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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 -
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
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