Dale and Meg DeJager
My feedback
9 results found
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143 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now - Remaining portion of old membership level payment will be applied to new level - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications: - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…An error occurred while saving the comment -
486 votes
Team Husky
responded
Sorry for the late update.
The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.
Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.
For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.
Thank you everyone for a valuable feedback.
An error occurred while saving the comment Dale and Meg DeJager
commented
Excellent. Do you have a description of how this feature will work? Will the user be able to login with either email address, or will one still be "primary" for the account?
Dale and Meg DeJager
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12 votes
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66 votesDale and Meg DeJager
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26 votes
An error occurred while saving the comment Dale and Meg DeJager
commented
I fully agree. The documentation actually suggests assigning the bundle member to a different non-bundle membership type, but this is not appropriate if there are no applicable levels. The only solution that I've been able to come up with is to assign them to a non-bundle level and then mark them as lapsed. Also ugly. I suspect the issue is that if they are just made into a regular contact any membership history will be lost, but if they are just a member because they are in a bundle, such history really isn't important to me. If you really wanted to keep history, just add a note to the notes field when you unbundle them and make them a contact in the same way that a note is added when a membership is renewed.
Dale and Meg DeJager
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311 votes
Evgeny Zaritovskiy
responded
Collecting comments now.
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11 votesDale and Meg DeJager
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4 votesDale and Meg DeJager
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32 votes
An error occurred while saving the comment Dale and Meg DeJager
commented
We also are very interested in importing donations. We have a history of multiple years of donations in our Access database. Even the WA API does not allow donation importing, only payments. Our requirements are fairly straightforward. Ideally we would import a spreadsheet of donations. One column would contain the existing WA ID. Additional columns would match up with the system fields for donations and the user defined custom donation fields. We would be satisfied with importing only new donations and having you auto-number them as they are imported.
I suspect one thing that must be thought about is the possibility that someone imports a bunch of donations and then realize that they made some type of mistake and need to delete them. It would be nice for this and many other reasons to be able to delete all donations that were imported in a particular import.
Dale and Meg DeJager
supported this idea
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All of our membership levels renew/expire on the first of the year. We also need this feature. Right now if a member is paid up to next year and they change their membership level and pay for the new level, the renewal date is not changed. This is bad. What is desired is for the renewal date to be advanced as it is when a member renews. We have to find these records and do it manually now.