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Confusing Uses of Term "Administrator"
PLEASE, PLEASE, PLEASE, PLEASE, use a consistent and different term for the overall WA account primary admin person vs. a bundle membership account admin person vs. one of the people authorized to work in the WA modules.
I sent out invoices to the entire membership last night and checked the box to send a copy to the organization contact, which is me (membership-dues@idesst.org). That did happen, but a copy of every invoice ALSO went to our president who has full WA access and is one of the 5 administrators, but is not the primary organization contact!!
The term administrator seems like it gets used inconsistently to mean both, which is extremely confusing. There needs to be consistent, and separate terms for 3 different types of users: primary organization contact, a WA admin, and a bundle admin. Frankly, the way the word "bundle" is used on your site is not a common usage here in the US. We would more likely use family membership or group membership, or maybe make that a customizable item when the primary organization contact sets up WA. I have attached examples of the confusion... Thanks, Diane
PLEASE, PLEASE, PLEASE, PLEASE, use a consistent and different term for the overall WA account primary admin person vs. a bundle membership account admin person vs. one of the people authorized to work in the WA modules.
I sent out invoices to the entire membership last night and checked the box to send a copy to the organization contact, which is me (membership-dues@idesst.org). That did happen, but a copy of every invoice ALSO went to our president who has full WA access and is one of the 5 administrators, but is not the primary organization contact!!
The term…
10 votes -
non-registration events from 'parent' group
I would like to be able to add items to our calendar as just entries, not events.
We are a local user group that is a kind of "subsidiary" of a larger international user group. Our "parent" group hosts several conferences, webinars and other events throughout the year. We would like to use our calendar to publish/promote these events to our members. However, our group has nothing to do with registering attendees for these events.
We need to be able to publish items on our calendar as merely promotional, without requiring/allowing any reply from our members whatsoever. The "event" details will be used to redirect our members to the national organizations web site.
I would like to be able to add items to our calendar as just entries, not events.
We are a local user group that is a kind of "subsidiary" of a larger international user group. Our "parent" group hosts several conferences, webinars and other events throughout the year. We would like to use our calendar to publish/promote these events to our members. However, our group has nothing to do with registering attendees for these events.
We need to be able to publish items on our calendar as merely promotional, without requiring/allowing any reply from our members whatsoever. The "event" details…
4 votes -
Dashboard posting of aging receiveables
On dashboard page have aging receivables dollar amount posted.
2 votes -
Schedule "Enable Registration" for Events
Add feature to schedule "Enable Registration" to events ; so that events for a month will all be available on the same date and does not require manual work by admins
7 votes -
New member list gadget
We are interested in having the latest ten (or whatever #) new members names and their company appear as a scrolling gadget on our home page, similar to a picture slideshow, for a specific number of days.
This could be listed as a member benefit to the association that the new members name/company will be listed on the Association home page.
11 votes -
Link tracking should include anchor links
If I've analyzed logs' link tracking list correctly, the list contains only links to destinations outside the email. It does not list any anchor links (that is, "jump" links that scroll the reader to another point on the page).
It is potentially as important to track these as to track external links. For example, if I have a table of contents at the top of the email, and someone clicks on a link in it, it tells me of their specific interest. If, then, they do NOT click through to our event (or whatever), I know they were interested, but we didn't sell them.
If only the external link is tracked, I learn nothing, because they didn't click it.
If I've analyzed logs' link tracking list correctly, the list contains only links to destinations outside the email. It does not list any anchor links (that is, "jump" links that scroll the reader to another point on the page).
It is potentially as important to track these as to track external links. For example, if I have a table of contents at the top of the email, and someone clicks on a link in it, it tells me of their specific interest. If, then, they do NOT click through to our event (or whatever), I know they were interested, but…
2 votes -
Custom fields with multiple parts and "add another" functionality
Enhance custom fields on members and contacts to support tracking of complex, variable length data. For example, we need to track the name, gender, and birthday of our members children. To do this we have one field where they enter all the names and then 5 different date fields. This is awkward all around. We don't have the data connected accurately because it's stored separately. And then if a member only has 1 or 2 kids there are extra fields hanging around. The search displays and directory widget displays are limited to 3 fields per column so we the data is broken up in strange ways to get it on there.
We'd like to:
(1) set up 1 custom field that has 3 parts: a text entry, radio button, and date parts.
(2) allow members to "add another" dynamically as an option on that 1 custom field
(3) display all of the data for that 1 field together in search results and the directory gadget
(4) be able to search on the parts individually, e.g. find children under 2 or children 3-5 yearsExample data display:
Emma Miller (F) - 3/21/2011 (6 years)
Cameron Miller (M) - 6/13/2014 (3 years)Enhance custom fields on members and contacts to support tracking of complex, variable length data. For example, we need to track the name, gender, and birthday of our members children. To do this we have one field where they enter all the names and then 5 different date fields. This is awkward all around. We don't have the data connected accurately because it's stored separately. And then if a member only has 1 or 2 kids there are extra fields hanging around. The search displays and directory widget displays are limited to 3 fields per column so we the data…
3 votes -
On Contact details, move custom internal use fields up above the auto-generated system notes
Please move the internal fields up above the auto-generated Notes on the Contact details tab. I have a number of internal use custom fields that I have to scroll way down to see. It's super annoying! Would love for my custom fields to appear first. Thank you!
3 votes -
wordpress plugin -- don't overwrite all fields on login
I'd appreciate it if we could choose to limit the information that the wordpress plugin overwrites on login. Currently I've got another plugin installed, WP Front User Role Editor, which allows me to assign "secondary roles" to users -- this is great if I want to grant individuals author privileges, and they're not all in the same membership level. Unfortunately the WA plugin overwrites this secondary role every time a user logs in, so I'm unable to implement this.
2 votes -
Don't send passwords in plain text emails
Don't send users passwords via plain text email. Anything but that. It screams 'amateur', and 'not up to date with current security standards' to our users.
24 votes -
Give bundle administrator ability to see registrations of their bundle members
we really need is the ability for bundle administrators to at least SEE (if not edit) the events their bundle members are signed up for or have taken in the past. We have a membership with parents and children. And on top of needing to be able to have parents sign their children up for events (but not themselves) we need parents to be able to see the events their kids are signed up for.
7 votes -
Event Organizer to manage event on APP
I would like to see the mobile app to allow a member to login and if they are an event organizer they can see these event. They can add/remove/check in registrations and only see common data fields for contacts.
This is so the organiser can manage the registrants instead of hassling the trip coordinator.
Cheers.
32 votes -
Adding name and address to Printable Membership Card file
The new membership cards are great. I would like to have the ability to modify the printable PDF file. Similar to the way we can "customize default membership emails" I would like have the ability to add the name and address to the printable file, so the membership administrator could print and mail out the card in a window envelope. Currently we export a members information and merge it in a Word Document, many steps and cumbersome. All that would be necessary would be the name and address. See attached file highlighted in yellow
3 votes -
event additional information edit capabilities
event additional information editing capabilities
8 votes -
Apply a Cancellation deadline to all registration types with specific name type at once and not individually
Apply a Cancellation deadline to all registration types with specific name type at once and not individually. Many future events have been created, and the new cancellation functionality is great. However, it must be done manually. Is it possible to apply this action to many ticket types under the same name?
1 vote -
Underline is Stuck!
In writing emails, when text is formatting to Underline, it stays set permanently. When you select underline again to remove the current underline....you can't change it. Looks like a glitch. Can someone fix?
3 votes -
Allow registrants to change their registration details
Registrants could view their registrations and cancel them. But the edit registration details and options is still not presented.
There are many cases then this function required, started from typo to registration options.
At the same time not all administrators allow to edit registrations, it depends on many factors, the main it may affects costs.Another case is adding / removing guests to existing registration, we have separate thread about this: https://forums.wildapricot.com/forums/308932/suggestions/8827063
144 votes -
Professionalize email Unsubscribe process and let us change opt-out instructions. In many ways the opt-out process is incomplete ...)
Professionalize email Unsubscribe process and let us change opt-out instructions. In many ways the opt-out process is incomplete (at best) and (at worst) amateurish. Professional marketers would be embarrassed at the omissions, awkwardness and inconsistencies as things stand now. And WA wants us to look as professional as it does, right?
UNSUBSCRIBE LINK TARGET PAGE:
We can add custom language explaining that we have "two lists" and that the button applies only to the type of email they clicked on. But then the system concludes by saying, "do you want to unsubscribe from email blasts?" Huh? For starters, some of us hate the word "blasts." Would you really want any customer to feel like they've been "blasted" (in any sense of the word), let alone someone who is not satisfied by having received your email? I suggest something like, "from this type of email?" or "the type of email you clicked on?" But most of all, we would like to customize this system text ourselves.
Why no text-box form field or other form of feedback, so we understand why people leave our list? This is Marketing 101. Although apparently we can add a third-party survey or form, my understanding is that it would take them away from the page. If you make something harder for a user, fewer users will do it. Please get us feedback, without setting up user roadblocks!
PROFILE PAGE (EMAIL INSTRUCTIONS TAB):
This, too, is in dire need of explanation, so that people know what they're (un)subscribing. But if we add text above the Edit Profile button, it's there on every tab. As you see, I don't mind long text where it is helpful, but not when it is irrelevant to the user's objective. We want to explain email ONLY when viewing the Email Subscriptions tab.
The system descriptions of the two email types are not only inconsistent with our custom explanation, they are inaccurately worded, and thus confusing:
"Automatic event announcements. Receive advance announcements about upcoming events
Mass emails from administrators, such as newsletters and other important notifications"- We call them "routine event announcements." This describes them more from the user's view. That they are "automatic" is relevant only to us. (Same is the situation regarding the word "manual.")
- We also use manual email to send advance announcements of events, especially major events. So that sentence is a bit misleading, too. And, personally, I hate the word "upcoming" as unnecessarily wordy and corporate-sounding. It's like "use" and "utilize" -- as any high school composition teacher will tell you, they mean the same thing. And when did movie theaters ever show "Upcoming Attractions"? But let's let these two issues slide for now.
- "Mass emails" -- aren't Automatic Event announcements "mass emails," too?
- If the point is that these mass emails are from administrators, okay, you know that, but the reader doesn't. And the word "administrators" is wrong -- our manual emails are from our Financial Secretary, or our President, or Corresponding Secretary, or one of our other managers, or simply from the club. "Administrators" do not send newsletters, and are anonymous, impersonal and scary.
- We'd like to customize these lines, too, which would be better than a big, long preamble above (even if that preamble were limited to the Email Subscriptions tab). For one thing, we would expand the list of examples. (e.g., "... such as newsletters, announcements of very special events, policies and club issues, non-event news, dues notices and reminders, schedule changes, etc."
- Somewhere (currently only possible in our monster preamble) we need to remind Members that they should not opt out of custom emails. Luckily not many members have, and I suspect the few who did unsubscribe were confused. But ideally, it should not even be possible for a Member, unless they are warned of the consequences, or have to ask an admin or something.
Yes, it would also be nice to offer a greater range of email options as others here have wished for (such as only one email per event, or a consolidated list of coming events once a week, and a Submit "action" reminder to check our event calendar often, since they won't be learning of events by email).
But first let's finish the basics?
Professionalize email Unsubscribe process and let us change opt-out instructions. In many ways the opt-out process is incomplete (at best) and (at worst) amateurish. Professional marketers would be embarrassed at the omissions, awkwardness and inconsistencies as things stand now. And WA wants us to look as professional as it does, right?
UNSUBSCRIBE LINK TARGET PAGE:
We can add custom language explaining that we have "two lists" and that the button applies only to the type of email they clicked on. But then the system concludes by saying, "do you want to unsubscribe from email blasts?" Huh? For starters, some of…
10 votes -
Gadget Displaying Member Name
We would love to see a gadget that displays the member's name. This gadget could be similar to the Login Button Gadget, but showing instead the member's full name only.
This would allow to greatly personalize the member's experience on his/hers content pages, such as greeting them on their homepage. For example: WELCOME ON YOUR HOMEPAGE [(FULL_NAME)].
5 votes -
Field for check number
We really need a field to record a check number when processing payments.
13 votes
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