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  1. Customize contact fields to include on donation form

    Hi guys.

    Would it be possible to make the donation function page's contact fields editable, much like the current page that allows people to sign up for the email newsletter?

    Right now, it defaults to all required contact information, which makes sense for anyone applying to our organization for membership or registering for an event, but does not make sense for people who only want to donate to us.

    Thanks!
    Nathan

    21 votes
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      13 comments  ·  Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →

      We have started development of the feature. It will be published in 5.11 release on 15th May.

      I’m glad to announce ability to control which common and donation fields appear on each Donation form. The workflow will be similar as setting up Subscription form gadget.

      We’ll keep you updated on progress

      Nadya, Product designer @ Payments team

    • Generating membership cards and certificates

      Current behavior:
      Membership certificates/cards can be produced by running a search, exporting records and using something like MS Word mail merge

      Desired behavior:
      Ability to directly setup in the system layout and fields for membership certificates/cards and then to print them using common label formats.

      Notes:

      Details about specific desired formats/layouts/label sizes would be appreciated.

      329 votes
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        151 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →

        Thanks to all who commented here and participated in our UX test. We analyzed all comments and feedback and started development of this feature.
        This thread contains a lot of comments and requests and changes look pretty huge, so we decided to ‘eat the elephant’ bit by bit.
        The first step will be implementing membership cards for new / renewed members. Administrators can create the card and publish it in the member profile automatically so that members could download and print it.

      • Invoice Report to show both initial Invoice and Payment Date?

        Can we get under Finances, under Invoices, a way to get the Invoice Report to show both initial Invoice and Payment Date? Or to get an Invoice Type filter on the Payment Report?

        11 votes
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          2 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
        • Integration with "PayPal Here" (accept credit card payments on the go).

          Integrate mobile app for administrators with PayPal Here in order to accept credit card payments.

          Please vote to this suggestion if you prefer using PayPal Here instead of Square Register.

          102 votes
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            2 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • finance reports need a detail field

            So I sell a membership and that person also bought a map and made a donation. When I create the invoice, the membership automatically shows up. I can add a line for the map. If I add it first in the donations tab before creating the invoice, the donation will also automatically be added to the report.
            BUT when I download a list of the payments for that day, I get one entry for that person (the membership) with the total amount paid. I need the membership to show on the report separate from map.
            The lack of Detail for…

            19 votes
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              0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
            • Mark invoice as already emailed

              There is no way to figure out if invoice is already sent to or not. If there was an easy way to track if the invoice had been emailed, that would be incredibly helpful. Maybe the button just changes to “email again” after it’s been sent once?

              11 votes
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                3 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
              • User ID field: Give Option to be Admin Access Only

                Currently, members see the Wild Apricot assigned User ID in their profile. I understand why it's important for the database, but showing it to the members is confusing for them, especially for organizations whose members already have a different type of ID #. First Name is a system field too, but it has the option "For administrator access only." Please add this option to User ID. Currently the only way to hide it is using CSS to set the display to none, but I cannot target the row for User ID in the Privacy area where members determine what to…

                6 votes
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                  2 comments  ·  Members  ·  Flag idea as inappropriate…  ·  Admin →
                • Restricted access to documents and images (member only files)

                  Current behavior:
                  If users have a direct link to a file, they will have the ability to download it (i.e. page permissions are not inherited by the files on those pages)

                  Desired behavior:
                  Restrict folders and the files in those folders by membership/administrative/group level

                  189 votes
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                    Work in progress  ·  84 comments  ·  Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
                  • Custom Reports/Full Transaction Data Extract

                    What I'd love to see is a simple way to export all of my transaction data. It should include every transaction recorded for event registrations, memberships, renewals, donations, refunds, etc. Then I can create my own custom reports with another program (Excel, Access) and all I would need to do is update my report data source with a new daily or weekly export from WA. Alternatively, the ability to custom design my own reports within Wild Apricot would be nice too. For example, using a drag-and-drop interface I could create my own pivot table reports like in Excel.

                    49 votes
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                      20 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →

                      We have started development of the feature. At the moment we decided to focus on ivoices and payments exports and add
                      – More contact details
                      – Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
                      – Payment date to invoices
                      Some other minor changes.

                      We’ll keep you updated on progress

                      Oleg, Product designer @ Payments team

                    • Customization of Financial Reports

                      Hey. I have seen that there is progress for the integration with quickbooks which is amazing, but in order for our finances to get figured out I need to be able to generate reports with the attendee, email, organization, event, payment date, amount, and payment type. The closest I can see it exporting the attendee reports from each event and then combining them.

                      If we could edit the level of detail that the finance reports show, that would be ideal

                      42 votes
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                        13 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                      • Implement Let's Encrypt

                        Wild Apricot should implement Let's Encrypt's new free SSL certificates for all paid accounts with custom domains by default. Perhaps the technology is already compatible, but the process seems to be very different from just emailing the WA tech support a certificate.

                        35 votes
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                          24 comments  ·  Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
                        • Put Save and Cancel Buttons at Top

                          When a member edits their profile, the Save and Cancel buttons are at the bottom. If the profile is long, as ours is, they can change a few items at the top but then they don't see how to save it.

                          These buttons should be at the top of the page, or at both the top and bottom.

                          The same thing should be done on other forms with Save and Cancel at the bottom, unless it's a form that we want the member to go all the way through (like event registration).

                          I know this is a little thing and…

                          4 votes
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                            Work in progress  ·  1 comment  ·  Usability  ·  Flag idea as inappropriate…  ·  Admin →
                          • Mobile app for members - register for events, search directory

                            Current situation:
                            Our mobile app is only accessible to administrators of an organization.

                            Desired situation:
                            Have a native app (apple + android) that useful for members (e.g. register for events, view directory, edit profile, etc)

                            106 votes
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                              35 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                            • RSVP - Simplified event registration

                              Current behavior:
                              Registration requires filling out online registration form.

                              Desired behavior:
                              In some cases this is an overkill and what is desired is Evite-style registration when people can simply click on the link in the event and be done with it.

                              Notes:
                              1) This would only work for people already in the database
                              2) This would only apply to free events
                              3) If there are multiple registration types - assign one as default? Force people to choose online?
                              4) Highly desirable - negative RSVP - when people say they can not attend.

                              268 votes
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                                Work in progress  ·  88 comments  ·  Events  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change Payments report Export file to include what the payment is for

                                Make a quick fix to this Excel download report:
                                The displayed report at Finances - Payments & refunds - displays what the payment is for but the export file does not contain the field containing what the payment is for. It only shows the word "Payment" which is unneeded. PLEASE CORRECT THIS ASAP!

                                See attached:

                                16 votes
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                                  2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                • 23 votes
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                                    1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Export all contact information (e.g., addresses, phone numbers) from financials

                                    Export all contact information (e.g., addresses, phone numbers) from financials

                                    8 votes
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                                      0 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Adding event title to invoices that related to an event

                                      I've found frustrating is that in any list of invoices, the event (or events) that the invoice pertains to isn't given. The only information is "Event registration", which isn't too specific. A user can click into each invoice to look at it, but when managing a large number, this can be very time consuming.

                                      Thanks.

                                      15 votes
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                                        1 comment  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Provide event name and membership level details in invoices

                                        Currently, there is no way to report on financial transaction details in WA. I need a way to report by transaction - which event, what membership level, etc in Excel. Currently, the only way to determine this is to export a QuickBooks file and either open in Excel or import into QuickBooks. PLEASE add more financial reporting that gives details of each transaction (opposed to just saying Event Registration or Membership). This is crucial for bookkeeping because we track each transaction by type.

                                        23 votes
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                                          18 comments  ·  Finances  ·  Flag idea as inappropriate…  ·  Admin →
                                        • reports that access financial information and information from the application simultaneously

                                          I am told by WA that it is currently not possible to run a report that includes both financial information and information that is in the application. We need this capability.

                                          When our members join the state organization they also join a district (for the geographic area in the state where they live). The dues get divided between the state organization and the districts. Currently, to figure out how much of the dues goes to the state and how much goes to the district accounts we need to export the contact information from WA to an excel sheet and export…

                                          6 votes
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                                            1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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