Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
3394 results found
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Don't break connection between payments and original operations they were received for
I want to be able to track the financials for an event - included who paid what and who was refunded. With v5.9, invoices are not deleted (hurray!) but are voided and payments are unsettled. This 'breaks the link' between the payment and the event. I'd like to have an audit trail of all financial transactions related to an event, even for cancellations.
Background - the specific use case is events that have cancelation fees associated with them. When someone cancels we still need to charge them. Canceling them from the event voids the invoice and unsettles the payments. I…
3 votes -
Fix membership trends report for bundles
On the Membership Trends Report under "Active Members," you do NOT show Active Members, you show "Active Bundles for levels with Bundles." Bundles include more than one Member so the count of Active Members is incorrect because it's a combination of Members and Bundles if you have levels with Bundles, which we do..
However, the Members Summary List shows both Members and Bundles, which is more informative and shows the correct number of Members.
Suggestion:
Change the Membership Trends Report to correctly show only "Active Members" (not Bundles) like the heading indicates. Or show both Members and Bundles like the…3 votes -
Export member groups as a separate columns
Currently when you export a Member list the associated groups are exported into 1 column seperated by commas in no particular order. The data is inocnsitent wne the export is pulled. I would like to see all of members group affilliations export to their own column so that i am able to sort and filter on those groups much easier.
3 votes -
More flexible formatting for polls
Poll formatting is very limited and can only be changed by means of CSS. Even so, it is difficult to figure out which classes to write CSS for.
1. Questions are formatted with H2. This is wrong. Just because the only hierarchical level currently above the question is the page title does not make a question a header!
2. H* formats should be reserved for real headers, such as section headers (see https://forums.wildapricot.com/forums/308932-wishlist/suggestions/42891228-support-dividing-questions-into-sections-in-polls).
Possible solutions:
1. Provide a rich-text editable template as is done for some other forms, like invoices, where one can apply standard formatting for all polls.…3 votes -
Select information to display at contact profile system page
On the contact profile page (system page), there is a widget called "contact profile". You cannot hide any of the information in that widget, change of of the wording, etc. Some of it can be confusing to the members. For example, the "member since" has the date that the contact/membership was created in WildApricot. We have members that go back 50+ years. Sure, I could go and update that field, but the "member since" is not a meaningful data element to us. However, I cannot get rid of it.
Also, the word "bundle" is not really what we call it.…
3 votes -
Registrant email update - refresh recipient list in ‘Email Registrants’ function
I need to schedule an update to event registrants so I select ‘Email registrants’. Email is written and saved ready for scheduling the next day. Overnight several new registrants book on to the event. However, there’s no way to refresh the registrant list generated through the ‘Email registrants’ option the previous day. This then means I have to copy and insert the email contents into a fresh email generated through ‘Email registrants’ to capture the new bookings. Or I can manually add the contacts to the existing recipient list as separate entities. Or I send the email to the original…
3 votes -
Files on Event Details
I would like to be able to add files to the Event Details tab. I could then set up our board meetings as events and include agenda, presentations, and minutes on the event, which then could be seen by board members both before and after the meeting.
I have tried to do this with modifications to the Registration Form, but this isn't a workable approach.
3 votes -
private messaging in forums
I would like to be able to contact the author in a forum directly without having to post it on the forum. there should be a contact form that allows the author to be anonymous. For example, a buy sell forum you should be able to contact someone without simply posting it on the entire forum.
3 votes -
HST on Receipts
I have just processed our first payment and the receipt came through with the total amount of the invoice HOWEVER the HST was not reported separately. As we are a municipal association it is important from our members standpoint and their employers that HST be identified separately. No different than you charging HST on fees and having to report it separately
3 votes -
Links should default to "same window"
Please make links default to same window. When I add a link, the default is to "new window." This is extremely inconvenient as I have to remember to select same window. Most of the links I add to our site are to other pages within the site. I have never seen a CMS that defaults to "new window" for links. Could you change it to default to "same window"?
3 votes -
archive emails
I would like the ability to archive email templates or at least sort them.
3 votes -
Use Organisation as Forum and Blog author
I would like to use the member's ORGANISATION as the author for the Blogs and Forums. Our first and last name are private to the public so it just comes up as Anonymous which isn't good. On the private forums the author is first and last name when really it should be on behalf of their organisation.
3 votes -
Suggestion for slide show gadget
For SLIDESHOW CONTROLS >> RANDOMIZE ORDER: It would be great if the order were randomized for each run-through, but each photo gets displayed once per run-through.
3 votes -
A chapter membership field
Similar to the group participation field a separate system field called chapter membership could be a very useful way to enable access control by chapter memberships.
Mixing this into the group participation field is problematic because choosing chapters can be publicly available through the member profile while group participation sometimes is managed only by administrators.
3 votes -
Email - add exclude segment option (also in Advanced Search)
I would love to see an option when preparing to send emails for me to include several groups/saved searches (like it is currently) but to ADD a EXCLUDE option for to remove other groups from that email. For example, I want to send several donation solicitations. But I DON'T want to include people who recently made a donation or perhaps a group of people. So when WA populates to who it is being sent to, it would take my recipients (for example 100 people multiple saved search or member levels) and then remove or not include people who fall into…
3 votes -
emoji
Would love to be able to insert emojis into emails. I'm working on a mac laptop and when I use the shortcut to pull up my emojis, it doesn't even come up if I'm on the WA screen.
3 votes -
3 votes
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donation form tracking
I would like the donor records to reflect what form the donation originated from. We embed unique forms in different pages based on campaign needs. Sometimes these include custom form fields which then allow us to pull a report of donations received via that form, but other times we don't need to ask any questions and then those donations can't be identified as unique to that campaign.
3 votes -
Custom Select from All Exportable Data and Save for Later Use
I'd like to be able to build a custom export to include fields from Contacts, Invoices, Payments, etc., that are unique to each export. For example, I often need to report on membership statuses along with the last dues payment made, the amount paid, and other payment details. To do that, I have to get export Contacts, Invoices, and Payments, then put in Access and link the 3 tables. I've attached the field names for three exports so you can see how they differ.
3 votes -
IMPROVE EASE of use in completing processes
Suggestion: ALL ACTION BUTTONS SHOULD BE MADE MORE VISIBLE.
"ACTION" buttons (examples are Register, Next) are not emphasized enough (perhaps a larger size text, or bold text, or a box put around the text, etc). This lack of visibility is causing confusion among infrequent users who miss what to do next in whatever process they are going through. The result is that, I the administrator, have to spend time and effort processing and helping users who have failed to complete a process (eg payment). I look forward to your comments3 votes
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