Roger Brooks

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  1. 4 votes
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    1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Roger Brooks commented  · 

    Why isn't this getting any votes? As many have commented here:
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826124-new-admin-role-for-financial-transactions-manageme
    a separate admin role for finances is essential. Keeping these privileges separate form others is far more important than the existing distinctions for event, membership and news management! Unfortunately, the above-cited request only has to do with *granting access to financial functions. All who have posted there should support this more critical proposal to *restrict* these privileges;
    It is ridiculous that all *limited administrators* have access to financial functions!

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  2. 32 votes
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    18 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
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    Roger Brooks commented  · 

    As many have commented here, a separate admin role for finances is essential. Keeping these privileges separate form others is far more important than the existing distinctions for event, membership and news management! Unfortunately, this request only has to do with *granting access to financial functions. I exhort all who have posted her to support the more critical proposal to *restrict* these privileges;
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/10993443-block-make-private-financial-details-from-some-adm
    It is ridiculous that all *limited administrators* have access to financial functions!

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  3. 2 votes
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    0 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 1 vote
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    1 comment  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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    Roger Brooks commented  · 

    Actually, looking at the description of cancellation e-mails on the "Event emails" page of the back-end, WA should already work this way:
    >>
    Event registration canceled
    Sent when registration is canceled by the registrant, *by an admin*, or automatically
    <<
    However, the two help articles:
    https://gethelp.wildapricot.com/en/articles/104-canceling-and-deleting-events-and-registrations#cancelreg
    and
    https://gethelp.wildapricot.com/en/articles/31-event-emails#types
    contradict that, saying that cancellation mails are *not* sent when registrations are canceled by admins.

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  5. 57 votes
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    26 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →

    We’re collecting comments and votes for now, no actual development is planned so far

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    Roger Brooks commented  · 

    Why has this been pending for 8 years?
    Similar requests have been made here:
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/37471048-statement-billing
    and here:
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/35522932-statements
    Furthermore, it should be easy to implement, as the desired (user-facing) content already exists on the user profile page tab "Invoices and payments".
    For the benefit of members who seldom (if ever) log in, and for contacts who have no login, it is essential to be able to mail statements (corresponding to the contents of the "Invoices and payments" tab on the user's profile page).
    When I get a bill from a commercial establishment, it usually itemizes all open debits and credits and invites me to pay the net balance due. I have managed to add the net balance due to our invoice template, but being limited to sending single invoices results in more work for both members and administrators.

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  6. 4 votes
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    1 comment  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 5 votes
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    1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 26 votes
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    21 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    This is on hold as of now. We analyzed and even prototyped a solution some time ago, but our priorities changed and now we’re focusing top-voted items – and this one has to wait its turn. But we will get back to it at some point, just cannot tell when yet.

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    Roger Brooks commented  · 

    In a way, Evgeny is correct in calling export a workaround. Providing numerical fields would at least be a partial and superior workaround for two other deficiencies in Wild Apricot:
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/41953792-advanced-search-needs-more-fields
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826766-database-fields-custom-validation-e-g-regular-e

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  9. 4 votes
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    1 comment  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 3 votes
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    0 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 72 votes
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    45 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 14 votes
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    6 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 17 votes
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    11 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 95 votes
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    33 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 14 votes
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    1 comment  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 1 vote
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    1 comment  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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    Roger Brooks commented  · 

    P.S. I forgot to mention that I am assuming that one could use type-appropriate criteria with these fields. For example, it would be useful to know which members have a balance due over a particular amount, or which members have made donations exceeding a particular amount.

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  17. 13 votes
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    1 comment  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 24 votes
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    12 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →
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  19. 40 votes
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    17 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
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  20. 2 votes
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    1 comment  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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