 or 3 or 4 lines of data.
In the first instance I would allow 4 or 5 text fields in the box, and asses for later if other data types are needed.
This would be named by the admin (“Vehicles” in our case) and then the user adds or deletes entries. I suspect it would be a Tab, (Contact, Membership, “Vehicles”, Events etc…) looking like the events list with the lines corresponding to the data. Easier to program via a tab/page than trying to configure the member profile main page.
In an event, the user gets access to their data via a drop down box in the registration form.
I have been told the equestrian clubs have the same issue - the member needs to tell the organiser which horse they are bringing to the event, Dobbin for a social event and Black Caviare to a race.
Regards
Andrew
We currently have a flat file record for each member, and a one to many for events, invoices etc. A member can attend many events. We are a not-for-profit car club, and we run around 75 events (competition events on racetracks and social events) per year.
Our members have a one (member) to many (cars) set of information. They may bring one car to a competition event and onother to a social event. So, I created 6 fields: Vehicle 1, Vehicle 2 up to Vehcile5, and then a Field “Which Vehicle are you bringing?”. Some members have 1, most have…
2 votes -
Filter income report by member/contact record attributes
One of our clients has a setup where each member is coded with a branch (a custom field).
What they are looking to do is to report on the total of subscriptions (membership income) and donations that can be attributed to a particular branch. (Branches have their annual targets and this report would help tracking the progress toward target).
A possible solution to this is to add the ability to filter the transactions included into the income report by contact/member record attributes.
(See http://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Incomereport )
I would appreciate comments and votes from other clients so we can evaluate and prioritize this for future versions.
One of our clients has a setup where each member is coded with a branch (a custom field).
What they are looking to do is to report on the total of subscriptions (membership income) and donations that can be attributed to a particular branch. (Branches have their annual targets and this report would help tracking the progress toward target).
A possible solution to this is to add the ability to filter the transactions included into the income report by contact/member record attributes.
(See http://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Incomereport )
I would appreciate comments and votes from other clients so we can evaluate and prioritize…
6 votes -
Pull member data from Linkedin profile
Provide the option to populate a member's profile from their Linkedin profile - such as for a bio.
23 votes -
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.
19 votes
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