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Stuart McClain

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  1. 2 votes

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  2. 4 votes

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  3. 23 votes

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  4. 25 votes

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  5. 42 votes

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  6. 13 votes

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  7. 86 votes

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    46 comments  ·  Wishlist » Members  ·  Admin →
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  8. 4 votes

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  9. 233 votes

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    Thank you to everyone for the feedback on this idea. Your examples of how you track credits today shaped what we built first.

    Continuing education tracking is in final testing, and the first release is coming soon.

    In short: administrators will be able to record members' continuing education credits manually in WildApricot, and members will be able to see their own credits. These were the two most requested needs in this thread.

    More specifically, here is what the first release will include.

    For administrators: every credit in one place, on the contact's record

    • A new Continuing education tab on each contact record. You add credits there by hand, and can edit or delete them. This includes credits earned outside WildApricot and credits for non-members.
    • Each credit holds the activity, number of credits (decimals allowed), category, "valid since" date, optional expiration date and a certificate link.
    • Your own credit categories (for…
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    Stuart McClain commented  · 

    maybe integrating with Moodle some how to make it fit into the WA site

    Stuart McClain supported this idea  · 
  10. 7 votes

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  11. 29 votes

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    6 comments  ·  Wishlist » Members  ·  Admin →
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  12. 48 votes

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  13. 18 votes

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  14. 66 votes

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    15 comments  ·  Wishlist » Members  ·  Admin →
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  15. 3 votes

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  16. 32 votes

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    1 comment  ·  Wishlist » Finances  ·  Admin →
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  17. 10 votes

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  18. 3 votes

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  19. 25 votes

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  20. 27 votes

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    16 comments  ·  Wishlist » Finances  ·  Admin →
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    Stuart McClain commented  · 

    if you are talking about accounting - I think that is better left to QuickBooks, Xero or other accounting software - direct export of financial transactions/receipts/invoices from WildApricot to QuickBooks/Xero - I think is all that is needed.
    if WA focuses on adding that functionality I feel it would detract from the core features/functionality of membership and the website features. This other functionality already exists in fully developed applications