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3402 results found

  1. Zoho

    What would make Wild Apricot unbeatable would be having a very tight and easy integration with a CRM such as Zoho. You would also make a killing on affiliate income from such a move. I have searched NEON CRM and other and they have no such integration. You really need to add integrations with 3rd parties.

    14 votes

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    2 comments  ·  Integration  ·  Admin →
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  2. Bundle e-mails

    Being able to send e-mails to everyone in a family bundle. Now we only send member announcements to the administrator of the bundle but it is up to them to pass the information along. So many people have their own e-mails and devices they prefer to get them directly

    14 votes

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    2 comments  ·  Emails  ·  Admin →
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  3. Bulk Donation Upload

    Bulk Donation data upload. It should work pretty similar to bulk membership upload. For those of us migrating from other systems, this is a must-have solution unless you want to pay someone to upload 20 years of data.

    14 votes

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  4. Allow control of membership level descriptions on membership form

    I would like to be able to control the information displayed about membership levels on the membership application form. Things like:

    Bundle (25)
    Subscription period
    No recurring payments

    ... are meaningless to the general public.

    15 votes

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    4 comments  ·  Gadgets  ·  Admin →
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  5. Allow additional info on each session of a multi-session event

    Many thanks for the multi-event capability in 5.6! We offer classes that typically run 5 or 6 sessions, so it's an excellent enhancement for us. Now we would like to be able to add a short info blurb (maybe a hover note?) to each session to tell a little about what the topic of that session will be.

    14 votes

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    2 comments  ·  Events  ·  Admin →
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  6. New prorate option for new applications - charge for the rest of current period AND add new full one

    Currently, the system offers two methods to prorate membership dues on new applications. Option one involves prorating the "current" dues assessment to the next renewal period and Option two charges a full dues assessments and provides a "free" extension to the following renewal date.

    I would like to have a third option for new member applications. Under this option, the "current" dues assessment would be prorated to the renewal date and add a full dues assessment so that they would be paid to the following dues renewal date (thus avoiding the "free" extension in option 2).

    Example: Jan 1st is…

    14 votes

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    5 comments  ·  Members  ·  Admin →
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  7. Linking to documents

    It would like the ability to link to documents within the default "link" panel rather then having "files" as a unique type.

    The benefit of linking to documents using the "link" method is that users could select if the document should open in a new window (or not) and also select a button style.

    Attached is a quick mock-up illustrating how this could look.

    14 votes

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  8. Allow wordpress sign-on in other direction - when a user logins in WA, he should be logged in in Wordpress too

    Under the present implementation if a member logs on to the wordpress site they will be logged on to WA. However, the reverse does not take place; a member logging on to the WA site needs to log on again to get into the WP site. Since wordpress offers tons of speciality pluggins I am using a wordpress site to complement the features that WA does not have (and likely never will) I direct logged in members at the WA site to the wordpress site to fill in these specialty feature holes but the need to double login presents a…

    14 votes

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    7 comments  ·  Integration  ·  Admin →
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  9. More flexible groups/bundles

    More flexible groups/bundles. Need to be able to create groups of members with different membership levels and have an administrator for that group (read only or edit selectable) who is not responsible for financial transactions.

    Parent Booster USA currently has four membership levels germane to this discussion:

    Basic -- $195 to join, $95 to renew
    Get Legal -- $295 to join, $95 to renew
    Get Legal, Stay Legal -- $495 to join $395 to renew
    School Administrator -- Free, but with limited benefits

    I need to be able to set up groups of members containing members at each membership level.…

    14 votes

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    5 comments  ·  Members  ·  Admin →
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  10. Volunteer credits

    I know that allowing redeemable discount coupons is on the wish list, but what about also acommodating volunteer credits (e.g. points or credits earned for volunteering) that could be used according to criteria established by the organization e.g. 20% off a membership renewal?

    14 votes

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    2 comments  ·  Finances  ·  Admin →
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  11. Email Signature

    I would like to have a set up in the email section that I could add my signature to the emails that I send, much like Outlook has a signature that you can set. There are two of us that send emails in WA and it would be helpful to have a signature for each of us. Right now I am having to type my name and contact info on each email.

    14 votes

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    9 comments  ·  Emails  ·  Admin →
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  12. Date/time stamping for member internal notes.

    Hi, Good morning!

    There are always multiple opportunities to create internal notes on a members account, following contact or interaction with a member - just as you might do with CRM and contact management software.

    These notes relate directly to the members account, including contact and support provided to the member. It is extremely important to have an internal notes section that includes simple time-stamping, display and tracking abilities. The current implementation of lumping them all together into a memo field has been cumbersome and time-consuming to manage. The ability to keep and track effective notes is essential to any…

    14 votes

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    10 comments  ·  Members  ·  Admin →
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  13. Email macro for Organization Contact Name

    It would be good to be able to specify an "Organization Contact Name" under Settings->Organization details. The "Organization Contact Name" could then be a macro that could be incorporated into emails to members, so that we could say something like: "If you have any questions, please contact {Organization Contact Name} at {Organization Contact Email}." It is nice to be able to let people know who they will be contacting -- it's not so nice just to give them an email address to contact without a name. Of course, we can write a person's name into each email without a macro,…

    14 votes

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    3 comments  ·  Emails  ·  Admin →
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  14. Mandatory email in Bundle Memberships

    When a person is added to a bundle membership, I want to make it mandatory that there be an email address.

    Without the email address, I see no way for that person to be able to logon.

    I understand that it used to be mandatory and that the decision was made to change that.

    If nothing else, the end user/site admin should have the option to make it mandatory.

    14 votes

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    9 comments  ·  Members  ·  Admin →
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  15. Provide event name on Financial documents

    When using the Financial tab, it is difficult to tell the source of the transaction, other than the general "event registration". For events, it would be extremely helpful if the list displayed the name of the specific event. Now you have to open the transaction to see which event it is for.

    This problem is even more apparent when viewing open balances from canceled registrations ---- WA does not record the source of the cancelation (except within the specific event). And since the invoice is deleted on cancels, there is no record in WA of the actual DATE of the…

    14 votes

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    3 comments  ·  Finances  ·  Admin →
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  16. Change Field Type For Existing Database Fields

    I should like some flexibility to be able to change field types for existing database fields.

    For example I have fields which are current defined as text. However members give different responses to the question in terms of capitalisation, abbreviations etc which make the behaviour of the search on data in that field erractic.

    I'd like to be able to change such a text field to a picklist.

    The database would still store a text value but the choice available to new members would be restricted by the list. Existing membership records would continue to hold the existing data until…

    14 votes

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    7 comments  ·  Contacts  ·  Admin →
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  17. Ability to Edit Page Titles for Individual Blog Posts

    I've noticed that one cannot edit the page title for individual blog posts which is a disservice to searchers. It appears that it defaults to the name of the overall blog and not the individual blog post.

    Am I wrong? It would be a great improvement to blog to edit the page titles for each blog. I've never heard of a blog post otherwise except here.

    14 votes

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    10 comments  ·  Blogs  ·  Admin →
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  18. Default setting for forum email frequency

    It would be useful to have a global setting for the default forum email frequency -- immediate or weekly. If this is not feasible I think that the default should be weekly. Many members object to
    receiving too-frequent emails.

    Gary

    14 votes

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    8 comments  ·  Forums  ·  Admin →
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  19. Multifactor authorization

    I do not like the two factor authentication currently required of me on signin. I am an administrator. The double (or you could say triple) is upon signing in - first: name and password, second: click the "I am not a robot" box, third: identify crosswalks or bicycles or whatever. Are all of our members seeing this? It is over and above what is needed!

    13 votes

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  20. vertical dividers

    On the website, you can currently insert horizontal dividers on web pages in the content gadget. It would be really useful if i could also add vertical line dividers too!

    13 votes

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