Any update on a simple log field for member contact history? The other link isn't updated either, nor was I able to find this on the roadmap. Every update I look for something to use, besides manual entries in the notes field. Thank you for considering.
Fantastic, Dmitry. Thank you for considering the suggestion!
Evgeny, Your link takes me back to this post. However, I do basically agree with your recommendation. Whichever is easiest to implement for WA is appreciated, while most functions of a CRM you already have - minus activity/note timestamp and tracking. Thanks again for the consideration. =)
Happy!Tim shared this idea ·
Why is member communications not added to the roadmap, or something that you would tackle for the time being? This is essential to all membership systems, when working with the multiple communications that an organization or association works with for it's members.
Add ability to include notes and history, and other simple CRM functions, like simple date and time stamps, in order to meet the needs of the organizations tracking and member service notes. I've remained very surprised that this doesn't already existed, or isn't in the 5.0 upgrade. We are forced to updates and maintain a separate database from our Wild Apricot membership system, which is timely and costly.
Even though it is not a direct implementation, I hope this could be helpful:
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 allows to copy google calendar events into WA events. So if you share a google calendar for events submission, then the scenario could copy submitted events into your Wild Apricot account.
You can try this integration by this link https://www.integromat.com/en/integration/2275-copy-google-calendar-into-wild-apricot-events
I'd like to reply to the thread, that what's being discussed is important for our organization as well.
It's a benefit for the members of our association to advertise their events. Once they have submitted the event information for approval, we'd like to 'approve' that for view on our website. While development time and details are necessary, even being able to create a simple form for submission to an administrator, or certain group of members for approval, would be a BIG step in the right direction. As I read the information now, I must use another service in order to create a simple form for our WA site, which doesn't make much sense to me.
Please include our vote for the critical importance of this ability for WA sites and organizations.