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3397 results found

  1. 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.

    60 votes

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    27 comments  ·  Finances  ·  Admin →
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    We’re collecting comments and votes for now, no actual development is planned so far

  2. Avoiding empty links to "View Details"

    Our public membership directory has a whole series of entries with worthless and empty "View Details" links. They result from members who indicate that they are willing to make their directory information "public" but then don't make their names or any other information actually viewable by "anyone." In other words, the contact indicates "yes" to the entry asking about inclusion in the Member Directory. The instructions are: "Choose "yes" to share your contact info in general; choose what data via the member profile." In each case the members have restricted all contact details to members only. As a result, there…

    2 votes

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    1 comment  ·  Members  ·  Admin →
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  3. 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

    29 votes

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    14 comments  ·  Finances  ·  Admin →
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  4. Ability to change event registration to another person from the same company

    I am not sure how many others face this, but we often run into situations where I need to update an event attendee record - i.e., change the name and email address of the attendee if the organization needs to substitute someone for the originally-registered attendee. The invoice does not update with the new individual's information so when we send invoices out, they are inaccurate. It would be very helpful if the invoicing and event registration systems could be integrated to allow us to make updates to the invoice as well. Thank you for your consideration!

    10 votes

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    6 comments  ·  Events  ·  Admin →
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  5. Number of topics in the forum list

    It would be nice to be able to configure the number of topics that are listed per page. The current setting of 10 is VERY low and our members are used to seeing quite a few more than that.

    8 votes

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    2 comments  ·  Forums  ·  Admin →
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  6. Event Registration for viewing a video

    We are just starting to produce some webinars for our members and have opened them to the public to attract new members and establish some good PR. The webinar service, GoToWebinar, has its own registration function that forces us to re-enter registration info into our Wild Apricot database manually. While that is a chore, it's not the problem that I want addressed which is this:

    We record the webinars and would like to make each recording available for anyone to view later as long as they register so we can collect contact info. The webinar service offers this function -…

    5 votes

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    6 comments  ·  Events  ·  Admin →
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  7. Bulk create invoice

    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

    101 votes

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    30 comments  ·  Finances  ·  Admin →
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  8. No Way to Easily Send Emails to Non-Registrants of Events

    There currently appears to be no easy way to send on-the-fly emails to non-registered contacts and members for a specific event.

    If you go to the "Events > View event details" page, there is a button at the top of the page labeled "Email attendees". There should also be a button labeled "Email non-attendees" but there currently is not.

    If you instead, attempt to accomplish this by clicking on the Event details "Emails" link below the buttons at the top of the page, and then click on the Send again button under one of the Announcement preset emails (Announcement 1,…

    12 votes

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    6 comments  ·  Events  ·  Admin →
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  9. Redesigning setup of Common vs Membership Fields

    It would simplify setting the database up if all fields were in one list, and "Common" was an option of the field. A simple check-box - "show this field on all forms" or something like that. It would reduce the churn if you wanted to change a field, and would just make things less complicated.

    16 votes

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    8 comments  ·  Contacts  ·  Admin →
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  10. Member renewal terms with arbitrary number of months - e.g. pay by term or sport season

    It would be great if the membership levels included the ability to allow arbitrary membership periods such as 1 month, 2 months, 7 months, etc. Currently it's rather restricted. This capability would make it easier to manage temporary memberships open to the public I believe.

    Furthermore, the ability to set renewals to any number of fixed times would be very flexible and once again make temporary memberships easier to manage. For example, 2 month memberships renewable 2 times.

    30 votes

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    20 comments  ·  Members  ·  Admin →
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  11. Inventory/Asset management

    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…

    42 votes

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  12. Silent Auction

    Has anyone set up a Silent Auction using the WA event/registration system? I have a feeling that this is going to be a pretty difficult thing to do.

    If they have are there any tips they can give me before I dive into planning this event?

    Thank you!

    7 votes

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  13. Office 365 Integration

    Hi,

    Are there others using Office 365 and Wild Apricot that could advise me on best setup for TXT records and the like?

    Is it possible for O365 and WA to operate together without issue?

    Thanks in advance

    AHSCA - Tech.

    3 votes

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    1 comment  ·  Integration  ·  Admin →
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  14. Export Blog Content

    My reading of this forum this morning leads me to believe there is no way of extracting blog posts from the Wild Apricot CMS. Is this true? Across the board, meaning even WA staff cannot export the content? Or, a support request to the WA technical staff can solve this issue?

    Thanks

    4 votes

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  15. Button Change on Events Details Registration Types Page

    Please move the "Add type" button at the VERY BOTTOM of the Events Details, Registration Types Page to the top where it can be seen more easily without scrolling to the bottom of a long list of registration types.

    I believe this may be the only page I recall that has a button function like this at the very bottom of the page. If there are others, please move them up too. :)

    5 votes

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    0 comments  ·  Usability  ·  Admin →
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  16. Different membership renewal reminders for auto-renewal

    I would love to be able to send a different reminder email for those members who are set up for automatic renewal. I get a lot of negative feedback from members who are getting the three reminder emails regarding their membership when they are set up for automatic renewal. I do put text in bold to disregard the message if they are set up for automatic renewals, but it doesn't really seem to penetrate. I would like to see a different email that I could send to them; something like, "Your membership is set up to automatically renew in two…

    21 votes

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    8 comments  ·  Emails  ·  Admin →
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  17. Inactivity auto logout

    I would like to have an option to set a timeout value for users that will cause a logout after inactivity. One way to implement this would be to add a checkbox to the login form fields to be checked when using public computers. It would also be nice for an administrator to be able to set the maximum autologout timeout value.

    We would like to have some terminals set up for day-of-event registration use by members. If users don't remember to logout, you have people accessing the accounts of others.

    31 votes

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  18. Autoincrement option on the numeric field (e.g. for bib numbers)

    Another vote for a numeric field option. I would really like to have an autoincrement option on the numeric field, with configurable start/seed value. It should be available as a contact or event field. A nice-to-have would be a range of excluded numbers.The field should be available for macro insertion in event emails.

    Our application for this would be to generate bib numbers. We have a few large events per year that would benefit greatly from such a feature.

    Anthony S.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  19. 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…
    66 votes

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    35 comments  ·  Members  ·  Admin →
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  20. In honor of donations

    Is there a way to allow donors to give a gift in someone else's name? And, is there a way to automatically notify the person who the donations was made on behalf?

    8 votes

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