Wishlist
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Event receipts invoice - event registrations without the address fields.
Event receipts
Receipts can only be set up to include members addresses. Most of our paid registrations are non-members so when they receive a receipt it doesn’t have their address on it.
I know I can get around this by adding address fields to the common fields in settings but for most of our unpaid events the address is not necessary and only makes the registration process unnecessarily longer. Also when we get our VIPs to register for free at our events it is sometimes inappropriate and certainly unnecessary to ask for an address.
Is there any way around this? – if possible develop a tax receipt template set up specifically for event registrations without the address fields.
Event receipts
Receipts can only be set up to include members addresses. Most of our paid registrations are non-members so when they receive a receipt it doesn’t have their address on it.
I know I can get around this by adding address fields to the common fields in settings but for most of our unpaid events the address is not necessary and only makes the registration process unnecessarily longer. Also when we get our VIPs to register for free at our events it is sometimes inappropriate and certainly unnecessary to ask for an address.
Is there any way around this?…
3 votes -
Ability to Search Custom Event Registration Fields
I would like to request that WA consider in future updates the ability to search and filter contact and event registrants via custom event registration fields. I am using WA to manage a large state conference and have our pre-conference sessions built into the event registration and would like to email just those people, but there is no way to filter those folks out without exporting to excel. This would make managing larger events with more complicated registrations easier.
20 votes -
Sending test emails to manually defined email addresses
Currently when working with email drafts it is possible to send a test email to check how it looks, make sure links work correctly etc.
This email goes to the email address you logged in as, it would be very useful for this to be selectable so I could send it to a few people (manually entered every time, let's not get complicated here). Some like the way the Constant Contact preview facility allows test emails to be sent would be perfect.Regards,
Ian
worthing and adur chamber of commerce
http://www.worthingandadurchamber.co.uk33 votes -
ability to sort in the forum by last in first posted
Some observations from the field:
I understand WA is working on a major architectural back end redesign. Well appreciated.
And, I still think its one of the best non profit, membership-turnkey solutions out there..
At this point, I do have to speak up, and suggest you implore some of these real easy enhancements asap before we loose ground.
Easy stuff like having the ability to sort in the forum by last in first posted ? So common .. in fact in practice on WA forums. There are many other examples in this "wish list" that are easy, and logical.
While I do appreciate spending time on building a foundation for the future... as a biz, I would expect a bone to be thrown in from time to time.
With respect /paul
Some observations from the field:
I understand WA is working on a major architectural back end redesign. Well appreciated.
And, I still think its one of the best non profit, membership-turnkey solutions out there..
At this point, I do have to speak up, and suggest you implore some of these real easy enhancements asap before we loose ground.
Easy stuff like having the ability to sort in the forum by last in first posted ? So common .. in fact in practice on WA forums. There are many other examples in this "wish list" that are easy, and logical.
While…
7 votes -
Macros in the Email Editor
Whenever we view an email in the system, any macro appears with a yellow highlight. When we go into edit mode the highlight goes away and we only have the curly braces (as in {macro}) to indicate where the macros are.
However, if a database column has its header changed, all macros that refer to that column now fail quietly and the {incorrectmacroname} and its curly braces are sent to the recipient. This looks very unprofessional and it would be good if we had a better way to detect the error.
How about: Wherever a text string surrounded by {curly braces} is found which is not a proper macro, instead of ignoring it, highlight it in red. You already highlight the macros in yellow, can you not highlight the {non_macros} in red?
I have over 70 emails in my membership levels and any help in managing them would be appreciated.
Whenever we view an email in the system, any macro appears with a yellow highlight. When we go into edit mode the highlight goes away and we only have the curly braces (as in {macro}) to indicate where the macros are.
However, if a database column has its header changed, all macros that refer to that column now fail quietly and the {incorrectmacroname} and its curly braces are sent to the recipient. This looks very unprofessional and it would be good if we had a better way to detect the error.
How about: Wherever a text string surrounded…
11 votes -
Membership-specific administrators
Each of our membership levels has a different staff person as a liaison. We'd like the bulk/group emails and other functions to come from/be associated with the designated staff liaison rather than from our general account administrator email/account. Without this feature we are forced to use our generic info@ email address as our administrator account email. This gets very confusing and cumbersome because we don't want our program assistant to be bombarded with all these emails that she then has to sort through and forward to the right person on staff.
3 votes -
Print Member List
I need to have a hard copy of all of our members to keep onsite at the club for check-in. Our format is one printed page per member to allow for handwritten notes, record guests, etc. Is there a way to print the member list, or suggestions for how to export the info?
8 votes -
Database for things that members own
I have been tasked with adding a special database to our Wild Apricot site.
We need to list details of the boats that our members own and I would dearly
like them to be able to update the info on their boat themselves (it will
save me a lot of work!).I would like to have quite a large number (around 30) customisable fields,
some with free text entry and some with drop down menu choices.I need to add at least one photo, preferably more, to each record.
It needs to be searchable on any field.
There would ideally be a link between the boat and its current owner but there must
be provision for transferring a boat to another person : new, existing or non
member. I think this would need to be an administrator only job.According to WA tech support (Jim Sympathy) this could be achieved by adding 'boat' related fields to a members profile but this would create problems when a boat is sold.
I can't believe that there are not other organisations that use WA that don't have a similar requirement (far too many negatives in that sentence!)
Cheers ... Kevin
I have been tasked with adding a special database to our Wild Apricot site.
We need to list details of the boats that our members own and I would dearly
like them to be able to update the info on their boat themselves (it will
save me a lot of work!).I would like to have quite a large number (around 30) customisable fields,
some with free text entry and some with drop down menu choices.I need to add at least one photo, preferably more, to each record.
It needs to be searchable on any field.
There would ideally…
5 votes -
Remember Last Doc-Photo Subfolder Used
When I add one photo to a page, then another, the search always starts over back to the top of the Directory folders, I have to click back down to the sub-folder I was in. Please make the Document and Picture searches remember the last directory used.
Thanks!
Rick4 votes -
Finding primary company contacts (or bundled administrators) using the simple search
Our Membership managers want to locate primary company contacts (or bundle administrators) using the simple search screen.
When you have a many bundled administrators with many linked (or children) records. It’s difficult to find the primary member contact (or bundled administrator). I know you can use advance search but this involves extra steps when searching on a day-to-day basis. In our case bundle administrators are the primary member contact which is used frequently.
The functionality is relatedly simple, in fact works exactly the same as finding an system administrator.
My suggestion for the Contacts / Simple Search page is to add:
1) 'With Bundle Administrator' and also 'With Non-Bundle Administrator' rights to the on the Filter menu, see below.
2) Add a GREEN star next to the primary contact (or Bundle Administrator) record on the simple search screen. The star is already added on the members screen to denote the Bundle Administrator but not shown on the simple search screen.
What are your thoughts??? If you agree with this functionality please vote for it. I need many votes.
Thank you for your help.
Our Membership managers want to locate primary company contacts (or bundle administrators) using the simple search screen.
When you have a many bundled administrators with many linked (or children) records. It’s difficult to find the primary member contact (or bundled administrator). I know you can use advance search but this involves extra steps when searching on a day-to-day basis. In our case bundle administrators are the primary member contact which is used frequently.
The functionality is relatedly simple, in fact works exactly the same as finding an system administrator.
My suggestion for the Contacts / Simple Search page is to…
5 votes -
purging document and pictures files
It would be very useful if there were some way to tell if a particular document or picture in our WA database is linked to something on a page somewhere on our site. I'm sure we have pictures and documents which were used at one time but are not used now. I'd like to get rid of them. Would use less space and make the management easier.
Thanks.
GEM
15 votes -
Create NEWSLETTER from Web Pages
After I add/update the web pages, I would like to extract the data to create a NEWSLETTER and send it in a BLAST EMAIL to our MEMBERS. It would be Great if a MACRO was created where I could insert a list of URL NAMES that would be sent with the Email and opened when the Recipient opens the Email. This would save much duplicate work of manually creating the NEWSLETTER.
It is IMPORTANT that I can select the URLs since every web page is NOT updated every month.
I suspect that many other administrators would also appreciate this feature.
6 votes -
Show restricted access page in menu but require password to access
Right now whatever you want to protect or restrict access to, you have to put it under a "Restricted Access" functional page.
And whatever that is in that page is invisible, unless you log in.
Two suggestions/wish list....
Capability to designate each page whether it is to be password protected or not, without putting it under a restricted functional page. Having to create pages under "Restricted Access" limits flexibility and intuitiveness in arranging the pages.
Have those password protected pages menus be visible, even without logging in, but require password to proceed any further.
Thanks.
43 votes -
make it possible to customize the directory search criteria
Can you please make it possible to amend the search criteria
on the drop down box for the search function (in the directory) to
just show 'contains' rather than all the other options e.g. 'empty'
etc. See below:http://help.wildapricot.com/display/DOC/Advanced+search+-+Members
Text / Multi-text fields e.g. "email", "lastname", "organization" -
can be searched by:These options can they be limited / removed/ not displayed?
Contains / Does not contain: will return records that contain / do
not contain matching string
Is / Is not: returns records that match / do not exact string
Empty / Not Empty: returns records that are empty / not empty
Begins with: returns records that start with the string
Ends with: returns records that end with the string
Any: does not filter by this fieldThanks,
Felix Figuereo
Founder & Managing DirectorNicasio Design & Development
p: (912) 441-7011
e: felix@nicasiodesign.com
Can you please make it possible to amend the search criteria
on the drop down box for the search function (in the directory) to
just show 'contains' rather than all the other options e.g. 'empty'
etc. See below:http://help.wildapricot.com/display/DOC/Advanced+search+-+Members
Text / Multi-text fields e.g. "email", "lastname", "organization" -
can be searched by:These options can they be limited / removed/ not displayed?
Contains / Does not contain: will return records that contain / do
not contain matching string
Is / Is not: returns records that match / do not exact string
Empty / Not Empty: returns records that are empty…6 votes -
Officer Designations
I would love to have some sort of "officer" designation capability. I use WA for three(!) nonprofits I'm involved with, each of which has volunteer officers. I've adjusted a few things and made all kinds of workarounds, but if there was a way to assign an officer position to a member, it would simplify many of our processes. Things this could help:
An "officer" directory that is automatic (even if it had to be created through a saved search). My current workaround is to either 1) do a plain web page and list members, updating their info as it changes, and updating officers as that changes or 2) make them a separate membership level, and add their "position" and "rank" that I want them to appear in the directory, then sort by rank and list the officers.
ANYWHERE in the web site, being able to link back to the officer and/or their job description. For example, one of the organizations has a member library. The contact information for our librarian must be updated on the officer directory page, the benefits page, the library page, our resources page, and other places. Likewise for our other officers. Even with a manual "cheat sheet" that I keep for those updates, if I could just list "Librarian" with a link to the officer, it would save having to go to each place each time an officer changes (one of my organizations only elects officers every two years and only has a few, but another has 20 officers that change annually, with occasional shifting during the year--which creates a massive update load). Ideally this linking capability would take it to that officer's profile page, since the member would be tied to that office.
I don't know if it would be easier to have Officers be something with wide customization capabilities or a few select items. Here's what would be helpful to me:
1) Office (President, Secretary, etc)
2) Rank/Sort (sort order on the page--be able to list which office comes first instead of a sort by last name)
3) Job description/qualifications
4) Office term start/end dates
5) (while I'm dreaming) ability to vote for the chosen officer at election time--with some assurance that members could only log in once, yet their vote would be confidential. (we're still totally on paper for this and expect that to continue for awhile)
I would love to have some sort of "officer" designation capability. I use WA for three(!) nonprofits I'm involved with, each of which has volunteer officers. I've adjusted a few things and made all kinds of workarounds, but if there was a way to assign an officer position to a member, it would simplify many of our processes. Things this could help:
An "officer" directory that is automatic (even if it had to be created through a saved search). My current workaround is to either 1) do a plain web page and list members, updating their info as it changes,…
15 votes -
inverse availability of event registrations (all members except some levels)
Is there a way to make registration types available to Everyone EXCEPT members or those other membership levels that have been defined?
I want to have some choices available to the general public that the Members who log in would not have to view,
Thanks for your help,
Walt
4 votes -
Validate e-mail addresses
Member registration does not validate emails. This is an extra concern for sites like ours where members can join for free. Anyone can make up an email address, or worse impersonate someone else. Once an email is used, it cannot be used by another person, even if the first person is not the owner of the address and the second person is.
Please consider adding an email validation check that sends an email and requires the applicant to use a code that was emailed (or click a link).
78 votes -
Provide Member View to admins without Membership
Currently administrators who are not signed up as members do not have access to the "go to member view" option when signed in.
This means that all of our staff need to be set up as members, and we need to create a separate member category that is not shown in our member listing on the user page for this. It seems unnecessary for there to be a workaround for a feature that we feel should be standard.
Administrators from the organization that has purchased the Wild Apricot software should have access to all of the features of the product, which should include viewing our website as our members see it.
Because we must all be listed as members to use this function, our membership numbers will never reflect what they actually are becuase we are considered members in this system. Although this is not a huge deal, again it is a workaround that seems unnecessary.
I would suggest that it be a standard feature of administrators to be able to use the member view feature.
Thanks!
Currently administrators who are not signed up as members do not have access to the "go to member view" option when signed in.
This means that all of our staff need to be set up as members, and we need to create a separate member category that is not shown in our member listing on the user page for this. It seems unnecessary for there to be a workaround for a feature that we feel should be standard.
Administrators from the organization that has purchased the Wild Apricot software should have access to all of the features of the product,…
9 votes -
Gift Aid
Gift Aid is a big deal for UK charities.
Official description: http://www.direct.gov.uk/en/MoneyTaxAndBenefits/ManagingMoney/GivingMoneyToCharity/DG_10015097
Generally, the way it works is that when a charity asks for a donation, they also ask the donor to tick a box to enable the charity to reclaim an additional tax element from the tax authority (if the donor is a UK tax payer).
Combined with a date field (which Wild Apricot doesn't yet provide!), we administrators could create a report/search query to pre-fill the relevant form to submit to the tax authority for the reclaim.
2 votes -
Be able to followup on email recipients that did not open or click
My wishlist item:
The result I want is a segmented recipient list that allows me to, for example, send a follow-up message to those who clicked on a certain link or those who didn't open the email the first time.
Right now, I can download the saved list from members/contacts then manually mark opens and clicks as I find them in the email log. I can't download the recipient list from the email log including opens & clicks, though. That would make this easier. Even better would be the ability to segment the list from within the email log where I can see opens & clicks. I'm not attached to downloading, but I do want to be able to play with the data.
Thanks.
My wishlist item:
The result I want is a segmented recipient list that allows me to, for example, send a follow-up message to those who clicked on a certain link or those who didn't open the email the first time.
Right now, I can download the saved list from members/contacts then manually mark opens and clicks as I find them in the email log. I can't download the recipient list from the email log including opens & clicks, though. That would make this easier. Even better would be the ability to segment the list from within the email log where…
98 votes
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