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45 results found

1. Event Registration / Donation form to update contact profile

   82 votes

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   40 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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   Scott Overpeck supported this idea  ·  February 22, 2022

2. Filter registrants based on registration type

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   1 comment  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Scott Overpeck shared this idea  ·  October 19, 2021

3. donation form tracking

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   0 comments  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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   Scott Overpeck shared this idea  ·  November 30, 2020

4. Different durations for the same membership level

   23 votes

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   16 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   Scott Overpeck supported this idea  ·  October 20, 2020

5. Enable tagging members in discussion forums

   9 votes

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   0 comments  ·  Wishlist » Forums  ·  Delete…  ·  Admin →
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   Scott Overpeck supported this idea  ·  October 20, 2020

6. quickbooks payments export should include the associated Invoice#

   5 votes

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   0 comments  ·  Wishlist » Integration  ·  Delete…  ·  Admin →
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   Scott Overpeck supported this idea  ·  October 20, 2020

7. Option to take credit card payments for donations

   4 votes

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   1 comment  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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   Scott Overpeck supported this idea  ·  October 20, 2020

8. Option to Settle refund/Credit to Donation

   31 votes

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   7 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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   Scott Overpeck commented  ·  October 20, 2020  ·  Edit…  ·  Delete…

   This certainly would save some time. I usually process the refund and then process the donation. Would be great to automate it to a single click.

   Save Submitting...
   Scott Overpeck supported this idea  ·  October 20, 2020

9. Customizing the Term "Bundle"

   65 votes

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   15 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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   Scott Overpeck supported this idea  ·  October 31, 2019

10. Zip code or address radius search for member directory

    81 votes

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    27 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Scott Overpeck supported this idea  ·  October 31, 2019

11. Log of changes - who deleted a contact, registration, or changed data

    102 votes

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    51 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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    Scott Overpeck supported this idea  ·  October 31, 2019

12. When Back clicked, make it so you can return exactly to the place you were

    89 votes

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    17 comments  ·  Wishlist » Usability  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    I’m making this not just about events, but other lists too – this is a common usability problem.

    Scott Overpeck supported this idea  ·  October 31, 2019

13. Support "Sponsors" in addition to "Donors" at a system level

    89 votes

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    22 comments  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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    Scott Overpeck supported this idea  ·  October 31, 2019

14. Free trial period for membership

    111 votes

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    48 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Merged multiple thread into this one. Please, vote (click Vote button) to increase its priority

    Scott Overpeck supported this idea  ·  October 31, 2019

15. Provide a way to change membership level during renewal

    140 votes

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    73 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Work in progress  ·  AdminOleg Nesterkin (Product owner, Wild Apricot by Personify) responded

    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 date) - Allow member to renew for one extra period (e.g. when level changed in December)

    See attached diagram for details

    Do these changes seem reasonable to you? If not – what would you change and why?

    If you have some spare time, we would appreciate a short interview with you about your level setup and change level policy – just reply to post or email onesterkin [at] personifycorp.com

    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… more
    Scott Overpeck supported this idea  ·  October 31, 2019

16. Add Boolean logic to Advanced Search

    146 votes

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    72 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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    Evgeny Zaritovskiy responded

    Old design proposal, not working on it yet and can be changed if we start working on it – https://drive.google.com/file/d/0B0f9kMyQqlBsZ3FQOWRiMERRNkk/view?usp=sharing

    Scott Overpeck supported this idea  ·  October 31, 2019

17. Tracking Event Volunteers

    146 votes

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    74 comments  ·  Wishlist » New features  ·  Delete…  ·  Admin →
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    Scott Overpeck supported this idea  ·  October 31, 2019

18. Printing Membership cards in bulk

    146 votes

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    26 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Scott Overpeck supported this idea  ·  October 31, 2019

19. Installments / Payment plans for events and memberships

    235 votes

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    175 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Scott Overpeck supported this idea  ·  October 31, 2019

20. Membership renewal when registering for an event

    242 votes

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    48 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Scott Overpeck supported this idea  ·  October 31, 2019