Wishlist
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quickbooks online
Critcal
support csv output formats that can be imported to QBO. The QBO record types are Customers, Invoicdes, Journal Entries, Products and Servicses, VendorsWithout this MODERN feature, I am forced to manually reconfigure the QB output format for QBO input. Too bad QB changed its format, but they made it simpler... goodness
here is the url https://qbo.intuit.com/app/import-export-ui/importdata
attached is a sample entry preview from QBO and a sample journal entry file3 votes -
Block specific emails for creating contacts
We recently had a public event and a non member registered and paid to attend. They wanted their money back since they could not attend. Our policy is no refunds and clearly states this on our event. Well they decided to claim fraud with their credit card company. Which was not true since they were mad they could not get their money back. Would like to be able to block them from registering for any events. Seems simple to block emails, why can't WA have this function?
3 votes -
3 votes
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multiple values for some queries
When doing a search of members, there are some values that you cannot select multiple options for in the same query. This would be beneficial so you don't have to do multiple queries on the same field.
3 votes -
Fix unexpected behavior of "Back" links when browsing member photo albums
When browsing an image in a member's photo album, clicking the link "<< All album photos" will take me back to the thumbnail view of the images in the album, however, if I then click the "Back" link, it returns me to the image I was just browsing, and not to the member profile page as expected.
The result is, once I've clicked "<< All album photos", there is no way to return to the member's profile without using my browser's back button.Wild Apricot support's response: "Unfortunately, this is a limitation of the software. The back link will always…
3 votes -
image linking to original
When a new event is created and an image is added, you can click on the image and in the settings there is an option where you can link to the original. This is useful because if the image is moved from one folder to another the link is maintained.
This functionality does not exist when you are creating an email and insert an image. You can insert a link but can't link it to the original. Can this be included for email images?
I have included the events image vs email image in screenshots attached.
Kind regards
Michelle3 votes -
Customize timeout to cancel registration if payment is not made immediately
Currently the option to cancel a registration if payment is not made has a 15 minute limit. We would like the ability to change that to 24 hrs.
3 votes -
Save membership report table as pdf (or allow better pasting)
I'd like to share the membership summary report on Slack and copying and pasting it isn't very readable.
It would be great to be able to download it (like the charts and some other reports). It would also be great to have the copy and paste be in a format that will do a better job with the columns when pasting into Slack.
3 votes -
API Access to Files
Currently the only reliable way to download files is to select and download one-by-one. There are several posts requesting SFTP but another option is to give API access to the files so that data backup, transfer copy and deletion can be automated.
3 votes -
guest email
We really should be able to email everyone, including guests, when we click Email Registrants. I did that, and it shows it would go to everyone, but it only went to the main registrants, not their guests, and your support team told me guests wouldn't receive the emails, even though some of your tutorials say they will receive them.
It would be great to be able to email all registrants, including guests, because most of our members will be registering guests.
3 votes -
Require membership approval before sending invoice
Two organizations I work with require new members to be approved. Dues are significant, as are requirements for membership. Currently, if a new member is entered in Wild Apricot they are automatically sent an invoice. This is a problem, since it takes some time to review new member requests. Suggest an option if you choose 'Approval Required' then add a sub-option to 'invoice immediately' or 'Invoice after approval'. We currently 'work-around' this with an 'Applicant' level and then change level if they are approved. This is a pain, especially with volunteer (member) administrators.
3 votes -
Popup box
Please add an option to create a popup box on a page. We'd love to have popup boxes serve as event highlight/reminders, or as a way to get folks to sign up to access content that's downloadable only.
3 votes -
Member directory -Search results layout
Add a Search results layout field option that includes - First name, middle name, Last name
3 votes -
Extend 2FA to all logins to website, not just administrators
HELP!!! Wild Apricot has the ability to move to 2FA for all people accessing a website on a WA platform. Please, please make this security issue a high priority. It helps protect personal information for the individual, entity, club. WA has the ability to implement this as all admins have to use the 2FA. Please??
3 votes -
Searching Contacts - Return/Enter key
Please allow users to press "return" or "enter" after typing a search term in the Simple Search function of Contacts.
Background:
When searching contacts, most people in my organization find it to be an act of muscle memory to use the Return/Enter key after typing what we are searching for. For instance, if we are searching for John Smith, we will generally type "Smith" and then press return. However, pressing return brings you to the place where you enter a new contact, regardless of what we typed into the search field before pressing return.
Although we realize that we should…
3 votes -
site search results order
Include settings to allow choice of the order of appearance of site search results; most relevant, chronological, reverse chronological
3 votes -
Fix the accounting period linked to billing date
Fix the accounting period for billing.
Currently the system forces invoices to be produced days or weeks in advance of renewal dates to avoid issues with account status. For example for annual renewal due on January 1 and delinquent on January 31, the invoices should be generated and sent at least 30 days in advance. But the invoice date then is in December or November of the previous year, and the accounting will reflect the income in the wrong year!
There are several ways to fix that, but please do. One way for example is to add an invoice due…3 votes -
Be able to override the default email that Store emails are sent to.
Emails can only be sent to the member login email. For those trying to order Christmas or birthday presents, it is no longer a surprise. Should be able to enter a different email for confirmations, etc.
3 votes -
Edit macro "Invoice details"
I wish you could edit the "invoice details" macro to add start date and end date of membership. Also add payment term to 30 or 90 days.
3 votes -
Allow One Payment for Multiple Contats
Currently you can apply a single payment to multiple invoices for one contact. We deal with several organizations that have multiple members. It would be great if we could apply a single payment to multiple invoices/contacts. Perhaps search by organization then select which invoices/contacts to apply that payment to???
3 votes
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