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3403 results found

  1. Include available credits and net balance due in invoices

    The macro {AmountOwing} for invoices appears to be a misnomer. The macro does not respect any general credits available on the account, so it is only the amount owing to the specific invoice. In commercial billing it is standard practice for invoices to inform customers of any remaining credits on their account and the net balance due. Please support including available credits and net balance due in invoices.
    P.S. It appears that the net balance due is available in the macro {Contact
    BalanceAmount}. However, including this on an invoice without reference to the credits which cause it to differ…

    4 votes

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    1 comment  ·  Finances  ·  Admin →
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  2. Show the date and time the poll was opened and closed.

    Have access to the date and time the poll was opened and closed.

    6 votes

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  3. IMPROVE EASE of use in completing processes

    Suggestion: ALL ACTION BUTTONS SHOULD BE MADE MORE VISIBLE.
    "ACTION" buttons (examples are Register, Next) are not emphasized enough (perhaps a larger size text, or bold text, or a box put around the text, etc). This lack of visibility is causing confusion among infrequent users who miss what to do next in whatever process they are going through. The result is that, I the administrator, have to spend time and effort processing and helping users who have failed to complete a process (eg payment). I look forward to your comments

    3 votes

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    0 comments  ·  Usability  ·  Admin →
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  4. Better Google Analytic tagging

    Currently the email system does not tag any link with Google Analytics UTM tags (https://www.campaignmonitor.com/blog/email-marketing/2019/04/utm-codes-in-email/). It would be nice for the email links in all manual emails (at least) to be automatically tagged with UTM tags so that Google Analytics would pick up email marketing campaigns.

    25 votes

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    1 comment  ·  Reporting  ·  Admin →
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  5. Add spacing to Posts

    The same formatting on the rest of the website should be available within blog posts. For example, the ability to change the spacing between paragraphs exists elsewhere, but not within blog posts.

    3 votes

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    0 comments  ·  Blogs  ·  Admin →
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  6. 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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  7. 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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  8. Map Directory - Multiple Listing/One Address

    We have members with multiple specialties (dog/cat; dog/horse; dog training/pet grooming) and want to offer a membership type (either within one membership or with multiple memberships) so they can list their specialties separately. At the moment, WA Map Directory cannot drop two pins at one location, so we are unable to provide this service to our members.

    1 vote

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    0 comments  ·  Members  ·  Admin →
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  9. Modify Horizontal Menu Items Alignment

    We are using a horizontal menu bar on our website for navigation, but we don't have enough items to fill up the whole bar. As a designer, having the menu items justify to the left side with a big empty space on the right side of the menu bar is driving me up a wall.

    I was told by support this morning that I need to utilize custom CSS to change the alignment of the menu items. I am willing to investigate this, but this is going to be a significant time sink as I refresh my memory on exactly…

    6 votes

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    1 comment  ·  Gadgets  ·  Admin →
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  10. Need to widen the columns that appear after a list search so I can see the complete date under Events.

    Need to be able to widen the columns that appear after a list search so I can see the complete date under Events

    1 vote

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    0 comments  ·  Usability  ·  Admin →
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  11. 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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  12. 2 votes

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    0 comments  ·  Events  ·  Admin →
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  13. Can we make it a requirement for a new family administrator that they must immediately load all their family members at application time?

    Member family admins forget or don't think they have to load up the members of their family. Even though I have addressed that in their welcome letter. Can we make it a requirement on their application that this information must be provided right at the start?

    1 vote

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    0 comments  ·  Admin →
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  14. Include Automatic Export Emails in the Email Log for Administrator Review

    When an export is done by an administrator, an email is sent only to the administrator who performed the export; however, that automatic email is not in the email log for the account owner to check administrator activity, which needs to be done for an organization's security to make certain administrators are not misusing their privileges. For example, an organization's membership list is the property of that organization and the member information in that list is entrusted to the organization by the members. If an administrator exports that list to then use for his/her personal business, that is a misuse…

    1 vote

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    0 comments  ·  Import / Export  ·  Admin →
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  15. Automatically archive Primary Registrants from the Contacts list after an Event

    When an Event has taken place, there should be a system for Archiving any Contacts who were created from non-Members who signed up for public events. As I understand it, a Contact entry is automatically created, to enable the database to operate.

    I do not find it acceptable that there is no way to automate the Archiving of these contacts. I have been advised to do a manual process of searching for these Contacts, exporting them, manipulating the spreadsheet and re-importing the data. An Event should be programmable such that Contacts can be given an expiry date, after which their…

    27 votes

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    0 comments  ·  Events  ·  Admin →
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  16. Print out completed membership application

    the ability to print out a digital membership application. currently the only way to approve an application is to have an admin review it in the back end of Wild apricots. I would like to be able to print out the application and share with principals.

    5 votes

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    0 comments  ·  Members  ·  Admin →
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  17. Print labels for member list

    need the ability to print out labels for the members/contacts if you have to do a mailing that isnt emailed. As it stands now you have to export the whole list and do a mail merge somehow. Please create this option!

    5 votes

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    0 comments  ·  Members  ·  Admin →
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  18. Remove Default 2nd option

    Remove the default 2nd option for polling in case there is only 1 person and you need to still have a vote count or there is one person and you allow OTHER so members can write someone else in.

    6 votes

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  19. Edit Mode for tabs in EVENTS

    Editing on the Registration types & settings AND Emails tabs in events is confusing. I click on EDIT (because I'm trained to do that to edit other tabs) but that doesn't allow me to edit in those tabs. An error message would be nice. Had to contact support.

    3 votes

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    0 comments  ·  Events  ·  Admin →
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  20. keep original expiration date when changing membership levels

    When changing from one membership level to another, the renewal date changes. It shouldn't change just because the level changes.

    84 votes

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    6 comments  ·  Members  ·  Admin →
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