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  1. 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.

    2 votes

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  2. Contacts Advanced Search by specific balance

    There is a specific request for one additional field: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/31910419-advanced-search-field-needed-latest-registration. However, admins should be able to use any of the internal fields, and not just the UI fields, as advanced search criteria. In our case, we need to build mailing lists of members with specific open balances, but {ContactBalanceAmount} is not available in Advanced Search. Furthermore, it would be nice to distinguish between members with open credit (payment) balances, those with open debit (invoice) balances and those with open net balances. Presumably, {ContactBalanceAmount} shows the open net balance.

    2 votes

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    2 comments  ·  Contacts  ·  Admin →
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  3. cc email

    I would like to be able to cc member emails to their secondary email selectively. Currently I have to make it a global change. I have some members who would like their spouse to also get our emails as well but most do not.

    2 votes

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    0 comments  ·  Emails  ·  Admin →
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  4. Email Column Padding

    The default padding for column widgets in an email is set to 20. Doesn't matter how many columns there are. I would like a way to change the default.

    2 votes

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    0 comments  ·  Emails  ·  Admin →
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  5. Event Extra Charge Calculation Export

    When you create an Extra Charge calculation field in custom Events Registration, the Multiplier number entered by the attendee is treated as text, rather than numeric, in exports, which makes it hard to sort by size. Can that be changed to numeric for the export?

    2 votes

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  6. 2 votes

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    0 comments  ·  Events  ·  Admin →
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  7. Manage Group Participants by Membership Level

    Groups: Add members to a group by Membership Level so we can have multiple membership levels automatically added.

    Example 1:
    Our membership organization has different levels of Supporting Partners, but they are all Vendors. We track them within the Membership Levels alongside our Members. Would like to have a "Vendor Group" As new vendors come on board or others discontinue sponsorship, they would automatically be added to Vendors simply by virtue of the Memebership Level they belong to--NOT individually added (which is easy to forget to do and difficult manage).

    Example 2:
    Some of our Membership Levels are Non-Voting. Therefore,…

    2 votes

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    0 comments  ·  Members  ·  Admin →
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  8. membership

    We're looking for a way to run a report on folks who have changed their membership level (from Assoc to Pro in our case) for a selected timeframe. This would provide us the ability to see how our membership is trending - whether they're making gains in the industry such that they could be considered 'Professional'.

    From a back-end perspective, I think it'd be a matter of:

    • adding two database columns (MEMBERSHIP-PREVIOUS-LEVEL and MEMBERSHIP-PREVIOUS-CHANGE-DATE)
    • Figuring how to populate those columns on initial member creation (blank or default to initial level and join date)
    • Updating code so that when a member's…
    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  9. localStorage

    There is a DOM Exception thrown if localStorage is tried to be accessed within an IFrame and certain Browser Privacy Settings. My JavaScripts are not executed because of the Exception caused by your JavaScripts. Please fix by using try/catch every time your scripts try to access localStorage. Please start in object "OnlineStoreCartService" because this is affecting me.

    2 votes

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    0 comments  ·  Widgets  ·  Admin →
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  10. duplicate child pages

    Hi, I was wondering if there was a way to duplicate child pages. For example, if I want to duplicate a parent page with 4 child pages under it, I have to duplicate each individual page. My question or ask is to see if there is a way where I can duplicate the parent page and all of the child pages underneath it will duplicate at the click of one button. Thanks!

    2 votes

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  11. change {InvoiceDetails}

    We would like to be able to edit the macro {InvoiceDetails} as this would allow us to indicate information that we would like to appear on the Authorized.com payment receipt, which is the payment method we use to process memberships and events.

    2 votes

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    0 comments  ·  Finances  ·  Admin →
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  12. Add PayPal as payment option with Affinipay

    Several members prefer using PayPal as their payment method. It would be nice to be able to use PayPal with Affinipay.

    2 votes

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    0 comments  ·  Finances  ·  Admin →
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  13. restrict page to saved search

    Why can't we restrict access to a webpage based upon a saved search? For example, we want all the attendees of a specific event to be able to access a certain webpage of materials. However, because not all attendees are members (they are contacts), we can't use the Restricted > Member Groups because not everyone who registered for that event is a member. Why can't we use a saved search instead? This seems incredibly short-sighted.

    2 votes

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  14. Waiver review within app

    Within the member app for event registration, the custom 'rules and terms' field doesn't allow members to click on/read the document (such as a waiver) before accepting terms. If members want to read the rules and terms, they are required to go to a web browser and login. The app should allow for a way that registrants can review the terms without having to go to leave the app.

    2 votes

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    1 comment  ·  Events  ·  Admin →
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  15. Improve useability

    Registration for Events. I get countless emails saying 'how do I register'. The answer is click on 'Register' BUT this 'button' is lower case, has low visibility compared with the texts above it, see attached screen shot. Simple remedy: make Register BOLD and put a box round so it looks like an actual button.

    2 votes

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    0 comments  ·  Events  ·  Admin →
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  16. Pantone Colors

    Can you PLEASE add the whole Pantone colors ! PLEASE

    2 votes

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  17. Show {Event Extra_Info} on app and web for logged in members that have registered for the event.

    The {Event Extra_Info} field is shown on confirmation emails. This field can be used to contain useful/important information to attend the event that is not shown to the public (door codes, ZOOM links etc..). The information in this field should be shown on the the web and on the app for logged in members that have registered for the event, it is currently not. This makes it difficult for members to access the information they need in order to attend an event.

    2 votes

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    0 comments  ·  Events  ·  Admin →
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  18. customization and access to member photo albums

    The member photo albums are such a great feature and the improvements you made in 7.14 are welcomed. But, there are a number of issues on using these effectively. We are a league of artists and are using the website to showcase our artists and also to sell their art in our shop. You can see our website at https://northshoreartistsleague.org. We have come up with some ways to utilize the functionality that is available but are pushing the limits of the software and website to do this and have a number of places where it is a significant amount…

    2 votes

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  19. Member Check-In

    We need a way for members to check in and make sure their membership is within date. Our members pay a monthly fee to use our facilities and need to be paid up each month. If a QR code could be implemented so that it can be scanned when they enter and the membership date be displayed on the scanning device it would be extremely helpful. We have tried may other things to check in people but nothing has worked very well as people can always escape the person near the front door. Additionally, we tried a sign in chart…

    2 votes

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    1 comment  ·  Members  ·  Admin →
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  20. Mutually exclusive events for events on different days

    Let's say one group meets on Tuesdays; the other group meets on Fridays. Can I make it so that if a person registers for the group on one of the days they can't then register for the group that meets on the other day.

    2 votes

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    1 comment  ·  Events  ·  Admin →
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