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  1. Credit Memo for Invoice

    Can this be done?

    We have an event - it's cost is $450. member signs up, invoice is produced and the member pays $450. - nice and clean

    Then, for a host of reasons, the cost is reduced at a later date by $80 and a refund check is issued. I want to issue a credit memo for the $80 so the member has this on their account and then we record the refund check issued and the account is back in balance.

    The net revenue for this event is $370.

    How can we do this?

    Thank you in advance,

    22 votes

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    19 comments  ·  Finances  ·  Admin →
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  2. Yearly Committee sign up need

    Hi. My organization has committees that change every year. We used google docs to allow people to sign up but some had trouble. I created a sign up on our new WA site but it's not working properly. Is it possible to allow us to create A committee signup list for our members?

    4 votes

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    1 comment  ·  Emails  ·  Admin →
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  3. Redirect HTTPS to HTTP for Payments Only SSL setting

    For sites that use the "Payments Only" setting for SSL and a custom domain, WA still allows users to access the non-payment pages using HTTPS. That seems convienient, but there are side effects to allowing HTTPS access to an HTTP page. First, if a user does try to access a non-payment page with HTTPS, they will get a browser certificate mis-match warning. As you know, the warning that modern browsers display can be quite scary to the average user. I think you will find this issue to be more common than you think, such as a new site where the…

    3 votes

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  4. Tax (HST) on Extra Charges as an Option

    We have a situation where we need to charge HST on our club membership fee but not on a required pass through fee from an umbrella organization. It is a required fee for members. Currently it is implemented as an extra charge but there is no control over its tax status ie applying a tax. In this case there is no HST applied to the $35.00 fee but there is for our club membership fee.

    Can you suggest a work around?

    It would be great to have the extra charges fields have an option to apply taxes or not.

    18 votes

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    10 comments  ·  Finances  ·  Admin →
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  5. Keep event registration invoices when actual event is deleted

    I deleted an event from past. Now I have hundreds of "overpayment". What is the best way to address these overpayments? In the future, can the event details and the financials somehow run independent of each other so we dont have to keep an bunch of past events?

    7 votes

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    2 comments  ·  Events  ·  Admin →
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  6. Automate finding duplicate contact/member records

    Is it possible to have a "check for duplicates" button? The only way I've been able to find them is to manually scan the contact list one by one, transfer info, and archive and delete the dupe.

    71 votes

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    35 comments  ·  Contacts  ·  Admin →
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  7. Email Signature

    I would like to have a set up in the email section that I could add my signature to the emails that I send, much like Outlook has a signature that you can set. There are two of us that send emails in WA and it would be helpful to have a signature for each of us. Right now I am having to type my name and contact info on each email.

    15 votes

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    10 comments  ·  Emails  ·  Admin →
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  8. Field for Contractual Terms on Renewals

    Hello,

    My organization is new to Wild Apricot and I've imported our current database into Wild Apricot. I currently have the Field for Contractual Terms set as "No" for all our members and would like them to be required to check the box every time they renew (annually). Currently the field only allows the member to acknowledge the field during application or at any time in their profile (why would any administrator allow a member to remove their acknowledgement whenever they choose in their profile). Is there a way to require that members check the box once a year (at…

    10 votes

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    5 comments  ·  Legal  ·  Admin →
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  9. Linking Members to Groups

    It sure would be great to be able to link members to specific groups without having their membership level and billing change. Now the only way to put members into a group is through family/corporate bundles and when doing so, the member moves to a different level of membership. Just a simple 'link' feature to activate in membership levels that allow groups and have member ID's inserted would be very helpful. Thank you.

    4 votes

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    1 comment  ·  New features  ·  Admin →
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  10. Payment due date for manual invoices

    I would really like to be able to add a "payment due" date in a specific field when raising a manual invoice.

    When creating an invoice, this would appear as a date field to complete. It could then be inserted into the invoice template using a macro. For convenience it could deafult to invoice date +30 days (for example). Although some companies might have standard payment terms (eg pay within 30 days of invoice date), we need to be able to give a specific due date for every invoice issued.

    However, it would perhaps be most useful for reporting. When…

    10 votes

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    3 comments  ·  Finances  ·  Admin →
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  11. Change Balance amount field into actual searchable amount

    It would be VERY helpful if the "Balance amount" field were a Count type, allowing for search operators "Great than or equal", "Less than or equal", "Equal to" and "Not equal to".

    I want to be able to select certain membership records based on the balance amount, and use that search as basis for email.

    3 votes

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    5 comments  ·  Contacts  ·  Admin →
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  12. Function to duplicate fields

    This is a prime example see attached image. The primary registrant has the option to choose from these options. I want to be able to dupe the field and call it "additional registrant 1 fees", "additional registrant 2 fees", "additional registrant 3 fees" and so on. Because the additional registrant would have the ability to choose a different option other than "primary, add 1, add 2, or add 3". The list attached is long and spending the time to rekey this list for 4 additional registrants takes a long time (hind-sight drop-down). So by duping and renaming any of the…

    3 votes

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    3 comments  ·  Contacts  ·  Admin →
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  13. Member Websites

    I would like to see Wild Apricot offer member websites as an add-on option to association members.

    The profiles are great and the ability to link to the members website is also good. But most members would appreciate having a website they could edit themselves instead of a static site they have to hire a webmaster to change.

    Member websites could offer the same templates as association sites but minus the association functionality that we need.

    5 votes

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    1 comment  ·  New features  ·  Admin →
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  14. Ability to invoice at group level rather than individual

    Many of our events have a cost associated with them, however the cost is invoiced to their organisation (rather than the individual paying). It would be great if, using the group functionality, we could invoice for the event at the group level and the invoice would include the event cost for individuals that attended the event from that particular group.

    This would be set in the Registration Type screen where a particular registration type is set to 'group invoicing'.

    Thanks

    7 votes

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    1 comment  ·  Events  ·  Admin →
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  15. Add Location information to Event Settings screen

    Our events tend to be held at the same set of locations (once we find a good venue we stick to it :) ). We would like the ability to set these locations up in a settings screen (including a link to a functional page about the location) and then be able to select one of these locations from a drop down menu on the event details screen (rather than the open text field used currently).

    Thanks

    6 votes

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    3 comments  ·  Events  ·  Admin →
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  16. Member registering on behalf of another contact but not being an attendee themselves

    We use Wild Apricot for the registration of training sessions, seminars and the like. There are many occasions that we have a person's assistant or secretary that will register their manager / team leader for a event on their behalf. The issue is that then the assistant/secretary is also registered for the event and this is not accurate and throws out our attendee numbers (for registration limits and catering, etc).

    We are open to alternatives in achieving this - ie if a member could remove themselves from an event or (preferred) to be able to register a guest/contact/member without registering…

    6 votes

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    1 comment  ·  Events  ·  Admin →
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  17. Add ability to apply default email change to selected membership types

    Current behavior:
    Updating "Default" Emails is an all-or-nothing prospect. You can apply the updates to none of the existing membership types or all of them.

    Desired behavior:
    Allow option to apply changes to multiple selected membership types (Most likely via checkbox selection.)

    Scenario:
    I have five membership types, and I need to change the membership renewal email in three of those membership levels. As the system currently stands, I have to customize the email at each of the three membership level setup screens. It would be preferable to go to the "Default Emails" screen, make the needed changes, and have…

    5 votes

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    2 comments  ·  Emails  ·  Admin →
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  18. Social Media Compatibility ...

    WA should consider incorporating into the platform the ability to distribute social-media updates simultaneously with email 'newsletters' and other blasted communications. I envision the user programming into their social-media account information, and from the email-newsletter/communique-creation phase one would have the ability to add whichever social-media outlets they choose. From there, you would either send out the subject of the email and a link to the newsletter/communique as a default or it could be edited to fine-tune the blast to the different social-media outlets. Email newsletters/communiques could also have the ability to be 'Like'd or tweeted by readers, which would post…

    13 votes

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    0 comments  ·  Emails  ·  Admin →
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  19. CC list for system emails.

    When sending out automated emails WA doesn't include a cc list in either the email header or the email body. For newer clubs or clubs that distribute administrative functions widely among volunteers, this means that when an email goes out, the (indirect) recipients don't necessarily know who else is seeing the email. And that means unnecessary FYI emails get sent after the fact.

    Would it be easy to add a cc list to the bottom of the system generated emails that lists the adminstrative recipients? (by name rather than by email) Perhaps this should be an option, as some clubs…

    3 votes

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    2 comments  ·  Emails  ·  Admin →
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  20. Reverse order of blog posts

    Currently our blog posts appear in reverse chronological order, starting with the latest post at the top and the earliest at the bottom. Is there a way to make them appear in
    straight chronological order? If you’re wondering why that’s necessary, it’s because our users post in this blog to advertise upcoming events at their organizations http://www.mail2web.com/cgi-bin/read.asp?mb=inbox&mp=I&mps=0&lid=0&ld=-1&lp=32000&mn=27&ed=02aKlU3gEk7dMfqaKt4PANY/iIu81W9lxOa2niRTYRQogVwdqpNVv4vniNdEFDFTcYU5H5/F9hzN
    dttUIbaLgAf/a0PIWc3cNAEwuSlhxxeyzd+quUE34WlQZXoXovCUh9l6gLS1nTv0ZYqUiqL5# ...so, for instance, right now I want the June events to be at the top and the October events to be at the bottom.

    Until you allow all page members (not just administrators) to create http://www.mail2web.com/cgi-bin/read.asp?mb=inbox&mp=I&mps=0&lid=0&ld=-1&lp=32000&mn=27&ed=02aKlU3gEk7dMfqaKt4PANY/iIu81W9lxOa2niRTYRQogVwdqpNVv4vniNdEFDFTcYU5H5/F9hzN
    dttUIbaLgAf/a0PIWc3cNAEwuSlhxxeyzd+quUE34WlQZXoXovCUh9l6gLS1nTv0ZYqUiqL5# Events, this is the workaround…

    10 votes

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    5 comments  ·  Blogs  ·  Admin →
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