3403 results found

1. Image Rollovers

   Would like the ability to create image rollovers.

   1 vote

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   1 comment  ·  Photos / Files  ·  Delete…  ·  Admin →
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2. Events Setup. Chair, Registration Types, Types for Guests, additional info editting

   Events:
   1. For some reason while I am analyzing the database, do searches based on group designations, the members are not coming up in last name order ….. even though the default at the top says last name sort.
   2. It would be nice to have an 'Event Chair' field to enter the Chair Name to insert in the automatic emails as a Macro, instead of having to manually change the emails every time. This applies to new and renewal application emails too - 'Membership Chair'
   3. We would like to be able to use the word formatting in the additional information box that inserts into an email with a macro.

   In addition I am working with Event Registrations.
   I have tested a number of approaches to the following comments to resolve the issues, but have not found the best solutions.
   Maybe there is a way to setup registration that I have not found yet.
   I would like to know why Registration Types aren't extended to the Add Guest function of a Member registration?
   SNC does not want non-members of any kind added to the subscription base of the club. The Add Guest function has a non-add option. The Registration Type function does not.
   The Registration Type function has a 'charge a different fee' option. The Add Guest does not.
   But would like to do analysis from time to time of event registrations.
   You will see in the attached file, that an additional field has been created - Attendee, to identify whether the registrant is a member or not. This relies on the member choosing the right radial button. It does not allow for a different fee.
   You will also note that guests are coded as Member=Yes by WA programming, which falsifies the data for analysis if they are a non-member.
   An attempt was made to use Registration Types - Guest - Prospective etc. but this process adds any registration to the database. This is not desired.
   Because the Registration Type is not carried into the Add Guest function, the guest is always charged the same as the member. This is not necessarily a good practice either.
   The member / guest linked function, puts the member name in the linked field of the Guest record, but not in the Member record. If the file is sorted for table assignment, and the guests have a different last name - the link is lost. If the Member record had a repeat of the member name in the linked field, a primary sort of linked then last name would keep them together.
   It would be helpful if SNC could create standard Registration Types, with non-add contact, different fee functions with the link to the member field coded ….. or have the Registration Types carry to the Add Guest feature of the Member registration. Future analysis of the Event system would make sense.
   I look forward to hearing from you, with some setup options to accomplish these tasks.
   Regards,

   Events:
   1. For some reason while I am analyzing the database, do searches based on group designations, the members are not coming up in last name order ….. even though the default at the top says last name sort.
   2. It would be nice to have an 'Event Chair' field to enter the Chair Name to insert in the automatic emails as a Macro, instead of having to manually change the emails every time. This applies to new and renewal application emails too - 'Membership Chair'
   3. We would like to be able to use the word formatting in the… more

   2 votes

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3. Produce screen display data as a single, coherent table that can be exported or copied.

   First, many people have asked for various ways to export various reports, but there are so many wishes that none of them has a lot of votes. Yet, overall, reporting is -- or should be -- a capability that any thoughtful organization should require.

   Let me also preface that exporting raw data to a spreadsheet file is NOT a solution to the needs of many of us. 1) We came to WA to AVOID messing with spreadsheets. 2) Some of our (otherwise very competent) members (volunteers all) abhor spreadsheets. They don't use them at work, have no need to learn them, and often the report is a one-off situation so building spreadsheet calculations, etc. is absurd. Great for analyzing your stock portfolio over time. Not for quickly presenting a look at the past three years' events data.

   This need applies in particular to the displayed list of events and displayed Advanced Searches. I've checked with Support and can confirm that none of these work well, and WA has no alternative approach.

   For example, I'll use my current situation. We run special trips frequently through the year. Some of them are not well attended. I want to show the list of trips, the date and title of each, attendance at each, competing events if any (which I will add), and as long as WA displays the attendance breakdown in terms of member, non-member, early payment, etc, it would be nice to keep that.

   Here's what I've tried.

   A "screen grab" (i.e, drag the cursor across the display, copy, and paste into Word). The problem is that although I can paste it as a table, the table has extra columns, merged columns (the title spans several columns) and within the registration cells there nested tables. This makes it impossible to delete the unneeded columns and to format the text and paragraphing and so forth. In the case of an Advanced Search, it's even worse, because usually the search results consist of several tables.

   Exporting to Excel. This is senseless. I get a file where every registrant for every even for five years is given a line, but the report I see on WA can't be replicated. Unless maybe I spend a week programming Excel to do it.

   Printing to PDF, then copying from that. So far, this has been a dead end. Apparently the resulting PDF is image-based, so I can't copy data from it. I will try other PDF printers and readers, but am not optimistic. Usually copying from a PDF gives jumbled results, sometimes even one word per line or contents out of order.

   Convert the PDF to a Word file. I've used Nuance products to do this. The result looks like your page, but is even more jumbled and segmented.

   The only solution is to create my own table and then laboriously copy and paste the data from the screen or one of the above documents into my table. This is complicated by the Registration Types cells being tables themselves. To format them properly, I then need to convert each of them, individually, to text.

   Please either program your pages so that data reports may be copied and easily massaged when pasted into a Word, email or text file. Or export the displayed data in a form that can be imported into a spreadsheet (and from there to Word or email, if that's possible), or a CSV or tab-delimited file that can be pasted into Word or Outlook and converted "Text to Table" without getting messed up.

   Oh, and if the 31-Oct-2018 date format can't be sorted by Office programs, then please revise that, too. I'm hoping it can.

   First, many people have asked for various ways to export various reports, but there are so many wishes that none of them has a lot of votes. Yet, overall, reporting is -- or should be -- a capability that any thoughtful organization should require.

   Let me also preface that exporting raw data to a spreadsheet file is NOT a solution to the needs of many of us. 1) We came to WA to AVOID messing with spreadsheets. 2) Some of our (otherwise very competent) members (volunteers all) abhor spreadsheets. They don't use them at work, have no need to learn… more

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   1 comment  ·  Events  ·  Edit…  ·  Delete…  ·  Admin →
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4. Not waiting for things to work

   Logging on in the morning and not having to spend my first 30 minutes of the work day waiting for the website to work to do just a few simple things.

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   0 comments  ·  Edit…  ·  Delete…  ·  Admin →
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5. Another display of Week calendar view

   I’m looking for a compact horizontal bar to display what’s happening this week. The current display is not compact.

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   4 votes

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   0 comments  ·  Website / Content  ·  Delete…  ·  Admin →
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6. Indicate use of custom member renewal reminder email

   An indicator of the existence of a custom member renewal reminder email in the Membership Level Details > Renewal policy tab > Renewal reminders and actions section. See mockup.

   This would help when updating emails.

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   2 votes

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   0 comments  ·  Members  ·  Delete…  ·  Admin →
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7. Email capability for read-only admins

   Allow limited admins send email. One of my many complaints: "It’s too much working signing in and out between membership admin and workshops admin just to do simple tasks like sending an email."

   5 votes

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   0 comments  ·  Account administration  ·  Delete…  ·  Admin →
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8. I wish that database fields could be made "required" but only for certain membership types.

   For example, we have a field named "Company Name" and I would like to make that a "required" field for members applying for one of our 'company' membership levels. However, we don't want it to also be "required" on our "student" or "individual" membership levels.

   2 votes

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   2 comments  ·  Members  ·  Delete…  ·  Admin →
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9. Save within project

   I wish I could hit save without being taken out of the project I'm working on.

   1 vote

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   1 comment  ·  Usability  ·  Delete…  ·  Admin →
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10. support request -do not require redundant info

    i'm new to WA.
    AWESOME product. however my MAJOR irritant so far is that wen i submit a support request (i'm logged in to WA when i do this) why do i need to provide my email and acct info. Recall i'm logged in,

    3 votes

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    0 comments  ·  Contacts  ·  Delete…  ·  Admin →
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11. paypal issue

    paypal express does not update all transactions... we get this message that does not make sense
    Problem encountered when trying to process a payment on behalf of "D B I" https://db.org/. (I changed both to just Initials for privacy)
    Please re-check your payment settings.
    10412 Duplicate invoice. Payment has already been made for this InvoiceID., 11452 Merchant not enabled for reference transactions. Merchant not enabled for reference transactions

    What do we do?
    How do we know where to find the invoice?

    1 vote

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    0 comments  ·  Edit…  ·  Delete…  ·  Admin →
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12. Show Submit registration instead Invoice me

    on event registration why does it not say submit registration?
    it says request invoice... people do not understand that.

    2 votes

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    0 comments  ·  Events  ·  Delete…  ·  Admin →
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13. Autogenerate and email Income Reports

    It would be great to have autogenerated reports that are emailed to admin users adn that we can set on a recurring basis. Please, please do this!! Our volunteers won't remember to go in every month to run the report. thanks!

    6 votes

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    1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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14. searching notes for merged contact email address

    Once I find duplicates and Merge them together. It's great that it adds a note that the duplicate was merged however It would be nice if it recognized that email in the notes if I do a search for them.
    Because when I search (ALL) the archived don't even show up.

    1 vote

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    1 comment  ·  Members  ·  Delete…  ·  Admin →
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15. View all members in the member directory without paging

    Would like to see view all feature in viewing member directory instead of just 1-50, 51....

    4 votes

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    0 comments  ·  Members  ·  Delete…  ·  Admin →
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16. Allow groups to be individually selected for admin or open

    Would like to see individual groups as admin only or individual can change. Currently can only select for admin on all groups or none.

    3 votes

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    2 comments  ·  Account administration  ·  Delete…  ·  Admin →
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17. Native WA credit card for other countries

    I would love to see WA credit card processing facilities in other countries too. When it was advertised as a new feature there was no indication that we who are not living in North America would be excluded.

    1 vote

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    1 comment  ·  Online payments  ·  Delete…  ·  Admin →
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18. Wild Apricot Payments in Europe

    Our organisation is based in Switzerland. When will you make Wild Apricot Payments available outside the US and Canada? Thanks. Eric

    6 votes

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    2 comments  ·  Online payments  ·  Delete…  ·  Admin →
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19. Mobile app: creating and editing email blasts

    All the updates that you all have been adding are great. I love the app as an admin on our account. It really helps on the fly. The only this that it's missing to the capability to compose and email or edit a draft using the mobile app. This would help when events need to be cancelled last minute or announcements need to made quickly to members. Please consider adding the email drafting and edit feature to future updates to the app. :)

    4 votes

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    1 comment  ·  Mobile  ·  Delete…  ·  Admin →
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    Dmitry Smirnov responded

    If you need to send email to attendees, that is completely possible. Just open related event and in the top right corner press button with dots. Then in popup menu pick “Email registrants”.

    At the same time creating general purpose emails from scratch is not supported yet.

20. auditlogitems API call needs more information

    Hello everyone
    The AuditLogItems API currently returns a message for all
    transaction which includes the invoice # (Document ID) for invoices. There is no easy way to traverse to other parts of the transaction like the InvoiceID, PaymentID, RegistrationTypeID as part of the transaction. It would be really nice to include the relevant, related IDs as part of the AuditLog when appropriate.
    Thanks.

    4 votes

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    1 comment  ·  API  ·  Delete…  ·  Admin →
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    Dmitry Smirnov responded

    When you request a list of audit log items, each record contains short version of document. If you request a record details by it’s ID, you will get much more details, including related Invoice ID.