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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. Collect only registration form for guest registrations

    Currently the three options for Guests of a registration are: For guest registrations Only collect total number of guests Collect contact information for each guest Collect full registration form for each guest All of our events allow for guests from the same Company. The guests can choose a variety of options that do not have to be the same as the registrant. We don't need the full contact information again, and having to enter it is somewhat bothersome. However we do need more that just the guest count. The only work around found is to include "Participant #1", "Participant #2"…

    12 votes

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    3 comments  ·  Events  ·  Admin →
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  12. Separate billing contact for event registration

    I suggest adding another email field in the contact profile for the Accounts Payable. Often the contact who is registering is not in billing and if the registrant does not pay by credit card then then the A/P staff does not know they owe money b/c the contact does not forward the confirmation invoice via email. This is especially cumbersome with multiple employees in one company.

    7 votes

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    2 comments  ·  Events  ·  Admin →
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  13. Custom metadata for events pages

    I run 3-4 events a week and autopost these to FaceBook using the events page RSS and Twitterfeed. It works a treat except that the posts contain the same blurb and a title which I'm not too happy about (you can see what I mean here: https://www.facebook.com/MySocialCircle )

    Is it possible, to customise the title for the event details pages? It seems to read as "organisation name - event title" as the page title, and the blurb appears to come from the events calendar page description meta tag.

    Is it possible to change the description metadata dynamically (to take details…

    4 votes

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    4 comments  ·  Events  ·  Admin →
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  14. Can I add renewal date to member directory?

    In my association, members are divided into teams headed by board members. I have created directories for each team as a contact list and given access to these lists to board members only. They are asking to add "Renewal due on" to the contact list, but I don't see a way to do that. I would also like to be able to add "Member since" to our public directory of members as well.

    Is this capability already built in? If so, can you tell me where to look? If not, how do I switch this question to the wishlist section?

    9 votes

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    5 comments  ·  Members  ·  Admin →
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  15. option to easily unsubscribe from all emails

    When people hit the "unsubscribe" link at the bottom of an email, it would be good, as a checkbox option on the page they land on, to allow them to unsubscribe from all emails, not just newsletters. I suspect some of our contacts will not be happy if they still receive event notifications when they intended to unsubscribe fully. I don't think that one should ask them to login to do this (from their full profile). At present, we will need to manually check for these people and remove them from other mailings.

    PS. It would also be good if…

    11 votes

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    6 comments  ·  Emails  ·  Admin →
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  16. Income Forecast Report

    I just started using Wild Apricot and was looking for an Income Forecast report that will look at upcoming renewals and will report on this.

    This will allow for better budgeting.

    Maybe even a yearly graph so we can see which months we will not see much income from renewals.
    This would allow us to focus our efforts on this month to help smooth out cashflow over the entire year.

    I hope this makes it into the next release as it seems like a simple report, all the information is already in the system.

    Thanks

    David

    7 votes

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    2 comments  ·  Finances  ·  Admin →
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  17. Managing late event cancellation - payment forfeit

    Currently, when you cancel an attendee from an event where they have paid a registration fee, the system credits their account with the amount paid for that event, which is fair enough EXCEPT in some cases, when we have had to pre-purchase tickets and technically cannot refund the amount, but would still like to cancel the registration for recording purposes.

    It would be good if, when cancelling an event registration that is not free, we are given the option to credit the account or not. That way, if you want to make the funds available to use for another event…

    40 votes

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    10 comments  ·  Events  ·  Admin →
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  18. Let contacts edit subscription sources

    The subscription pages are a good idea, but once contacts sign up, they can't edit which topics/types of e-blasts they subscribe too. They can only unsubscribe from all manual emails.

    In my organization, we have six monthly newsletters on different topics. In the past, we have used Constant Contact lists to manage this - people can always edit which of our lists they subscribe to. If they are tired of the Foreclosure newsletters but still want the Microenterprise newsletters, they can customize that. In WA, if they are tired of Foreclosure emails, it looks like they have to unsubscribe from…

    28 votes

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    8 comments  ·  Emails  ·  Admin →
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  19. Allowing a non-member to be the bundle admin

    It would be very handy if a non-member could be assigned as the 'bundle admin' for a bundle membership. For example I have a law association that has individual and corporate levels.

    Many of the corporate level members would prefer if invoices and communications were sent to a different contact rather then one of the members in the bundle (such as an admin or accounting person).

    Very often, an admin staff member is tasked to keep the bundle members profiles up to date and coordinate the payment of dues. Again, my situation may be not be the norm as it…

    10 votes

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    2 comments  ·  Members  ·  Admin →
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  20. Admin login to user account

    I've had numerous opportunities recently to resolve event registration and payment issues with clients.

    I deal with non-member contacts and with members at a dozen different membership levels whose memberships are in various states of completion or default. I have to try to explain to them how to navigate the system without having any real clue as to what they are seeing. Every now and again someone supplies their password and I can log in as they do only to find a world very different from what I expected.

    Can you please provide us with a way to see the…

    10 votes

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