52 votesAdminEvgeny Zaritovskiy (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) responded
We’re collecting comments and votes for now, no actual development is planned so far
The current Account Statement does not include the company information. It only includes the members information. The statement can not be mailed to members because it does not show who it is from.
2 votesTracy Brown shared this idea ·
45 votesAdminEvgeny Zaritovskiy (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) responded
I have merged several similar suggestion together – they all about previewing various site functions from members perspective. For example, wen pages, registration and application forms, etc.
Is there a way for an admin preview the form(s) that are developed without going to the public view. because if I'm the admin and go to public view the system wants me to register. Then if I'm not a member it gives me an error and wanting me to join. I have gotten around this by making a fake member record and using that to register. This seems really backwards. The admin should be able to see the entire form prior to making the form live.
This would also be very helpful as we have the ability for members to bring additional registrants and I wanted to make sure the pricing structure was correct for each registrant. So I have had to do a lot of clicking in and out of fields.
Also, there should be a way to dupe the fields rename it and move it into the appropriate location. Instead of re-keying the drop down or multiple choice options
The section divider and text fields should be able to apply h1, 2, 3, bold, italic, etc formatting to those form fields. I have been using them to give special instructions to potential registrants. Or maybe on the other form fields you can have another field with in the field that displays special instruction in smaller text. Something like "choose all that apply" "mark one" or "Event Date".
I would like to see a global search and replace feature. This would allow you to globally change information in all email notifications. Such as a phone number, new address, etc.
I also think that there should be a CC and/or BCC notification when an event registration is made. We have situations when a secretary signs up member (the boss) and the member is the only one that receives the email notification. we want the secretary to also be included in the email notifications. the secretary would be allowed to add their email for the notifications only.