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Gina

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  1. 54 votes

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    17 comments  ·  Wishlist » Finances  ·  Admin →
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    Gina commented  · 

    Especially for events. Year Two of workarounds for an annual event. I had to settle 36 open invoices for 2 group payments, which is more than half of our attendees.

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    Gina commented  · 

    I am facing this issue this year as we plan our first paid conference since 2019. Since then we've started using Wild Apricot and also started using accounting software. Before these systems we used PayPal invoices and a several spreadsheets to keep track.

    For our membership, most pay and manage their own so the individual memberships are fine. But event registrations are much more likely to be grouped by organization with a preferred single payment. I don't think the guests feature will work since we will be checking in individual people either in person or online. Just because their employer paid their registration does not mean people will be attending together.

    Edit: The solution I'm now considering is to send an invoice outside of WA upon request and then settle each open invoice manually. Plus I'll need to add some extra entries to balance out all accounts beyond the actual money involved. I'd much prefer to have a "billing contact" in the system who can have invoices assigned to them by an admin so that their payment settles them all at once and individual registrations are confirmed.

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  2. 81 votes

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    30 comments  ·  Wishlist » Members  ·  Admin →
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    Gina commented  · 

    Although our members are for the most part individuals, many of them work for one of a set number of regional organizations. It would be great to be able to create a link between them instead of having each member type in a slightly different form of their employer's name. I originally setup a membership field for this, but ended up moving all that info to contact's Organization to better display throughout WA.

    And yes, please figure out billing contacts and group payments as potentially part of this. I have a workaround that's a dozen steps long should anyone ask to pay for several registrations at once.

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  3. 8 votes

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    1 comment  ·  Wishlist » Emails  ·  Admin →
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    Gina commented  · 

    Update to add: I can't even match font families within a single manual email. Not sure if this changed recently, but the template I use had Helvetica for the header and body text of the message. When I added a button link, I chose Helvetica for the button text. However, it looks like the actual encoding is Trebuchet.

    Also Open Sans doesn't work in manual emails. It appears to be a basic serif font instead, hence the Helvetica even though our website theme is Open Sans.

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  4. 28 votes

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  5. 9 votes

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  6. 43 votes

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    Gina supported this idea  · 
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    Gina commented  · 

    Really need the ability to restrict access, such as with a password, outside of member groups (or start allowing contact groups). As others have already said the scenario is providing materials and links to event attendees, member or not.

    I went ahead with member groups since most attendees in this case are members, and used export/import to mass update member groups. Unfortunately, I didn't realize that I also wiped out all existing member group affiliation (I assumed there would be addition/update). So I'm kind of off these groups now.

    If we could email blast registrants with a password/code and link to event materials that would be ideal.

  7. 69 votes

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    35 comments  ·  Wishlist » Contacts  ·  Admin →
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    Gina commented  · 

    Even when people think they keep a single email address, like for work, their employer's IT systems may change or allow formats and forward both versions to their inbox. I just merged a member who had lifetime status under 'first.lastname' format but always considered their email 'first_lastname' format. WA didn't catch matching name, phone, address, and organization, just let them create a new account last year to register for an event (as a non-member).

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  8. 52 votes

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    10 comments  ·  Wishlist » Members  ·  Admin →
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  9. 111 votes

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    48 comments  ·  Wishlist » Members  ·  Admin →
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    Merged multiple thread into this one. Please, vote (click Vote button) to increase its priority

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  10. 25 votes

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  11. 10 votes

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    2 comments  ·  Wishlist » Emails  ·  Admin →
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  12. 14 votes

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    0 comments  ·  Wishlist » Emails  ·  Admin →
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  13. 32 votes

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    1 comment  ·  Wishlist » Finances  ·  Admin →
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  14. 145 votes

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    13 comments  ·  Wishlist » Emails  ·  Admin →
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  15. 35 votes

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    5 comments  ·  Wishlist » Emails  ·  Admin →
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    Gina supported this idea  · 
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    Gina commented  · 

    As a web-savvy (and patient) person I went through all of this on every membership and event email template and then also in creating email blast templates. I can now see that when other users make any edits they of course don't know how or notice that any new links have to changed in this way. As a result we have messaging going out that look less than professional.

  16. 6 votes

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    2 comments  ·  Wishlist » Emails  ·  Admin →
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  17. 26 votes

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    2 comments  ·  Wishlist » Emails  ·  Admin →
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