Wayne Kessler
My feedback
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23 votesWayne Kessler
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115 votesWayne Kessler
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2 votesWayne Kessler
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21 votesWayne Kessler
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122 votesWayne Kessler
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143 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…Wayne Kessler
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81 votesWayne Kessler
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127 votesWayne Kessler
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377 votesWayne Kessler
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229 votesWayne Kessler
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275 votes
Evgeny Zaritovskiy
responded
Please review results of our analysis and design:
https://docs.google.com/presentation/d/1aBh3RKOIAbC-YOkpQtRJ8kv9kH3ZlXSID7Ezl1bCAlg/pub?start=false&loop=false&delayms=3000Post your comments/ideas right here. Until we see major disapproval, this is what we will develop in one of future releases.
Wayne Kessler
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486 votes
Team Husky
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Sorry for the late update.
The first step was finished and emails can now be carbon copied to contact’s alternative emails. To do so the contact fields which store the alternative emails must be explicitly marked on the email setting page.
Unsubscribing will unsubscribe all alternative emails simultaneously because they all belong to the very same account. The person clicking “unsubscribe” is warned about this on the unsubscribe page.
For now we paused the development of this feature. but not for good. :) So I’m changing this wish status back to “collecting comments”.
Thank you everyone for a valuable feedback.
Wayne Kessler
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19 votesWayne Kessler
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201 votesWayne Kessler
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104 votesEvgeny Zaritovskiy
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We’re looking into this request in much broader context – we want to simplify overall management of contacts, lists, saved searches. Saved search should be perceived as smart lists and provide quick access to various contact and member groups.
Wayne Kessler
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361 votes
We're considering to take Donations during registrations/applications into development right now, but during analysis of the feature we ran into an issue where we would love to hear your feedback.
Essense of question: how would you like donations during applications or registration to be processed for offline payments (when your member/prospect decided to get an invoice and pay later)?
Some more details:
We can implement donations during event registrations/membership renewals for online payments - not a problem.
But when we're talking about offline payments, straighforward solution seems to be a bit expensive - we don't have invoices for donations or pledges yet.
So right now we're considering going on with straighforward online payments solution (donation will be added to payment transaction) and for offline payments - just include an invoice memo to buyer to add $XXX to his payment as donation for event/membership he has selected.
This way administrators would…
An error occurred while saving the comment Wayne Kessler
commented
Would love to see this added in the near future.
Wayne
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2 votes
An error occurred while saving the comment Wayne Kessler
commented
Thanks! Yes we did.
Wayne Kessler
Kessler Freedman, Inc.
An error occurred while saving the comment Wayne Kessler
commented
Not sure if we're still doing this, but thought we'd share the PA Society of Land Surveyors site, at
Wayne Kessler
I'm a fan of the idea of redesigning the saved search function. We have saved searches for 67 county pages of members, and recently we decided to add another parameter to the search. Really didn't want to have to create 67 NEW saved searches and then incorporate them into the 67 pages, but apparently that's what I have to do.