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3399 results found
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Email wizard: open discussion of recent changes
Hello,
my name is Andrew, and I’m a member of emailing development crew at Wild Apricot.
I want to thank you for your feedback about new compose email wizard feature. In this thread I would like to explain the reasons and goals behind emailing facelift and workflow changes that we’ve done in release 5.8 - https://help.wildapricot.com/display/DOC/Release+5.8
Our main goal is to make composing mass email as easy as possible. As we planned to release new features such as scheduling, selecting and using email templates, smart recipient selection, custom layouts and many others, we realised that we cannot have them all…
9 votes -
More Flexibility to Specify Members Included in Directory
At the moment, the only members that can appear in the Directory gadget are statuses Active and Pending-Renewal.
Even if the Directory is set to display from a Saved Search that includes other member statuses, those members are still excluded.
I suggest that when the Saved Search specifically includes other statuses, those members should not be automatically excluded.
In other words, if the Directory gadget specifies a Saved Search and the search includes a Member Status criterion, then the default exclusions on status should not be applied.
This will have more flexibility if and when multiple logic levels are implemented…
4 votes -
Login link should redirect to starting page when contact already logged in
Currently, logged out members are taken to the configured starting page after logging in with /sys/login
However, if members are already logged in, /sys/login takes them to the home page. I think this should also redirect the member to the correct starting page.
2 votes -
index custom fields so they can be searched
Custom fields would be more useful if the system indexed them so they can be found through the search function. Now when you enter text into a custom field and search for it you will get an empty result list. If custom fields were indexed you would find the content.
9 votes -
Save sent e-mails as PDF or web page
I have old newsletters in my e-mail log that I would like to be able to link to my website. I'd like to be able to have an export option for them so that I can save them as PDF or as a webpage.
36 votes -
Recording donations from non-contacts
In the "Record Donation" page, donor details, allow option to create a new contact immediately using the details provided where the donor does not have a record in the organization. Current method of adding a contact first, followed by donation, is somewhat cumbersome.
17 votes -
Adding EST or PST Start and End Times
We have people registering for our event from all over the country and overseas. It would be extremely helpful if the registration start and end dates and time would say EST or PST for Eastern Standard Time or Pacific Standard Time.
5 votes -
Prospect Management
More robust donor/prospect management features.
4 votes -
Allow a manual invoice to be flagged as a membership invoice.
When a member has come out of sequence on billing, requires a billing adjustment, or when a member attempts to pay many sessions in advance, it is often necessary to manually adjust that member's membership term and to issue a manual invoice to reflect that adjustment. Unfortunately manual invoices for membership do not show up in the Income Report as membership related income.
This proposal is to allow an administrator to flag an invoice as membership related so that it will properly show up as membership income for the Income Report.
6 votes -
support P2P (person to person) online payment processing
Our members are interested in making payments for club events using no-fee P2P (person to person) payment apps such as Google Wallet, Apple Pay or Venmo. This is especially useful for our mobile users.
15 votes -
Select sent email in new email wizard
In the new email wizard when it makes you select a template, I would like to be able to go to my email log and select a sent email as well. (Like I was able to before when composing a message.) This would let me use a sent email as the basis for my new email. I do this for reminders or to re-send an email to a different group of people.
I know there is a way to go to the log first, then resend an email that way, but it would be helpful if this was an option…
30 votes -
When searching, keying <ENTER> shouldn't refresh the page
In the Membership List, Event List etc, users can type into the search box at the top of the list and the list will seach in "real time", not requiring the user to press <enter> to conduct the search.
While this is great, most people have a muscle memory to hit <enter> after entering a search term, as it is widely used on the web. In Wild Apricot though, hitting <enter> like this causes the page to refresh (and sometimes the search term clears).
Can you please code something into the Search box to ignore the <enter> key.
5 votes -
See how many views a forum post has received
I've had a number of our members ask if it is possible to see how many times a forum post has been viewed. All our forums are 'Member' only and this feature would be very useful to review and judge member engagement. I hope there are others who would find this a useful feature if it was deemed acceptable to be introduced.
24 votes -
Not report on registrations for suspended members
When exporting all event registrations, registrations for suspended members (even cancelled ones) are included in the downloaded file. Note that these registrations do not appear in the Events.
This caused a good bit of confusion when we used the .xls file to generate and mail reports to our members. Suspended members received a list of registrations and assumed that the registrations were valid.5 votes -
Direct Export to Google Sheets for all data
Export DIRECT to Google Sheets from WA.
8 votes -
Please make it so suspended members no longer show up in member email blasts!
Suspended members are still included in membership email blasts! Please fix this now!
6 votes -
Email workflow: Edit subject line before sending test
The new email workflow is a bit weird: entering the subject line on the last screen while the test email button is on the third.
I generally want to see how the whole email looks in an inbox, including subject line.
I have a draft ready to send today and want to do one last test - I have to go back to the third screen?
Also, drafts are not saving as the edited subject line. I copied an old email and edited the subject line but it is still saving as the old email subject line.
32 votes -
Allow editing of "Simple" email template
The "Simple" email template shows up at the top of this list, can't be removed, can't be edited and it's really a little dorky with the bolded first name/last name and the default text that has to be removed. Can you please add the ability to edit or delete it? Thanks!
2 votes -
Manual invoices with different product and services
would be useful to have different product or services to add to invoicing. Member may use other services (not necessary events) and Club should have the opportunity to invoice it with option for payment conditions. (transfer, direct debt, card or paypal, for example)
5 votes -
Provide a 'subscribe to our newsletter' at the same time new contacts enter their email address on the sign up page.
Rather than log in and visit a subscription gadget, the new contact can check a box right after they enter their email address. This would be ideal. Very few new contacts will log in and search for the 'subscribe to our newsletter' gadget elsewhere on the website.
5 votes
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