Wishlist
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3396 results found
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Admin preview of event registration settings
I'm frustrated that there is no preview feature for the admin creating an event. I very much want to view the page/option I'm working on without having to open all registration options, register, delete my registration, and then close all options. It's a very time-consuming workaround.
Other details on my events wishlist:
- change registration field type with a click of a button, ex: from dropdown to checklist
- enable/disable registration types from registration view page (action buttons on a single page)
- bundle event registration with membership application/renewal. I want registrants to automatically become members by opting in - with or without additional charge at my discretion. Currently I'll have to manually edit membership as registrations occur.
I'm frustrated that there is no preview feature for the admin creating an event. I very much want to view the page/option I'm working on without having to open all registration options, register, delete my registration, and then close all options. It's a very time-consuming workaround.
Other details on my events wishlist:
- change registration field type with a click of a button, ex: from dropdown to checklist
- enable/disable registration types from registration view page (action buttons on a single page)
- bundle event registration with membership application/renewal. I want registrants to automatically become members by opting in - with or without…
34 votes -
Change Checkboxes for fields with Radio choice in Advanced Search - e.g. Membership level or Status
Hi guys,
I love the advanced search feature, with one exception. The "Radio Buttons" field should be searchable like a checkbox field is. This is the search for a radio button field:
Whereas the checkbox search looks like this:
I think they should have essentially the same options. There are some questions that I do not want members to have the option to choose multiples of - for example region. They can only live in one region, so I do not want them choosing 3-4 regions.
However, I'd like to be able to run a search for those who are NOT in ANY region, and so forth. The checkbox search is far more functional than the radio button search.
Thanks in advance for your help.
Hi guys,
I love the advanced search feature, with one exception. The "Radio Buttons" field should be searchable like a checkbox field is. This is the search for a radio button field:
Whereas the checkbox search looks like this:
I think they should have essentially the same options. There are some questions that I do not want members to have the option to choose multiples of - for example region. They can only live in one region, so I do not want them choosing 3-4 regions.
However, I'd like to be able to run a search for those who are…
22 votes -
Date/time stamping for member internal notes.
Hi, Good morning!
There are always multiple opportunities to create internal notes on a members account, following contact or interaction with a member - just as you might do with CRM and contact management software.
These notes relate directly to the members account, including contact and support provided to the member. It is extremely important to have an internal notes section that includes simple time-stamping, display and tracking abilities. The current implementation of lumping them all together into a memo field has been cumbersome and time-consuming to manage. The ability to keep and track effective notes is essential to any membership organization. Otherwise, it must be done offline in another application - which is what we are doing today.
The link below is a very simple mock-up of our suggestion.
http://waproca.org/resources/Pictures/internalnotes.jpg
Please consider this a request for enhancement and update to your fantastic software, in order to improve communication tracking and internal notes regarding our members.
Thank you,
TimHi, Good morning!
There are always multiple opportunities to create internal notes on a members account, following contact or interaction with a member - just as you might do with CRM and contact management software.
These notes relate directly to the members account, including contact and support provided to the member. It is extremely important to have an internal notes section that includes simple time-stamping, display and tracking abilities. The current implementation of lumping them all together into a memo field has been cumbersome and time-consuming to manage. The ability to keep and track effective notes is essential to any…
14 votes -
Please allow the acceptance of eChecks / ACH payments
We have authorize.net as our payment gateway, which does allow for the acceptance of eChecks, only your forms are not enabled for that type of payment. Please enhance your payment types to include the acceptance of eChecks through authorize.net! Thank you!
74 votes -
Import of Legacy Subscriptions
We must migrated to WA and the one thing I couldn't do which would be nice would be to import email subscription options from our old system. The import function didn't allow me to select the Subscription field even though it's a field that can be exported.
This was my work around. I created groups that matched each of our subscription options and imported to them. I then created saved queries that included anyone subscribed to that option OR anyone in that group to continue sending to the same people. The problem is people who want to unsubscribe can't do it because they received the email because I had them in a group. I'll be sending emails to those in the group but not subscribed reminding them to re-subscribe and will eventually drop the group but it's creating additional work.
We must migrated to WA and the one thing I couldn't do which would be nice would be to import email subscription options from our old system. The import function didn't allow me to select the Subscription field even though it's a field that can be exported.
This was my work around. I created groups that matched each of our subscription options and imported to them. I then created saved queries that included anyone subscribed to that option OR anyone in that group to continue sending to the same people. The problem is people who want to unsubscribe can't do…
4 votes -
Maintain cursor position switching to/from HTML view
If you wish to fine-tune something by switching to the HTML view while editing a page it is a major task to find the right place. Can you place the cursor in the same position when switching to/from the HTML view to make this easy?
6 votes -
Backup and Restore
Ability to restore records, posts and pages to some previous version.
Ability to role back unintentional changes is imperative.
12 votes -
Undelete
Ability to undelete anything that has been accidentally deleted.
The system needs to be robust, and this means ability to roll back accidental changes.
5 votes -
More Renewal Emails
Love most of the functionality of Wild Apricot.
In reading many sources, a lot of which are provided by Wild Apricot, I note that organizations that have a renewal rate over 80% typically have a never-ending cycle of renewal messages that go out - they start 30 days after someone renews their membership.
I would like to be able to have more than the minimal number of membership renewal emails that are possible now - is it 3 or 4, I don't recall at this second. It would be really good to have 10 renewal emails available.
Thanks
18 votes -
Managing Rejected Applicantions
My organization has certain criteria for membership. We are rejecting applicants that do not qualify. I would love to be able to:
* Setup automated rejection emails. The system currently does not support this, which means, for every applicant I reject, I need to manually send the rejection email.- Track rejected applications. It would be great if this is available on the dashboard and using Advanced Searched. I would like to be able to monitor the number of applicants from month to month, and how many of those turn into members and how many get rejected.
8 votes -
Member group administrators / supervisors
How about giving individuals the ability to renew at different times within the bundle rather than all at the same time? With flexible status, renewal dates and individual payment ability etc.. Would make our setup much more manageable that way... We have members in every county across the province, where different rates are charged in different counties. We would like to have 11 administrators across the province who can admin their own regions (bundles). That way all admins wouldn't have to see every email from every new or renewing member. We could make regional folks bundle admins with the members being individuals within each regional bundle. Thoughts?
How about giving individuals the ability to renew at different times within the bundle rather than all at the same time? With flexible status, renewal dates and individual payment ability etc.. Would make our setup much more manageable that way... We have members in every county across the province, where different rates are charged in different counties. We would like to have 11 administrators across the province who can admin their own regions (bundles). That way all admins wouldn't have to see every email from every new or renewing member. We could make regional folks bundle admins with the members…
4 votes -
Please make the email user interface consistent on all pages where one can compose and send an email
The email interface is inconsistent on some pages. All pages that have the ability to compose and send an email should have exactly the same interface. They should all provide the ability to use the same editor, use macros, and provide the ability to test, save, and send the email.
This is currently not the case.For example, in the Finances area, within an invoice, you have the ability to create an email to send to the member but this page has only a "Send email" and "Cancel" button. There is no "Preview and send", "Test-email", of "Save and close" (create draft) buttons and there is no WYSIWYG editor or macros available...only plain text
The email interface is inconsistent on some pages. All pages that have the ability to compose and send an email should have exactly the same interface. They should all provide the ability to use the same editor, use macros, and provide the ability to test, save, and send the email.
This is currently not the case.For example, in the Finances area, within an invoice, you have the ability to create an email to send to the member but this page has only a "Send email" and "Cancel" button. There is no "Preview and send", "Test-email", of "Save and close" (create…
5 votes -
External LDAP support
Hi
We are using Wild Apricot to assist our session facilitators (approx 50) to publish details of their sessions/courses and enable online registration with the automatic collation of the registration information. The sessions we run are 99% in-house for a staff of approx 8,000.
Each staff member has a unique ID and is a member of our identity management system. We would love to be able to offer the Wild Apricot site as part of our single-sign-on offering by connecting it to our user directory, for example via SAML.
I don't believe this is available currently (if it is we will be very excited indeed), but I am hoping that this has been raised before and is already on your development roadmap.
Can you please confirm, or perhaps suggest other options that are available.
Thanks,
KerrinHi
We are using Wild Apricot to assist our session facilitators (approx 50) to publish details of their sessions/courses and enable online registration with the automatic collation of the registration information. The sessions we run are 99% in-house for a staff of approx 8,000.
Each staff member has a unique ID and is a member of our identity management system. We would love to be able to offer the Wild Apricot site as part of our single-sign-on offering by connecting it to our user directory, for example via SAML.
I don't believe this is available currently (if it is we…
6 votes -
Situations and scenarios for not using financial module
In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.
New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can always retry later if their original attempt at online payment failed Administrators can manually create invoices, email them and have them paid onlineOverpayments and credits some members might have on their accounts can now be applied to future payments. Visitors can apply for membership, then register for an event and pay for both. (When a visitor starts event registration and there are member-only registration types, system suggests to apply for membership and after application shows him a button to continue event registration.)Member can see his payments and invoices history, including registration details without having to contact administratorsAll contacts, not only members can log in, view invoices and pay online We have now received a number of requests from people who want to completely disable these new capabilities and not show invoices and payments to their members/contacts. We have started our conversation about possible solution options here - http://forums.wildapricot.com/forums/308920-archive/suggestions/8835424-dealing-with-messy-financial-history-shown-to-cont - but soon realized that we need to address a basic question first:
Why do you need to disable this new functionality? What are your internal processes and how does this functionality interferes with them? Until we have a clear understanding of this, we can’t design a proper solution (e.g. simply ‘disabling everything’ would break all self-service transactions workflows). Here are some questions we would like to understand in regard to these requests:Do you accept only offline payments, only online payments or both? How do you keep track of unpaid invoices? (Especially, If you don’t do it in Wild Apricot) How are your internal workflows structured? (E.g. what people should do after entering a transaction in your Wild Apricot site, who/how/when enters payments and communicates with people who sent them) Do you use different payment methods for your membership and event registrations? (For example, you accept checks for membership but for event registrations you only take online payments.)What is your ideal picture of payment workflow in Wild Apricot? Please tell as as much as you can about your organization setup - this will help us to figure out the best solution.In our 4.3 release back on Dec 14, 2011 we have changed payment workflow - it now always goes through the following steps:start the transaction (e.g. event registration), fill out appropriate fields, confirmhave the invoice generated and displayed on a special page which lists full history of invoices and payments, highlighting open invoicespay for this invoice right away - or proceed to another transactionBefore 4.3 release, people had no ability to see invoices, only administrators was able to do it.
New workflow resolves many frequent requests we had, including: People can pay for several invoices with a single paymentThey can…
6 votes -
Limiting discount codes
In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).
Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that for a few reasons, and the primary one being that I can't limit how many times it's used.
In the system I used previously, coupons were separate from events entirely. I'd create them all in one place, and then per event, I could check off which ones could be used. And coupons could be a $$ amount discount or a percentage.
This would be a really useful feature if Wild Apricot were able to add better coupon functioning.
In a previous event registration system I used, I could create coupon codes and then limit the number of times it could be used. The way that I used it was to create each of my sponsor companies their own code, and then limit it to however many discounts they were allowed (i.e. one level of sponsorship gets 2 free attendees to all events, so I would make the coupon be a 100% discount and limit it to being used twice).
Right now, it appears that you can do ONE coupon per registration level. I prefer not to do that…
11 votes -
Import Program Should Not Include Hidden "Notes" Field
There is a field called Notes that is an internal use field. This field is "hidden" in the sense that is does NOT show up in the Contacts or Members fields lists.
This causes confusion because upon import, the import program will attempt to match an imported field name of Notes to this internal use field called Notes. This causes confusion because the admin doing the import will not remember creating a Notes field (because they didn't) and won't see it in the Fields lists (because it isn't there).
I would HIGHLY recommend you either add this field to the Contacts fields as an internal use field just like the other internal use fields that are there and are required OR you take this field out of the import routine.
I recommend the first solutions.
Thanks
There is a field called Notes that is an internal use field. This field is "hidden" in the sense that is does NOT show up in the Contacts or Members fields lists.
This causes confusion because upon import, the import program will attempt to match an imported field name of Notes to this internal use field called Notes. This causes confusion because the admin doing the import will not remember creating a Notes field (because they didn't) and won't see it in the Fields lists (because it isn't there).
I would HIGHLY recommend you either add this field to the…
3 votes -
Notes Section in Page Management
Wouldn't it be great if there was a multi-line notes section in each Page management menu area so admins could make important notes to themselves about each specific page?
I think so. It could look something like this and even use a vertical scroll bar for notes that went beyond a few lines:
2 votes -
Private Calendar that Members can link with their icalendars
Currently this is not possible for a private calendar due to password protection. However I know other software gets around this so only members can subscribe to a calendar. Is it possible this could come to Wild Apricot?
Thanks!
Pat
2 votes -
Database Fields Custom Validation - e.g. regular expression, IBAN Bank number, phone
While I am pleased with the site overall, it's clear that it does lack some features that I consider essential, although not critical.
One such feature is field validation of database records.
Currently there is very limited field validation.
I would request more robust import and user entry field validation capabilities to keep data clean. Without this capability, the database very quickly starts to contain garbage fields.
For example, currently a user may enter their phone number in any format they choose, including completely invalid phone number entries. The same is true for zip code fields and others.
101 votes -
Discount Coupon Codes Reporting
We are using discount coupon codes both to drive attendance at events and to drive membership. Our marketing model incentivizes the sales reps who call on our target audience to sell our events and memberships. When someone uses that rep's code, they get an incentive payment.
Currently the only way to track who used a given code is to manually open each code and report on it. This becomes quite burdensome with 40 or 50 sales reps involved.
We would request an upgrade that consolidates the reporting for these -- either:
A discount coupon report that shows the member name, member ID #, the name of the coupon used, the "secret" code, and whether or not paid.
Adding the secret code used as a field in the financial reports; or
at least as to coupons used for membership, adding the coupon reference as a permanent part of the member database so that member is always linked back to the sales rep who brought them in.
The ability to use discount coupons for both events and membership was a big factor in our selection of WA -- as it gives a lot of flexibility in running our promotions. Thanks for giving this idea some consideration.
Alan Fields
Florida Land Title Association.
We are using discount coupon codes both to drive attendance at events and to drive membership. Our marketing model incentivizes the sales reps who call on our target audience to sell our events and memberships. When someone uses that rep's code, they get an incentive payment.
Currently the only way to track who used a given code is to manually open each code and report on it. This becomes quite burdensome with 40 or 50 sales reps involved.
We would request an upgrade that consolidates the reporting for these -- either:
A discount coupon report that shows the member name,…
9 votes
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