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Daniel Friedman

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  1. 83 votes

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    Daniel Friedman supported this idea  · 
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    Daniel Friedman commented  · 

    Hello, sentiments echo everyone else. Respectfully - I wonder if WA team is aware of a) the market uptake of Xero against legacy products and b) Orgs looking to move to WA are considering looking at integration (automation) between their financial system as well as their CRMs (WA).

    We would be looking for.

    1.0) Two way exchange of information between WA and Xero for the purposes of reconciliation.

    2) Mirroring fields (accounts).

    Honestly, I'm surprised WA dev team wouldn't be able to assume what the benefits are and where synergy's could be created between the two products for the benefit of your user base?

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    Daniel Friedman commented  · 

    Hello,

    1. Ability to map chart of accounts to key accounts between Xero and WA
    2. Sync key contact information
    3. Invoice generation (memberships, events, shop)

  2. 19 votes

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    9 comments  ·  Wishlist » Members  ·  Admin →
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    Daniel Friedman commented  · 

    I'm trying to implement something similar.

    Have tried fixed, static, multi choice options. Whilst not the neatest solution, static field pricing was the best candidate to meet our needs. It is possible to make it work this way. I was able to make a Schedule of 'dynamic' charges and then allocate them to the various membership levels.

    However after much investigating and tinkering decided against this, as the members profile still associates the charge against the membership lvl, i.e.

    Total annual membership fee is $150, which is divided for transparency into 5 parts.

    $50.00 - Membership Lvl
    $25.00 - Levy A
    $25.00 - Levy B
    $25.00 - Levy C
    $25.00 - Levy D

    On the members profile, it shows there membership lvl @ $50.00, when it should be $150.00. Whilst the invoice is correct at $150.00.

    Static field pricing is not a professional solution for our Organisation.

    Static field pricing was not able to be pushed retrospectively across existing members for the purpose of renewals. I believe this could be resolved by an export/import. Again, this isn't a simple and fool proof solution.

    Daniel Friedman supported this idea  · 
  3. 14 votes

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    0 comments  ·  Wishlist » Members  ·  Admin →
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    Daniel Friedman supported this idea  · 
  4. 86 votes

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  5. 47 votes

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    4 comments  ·  Wishlist » Finances  ·  Admin →
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    Team Payments responded

    Due to priorities shift we had to put this issue on hold.
    We’ll post any updates as we have them

    Oleg, Product Owner @ Payments crew

    Daniel Friedman supported this idea  · 
  6. 48 votes

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    4 comments  ·  Wishlist » Events  ·  Admin →
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    Daniel Friedman supported this idea  · 
  7. 61 votes

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    18 comments  ·  Wishlist » Members  ·  Admin →
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    Daniel Friedman supported this idea  · 
  8. 66 votes

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    15 comments  ·  Wishlist » Members  ·  Admin →
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    Daniel Friedman supported this idea  · 
  9. 78 votes

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  10. 78 votes

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    46 comments  ·  Wishlist » Contacts  ·  Admin →
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  11. 79 votes

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    14 comments  ·  Wishlist » Contacts  ·  Admin →
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    Daniel Friedman supported this idea  · 
  12. 73 votes

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    13 comments  ·  Wishlist » Finances  ·  Admin →
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  13. 93 votes

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    44 comments  ·  Wishlist » Events  ·  Admin →
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    Dmitry Smirnov responded

    We just launched integration with Integromat platform, which helps to build automated workflows. We also provide several templates for quick start, and one of them allows to copy Wild Apricot events into google calendar. So you can share this google calendar and you members can subscribe to it.

    You can try the integration by this link https://www.integromat.com/en/integration/2276-copy-wild-apricot-events-into-google-calendar

    Help page: https://gethelp.wildapricot.com/en/articles/1653

    Blog post with video tutorial: https://www.wildapricot.com/blogs/newsblog/2019/02/14/create-integromat-scenario

    Daniel Friedman supported this idea  · 
  14. 97 votes

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    Daniel Friedman supported this idea  · 
  15. 111 votes

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  16. 147 votes

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    56 comments  ·  Wishlist » Finances  ·  Admin →
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    I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.

    Couple of details about how we designed it:

     - it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)

     - as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well

    Daniel Friedman supported this idea  · 
  17. 146 votes

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    13 comments  ·  Wishlist » Emails  ·  Admin →
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  18. 152 votes

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    Daniel Friedman supported this idea  · 
  19. 201 votes

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  20. 252 votes

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    Daniel Friedman supported this idea  · 
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