Ann Darmstetter
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45 votes
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An error occurred while saving the comment Ann Darmstetter
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We are in the same situation, needing to validate renewal qualifications on a yearly basis. This seems like it would be easy to fix. I hope you are still considering this as an update. :)
An error occurred while saving the comment Ann Darmstetter
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we are in the same situation, needing to validate renewal qualifications on a yearly basis
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3 votesAnn Darmstetter
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2 votesAnn Darmstetter
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19 votesAnn Darmstetter
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97 votes
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 demonstrates how to send event attendance certificates as professionally looking PDF files.
You can try the integration by this link https://www.integromat.com/en/integration/2303-send-pdf-certificate-to-event-attendees
Ann Darmstetter
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76 votesAnn Darmstetter
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131 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…Ann Darmstetter
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9 votesAnn Darmstetter
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5 votesAnn Darmstetter
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11 votesAnn Darmstetter
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8 votesAnn Darmstetter
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An error occurred while saving the comment Ann Darmstetter
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Yes, live links in this would be very helpful! We host zoom meetings and it would be nice to be able to link the call information.
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17 votesAnn Darmstetter
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91 votes
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I agree, a connection with Zapier would be extremely helpful!
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57 votes
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10 votesAnn Darmstetter
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52 votesAnn Darmstetter
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20 votesAnn Darmstetter
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As this feature is available for new member applications, it seems like an easy fix to make it available available for membership renewals. Hope this will be implemented soon. We really need this feature!