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3396 results found

  1. Communications tracking (CRM)

    I am posting this suggestion based on email exchange with a client - so that we can get more feedback from others.

    Even though we don't normally refer to Wild Apricot as a CRM system, it has many things in common with CRM:

    • database of contacts

    • tracking of various transactions with each contact

    the suggestion is to take this further:

    • Add 'Communications tab' to track all communications/actions with each contact: contact date & contact type, follow-up date & type, a note, tracking of emails (opens, links) and links to related correspondence records (email blasts). Among other major benefits, the system…

    49 votes
    30 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  2. Increase the number of scheduled event announcements

    I agree! The per event scheduling is a great feature BUT it would be nice to schedule an email blast for all the events on a schedule.

    We use our website for our training events and members are receiving 6 - 10 notifications a month. Even though they love our training events they do not like receiving individual notifications.

    Any chance that this will be in a future release?

    30 votes
    12 comments  ·  Emails  ·  Admin →
    How important is this to you?

  3. Group donations by year

    It would be helpful if we could group our donations by fiscal year.

    6 votes
    10 comments  ·  Donations / Fundraising  ·  Admin →
    How important is this to you?

  4. Automatic web archive of email blasts

    Our membership would like the ability to see archived e-blasts sent to "All" members. In our membership model, all members are "equal." I could see this further broken down by Group, e.g., members belonging to Board group could view archive message sent to their group; e-blast sent to "all" members could be view by "all" members, etc. Also, having the ability to show messages sent within a certain time period, e.g., messages sent within the last 6 months (rather than messages archived forever).

    Even better, have the ability to search e-blast message text by keywords much like the forums. The…

    163 votes
    49 comments  ·  Emails  ·  Admin →
    How important is this to you?

  5. Add report on event payments by tender [9008]

    I'd like to rename the thread, or perhaps it should be a separate thread?

    Enhance Payment Report to separately total Manual Payments and On Line Payments as it did before

    Or perhaps it's a separate thread --- the more I think about this, the more anxious I'm getting about our event management with this new report! This is going to make our event reconciliations much harder for our event managers. The old Payment report immediately displayed the total dollars paid via check (manual), and made sense to the event managers. Manual payments are all the event managers are responsible for…

    7 votes
    13 comments  ·  Events  ·  Admin →
    How important is this to you?

  6. Customize event attendee list - both public and admins sides

    Is it possible to customize what information is shown on the Registered attendee list that people can click on in event registration?

    Specifically for our purposes, our trade show exhibitors can apply for their booth space through the event registration system. Rather than date and name, I'd like the list to show company name, products and website.

    Thank you!

    73 votes
    64 comments  ·  Events  ·  Admin →
    How important is this to you?
    Evgeny Zaritovskiy responded

    Merged several posts together, so that both public and admins lists can be customized. This is better for analysis and design to work on them together.

  7. Admin to approve membership renewals

    I realize this is a stretch, but our organization wants to require administrator approval not just for new applications, but for renewals.

    For example, we have a discounted rate for full time students. We require that people show evidence they are full time students before we activate their membership. We can control this on the Member Level > New Applications tab with a checkbox under "Membership application review"

    But once they are approved, a year later, they can renew at the same level even if they are no longer eligible for the discount.

    Anyone has a solution for this?

    Thanks/

    …

    47 votes
    29 comments  ·  Members  ·  Admin →
    How important is this to you?

  8. Change position of any contact/member form field

    Currently the member form fields are shown vertically one under another on a page. How can we move any field we want to any position on the page?

    4 votes
    2 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  9. Ability to see forum posts by each user/member

    I put this comment in a different thread (oops!) and the Chief Apricot Dmitry said "I totally agree with your point about the usefulness of seeing a particular person's posts and I would appreciate if you could create a thread on this" Thanks Dmitry! Here it is...

    It would be useful for us to see posts by each user - like in these WA forums when you click on the user's name and it brings you to a page with a tab that shows all of their posts.

    Situations when we would like to see a list of each user's…

    5 votes
    3 comments  ·  Forums  ·  Admin →
    How important is this to you?

  10. Universal Email Footer

    Need more info in footer when sending email blasts. CAN-SPAM requires a valid physical address.

    Good -- Allow editing of the default footer that is added to all email blasts.

    Better -- Allow editing, and saving, of multiple footers that can be chosen from, and added, by name, to each email blast as it is created and sent.

    Best -- Allow editing of a default footer that is saved with all saved searches. Then, when a saved search is used to send an email blast, the footer saved and sent with it can be edited, and re-saved.

    20 votes
    10 comments  ·  Emails  ·  Admin →
    How important is this to you?

  11. Membership Categorgy restictions by age

    It would be great if WA allowed the restriction of certain membership categories to be restricted by age. We have a number of membership categories which include Cadets (Under 16), Juniors (Under 22) and Seniors (Over 60).

    It would make membership management simpler to either flag or prevent reapplication within the wrong category. Obviously a date of birth field would need to utilised to be able to allow this to happen.

    12 votes
    8 comments  ·  Members  ·  Admin →
    How important is this to you?

  12. Functionality for whitepaper registration

    We would like to offer free whitepaper downloads, if people will provide us their information. I would like to be able to create something like event registration except use to it provide access to a specific page(s) on our website. This page would have a whitepaper or other content for download.

    thanks

    David

    2 votes
    2 comments  ·  New features  ·  Admin →
    How important is this to you?

  13. Auto-login from e-mail links

    It would be great if a macro could be built that could be used in an e-mail where the recipient simply clicks on a link and they are automatically signed in and directed to their membership profile. Currently, there is a macro that will direct the recipient to their profile, but they still have to manually login to get to it.

    Anything we can do to simply the process for members who aren't super computer savy would be great. Having the macro automatically log them in would be a great enhancement. Thought I would post this to see if others…

    5 votes
    5 comments  ·  Security / Privacy  ·  Admin →
    How important is this to you?

  14. Log of changes - who deleted a contact, registration, or changed data

    Is there a way to find out which admin deleted or changed a contact registration or details.

    For example we have an event which a company registered their attendees and paid online. One of the admins deleted the registration. Is there a way to find out which admin deleted that contact?

    If this is not available could is possibly be added in the future? I like the fact that the 4.0 service will allow read only admin access which will help with this issue but I am still curious which of my admins deleted that contact.

    Regards,

    Alma AYala

    107 votes
    53 comments  ·  Security / Privacy  ·  Admin →
    How important is this to you?

  15. Twitter Integration

    We're looking for the ability to automatically update twitter any time someone posts an entry to the blog.

    Seems Twitter already has some basic API's for this.

    Thanks!

    13 votes
    5 comments  ·  Blogs  ·  Admin →
    How important is this to you?

  16. Administrator control over Member photo albums

    As a Wild Apricot website Administrator, I would like to be able to delete individual images from a Member's photo album (e.g. offensive, inappropriate, others' request).

    While a Member can add and delete photos, an Administrator can only turn the photo album feature on and off, i.e. shut down all albums for an individual Member.

    A workaround is to reset that Member's password, log in as that Member then delete the desired image(s). Then advise the Member to reset their password. This is not the most desirable solution.

    From a security perspective, Administrator control over a Member's uploaded content is…

    21 votes
    7 comments  ·  Photos / Files  ·  Admin →
    How important is this to you?

  17. Birthday Emails

    It would be nice if we could have a function where a system email went out to someone on their birthday. We could get that information from the member profile.

    59 votes
    24 comments  ·  Contacts  ·  Admin →
    How important is this to you?

  18. Import of historical financial transactions

    From a client message to tech support:

    ===

    Is there a way to import the financial data that has been accumulated in our current system into Wild Apricot? I am specifically looking at gifts/donations, membership amounts and event ticket purchases over the past 5 years, with dates and dollars. We would prefer not to lose that history if we transfer over to your product. I was able to find the discussion about importing the member records, but I wasn't able to find the topic of importing financial records covered in your help guides. If you could point me in the…

    32 votes
    18 comments  ·  Finances  ·  Admin →
    How important is this to you?

  19. Ability to reset forgotten password via a widget

    I wanted to bring this particular topic back to the forefront as I think it is an important one. I found a similar post: http://forums.wildapricot.com/forums/308920-archive/suggestions/8830963-forgotten-password-and-widgets and it does not appear that it ever made it to the Wishlist.

    I really does present a problem when a member that forgot their password is redirected to the WA website and not back to our website after they click on the link they receive in the email received. The web pages that I have set up in WA are no where close to what I have on my website for our members. I…

    21 votes
    11 comments  ·  Widgets  ·  Admin →
    How important is this to you?

  20. SEO - Improve Member Directory Indexing by Search Engines

    Current Situation

    Member Directory content will not always be indexed by search engines even if the pages are publicly visible.

    Desired Situation

    Have all publicly visible pages (including member directories) be fully exposed and visible to search engines to improve site SEO ranking potential.

    26 votes
    24 comments  ·  SEO  ·  Admin →
    How important is this to you?
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