Walt Bilofsky

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  1. 2 votes
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    2 comments  ·  Wishlist » Usability  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    This should be added to https://forums.wildapricot.com/forums/308932-wishlist/suggestions/36649381-email-text-formatting . You can't vote for that one because it is marked "Resolved", although it isn't. But you can still comment.

  2. 1 vote
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    1 comment  ·  Wishlist  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    It's still there. Maybe you were using a simple event? Recurring events is only available for advanced events.

  3. 1 vote
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    0 comments  ·  Wishlist » Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 32 votes
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    15 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    Over the years, we've slid over our contact limit a few times due to non-member event registrations. Used to be, nothing happened. When I asked, WA support said that if it became a problem, I would be contacted. And of course I deleted contacts and got back under the limit.

    But the last time - since Personify took over WA - we received a brusque email threatening that functions creating contacts could "be temporarily deactivated (online member application, event registrations, adding members manually, online donations etc.)" No deadline was given - I didn't know whether I had two weeks to deal with it or two minutes.

    So that makes this change even more necessary.

    Walt Bilofsky commented  · 
    Walt Bilofsky supported this idea  · 
    Walt Bilofsky commented  · 

    The problem is that contacts are added willy-nilly when, most commonly, a non-member registers for an event. So the number can balloon and they have to be deleted by hand to stay under the limit.

    But unless I'm missing something, the only loads that a non-member contact places on the system are to register for events and receive emails. And they are less likely to do that than members.

    So the request to have a higher contact limit than membership limit makes sense to me.

    Contacts can set a password and log in. Is there any use to that?

  5. 82 votes
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    15 comments  ·  Wishlist » Usability  ·  Flag idea as inappropriate…  ·  Admin →

    I’m making this not just about events, but other lists too – this is a common usability problem.

    Walt Bilofsky commented  · 

    When returning to a list (member list, contact list, event list, etc.) using the Back link, it should return to the list entry that was being viewed, NOT to the beginning of the list.

    There are times when we need to look through a list and edit some but not all of the entries. That is incredibly tedious when we have to find our place in the list again for every single item. When the list is longer than 50 and we always return to the first page, it's impossibly annoying.

    Back should mean Back!!!

    Walt Bilofsky supported this idea  · 
  6. 5 votes
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    0 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky supported this idea  · 
  7. 24 votes
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    8 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky supported this idea  · 
  8. 22 votes
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    6 comments  ·  Wishlist » Usability  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    Shouldn't the Wishlist suggestions above, and this one, and also https://forums.wildapricot.com/forums/308932-wishlist/suggestions/20507482-allow-member-contact-macro-on-webpages be merged? And a number of other macro suggestions too.

    Walt Bilofsky commented  · 

    Another example of the utility of admin-defined macros: Define {President} to be the name of the current organization president.

    This could be used on a web page listing the officers, in the signatures of many automatically generated emails that should come from the president, etc.

    Then when a new president takes over, just change the macro.

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  9. 7 votes
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    3 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky supported this idea  · 
  10. 45 votes
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    13 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →

    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.

    Walt Bilofsky supported this idea  · 
  11. 10 votes
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    3 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    Thanks for the instructions for a workaround. However it is not very convenient, and will not work for Edge and IE, which are about 10% of browser users. So please keep this request open.

    Walt Bilofsky supported this idea  · 
  12. 145 votes
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    42 comments  ·  Wishlist » Mobile  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    If we can't brand the app, how about at least removing the WA brand from it? The members don't know what WA is, and shouldn't be seeing someone else's brand if they can't see ours.

    So give the app a generic title like "Your Membership" and replace the apricot logo with a membership card icon.

    Walt Bilofsky commented  · 

    As much as I love WA, that's not the brand that will build a connection between our club and the members. Having our club's name and logo on the app will impress them incredibly.

    And what a feature for WA to advertise: Your organization gets its own mobile app! (No, you can't say that now - all you can say is that members can use WA's app. Appearance is everything here.)

    Android has the ability to change icons and app labels. As soon as the member logs into the app the first time, it should replace the app name and logo with one that we can specify in the Member app admin settings.

    Walt Bilofsky supported this idea  · 
    Walt Bilofsky commented  · 

    This is already in the mobile app settings, for the features supported by the app. There is only one member directory but it can be customized.

  13. 47 votes
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    15 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    Jon, here's how I handle this: If the husband is fred@wa.com, then for his wife Nancy I use the login fred+n@wa.com.

    You have to disable all emails for Nancy, and if she wants to log in under her own account you need to set her password. But typically if they share an email address they don't mind sharing Fred's login.

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  14. 449 votes
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    208 comments  ·  Wishlist » Emails  ·  Flag idea as inappropriate…  ·  Admin →

    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.

    Walt Bilofsky commented  · 

    I second Robin's call to allow selection of additional email fields for an email to be sent to.

    I just spent a lot of time preparing an email to go to a search of our members with children, only to realize that it will only go to the primary member and not the spouse, because the member info, including kids' names, only goes in the primary member's record. (Yes, we could duplicate all the member info for the secondary member, but that's a lot of work and has other drawbacks.)

    Walt Bilofsky commented  · 

    Thanks for the initial implementation of this in release 5.16: https://help.wildapricot.com/display/DOC/Release+5.16

    But this won't help us merge our husband-wife memberships. Having two emails is the only reason we use bundles for those, and that creates other problems.

    This feature won't help because typically the two people have different email preferences. If they can't individually reduce their email stream from us, members will either read fewer of our emails or else unsubscribe.

    For those who need invoices copied to a financial contact, it would be helpful for that contact not to have to wade through event announcements and email blasts.

    So I hope you'll work on the ability to set preferences for each secondary email.

    And how are you handling unsubscribe in this release? This should be in the documentation.

    Walt Bilofsky commented  · 

    If you're not going to allow the members to set separate preferences for primary and secondary emails, then at least do not let one email addressee unsubscribe the entire account.

    If a secondary email unsubscribes, it should remove "Automatically send copies to secondary emails." It should not unsubscribe the primary email. The unsubscriber(s) should be warned that all secondary emails will unsubscribe from all types of emails, not just the type they are unsubscribing from.

    If the primary email unsubscribes, and there are secondary email(s), they should be told that the secondary email(s) will also be unsubscribed and asked to confirm.

    Walt Bilofsky commented  · 

    Thanks for the redesign, which has a lot in it. It gives us some good tools, and there are obviously complicated implementation issues constraining what you are able to offer. I see one small and one serious problem.

    1. Can secondary emails can receive a type of email and the primary member not receive them? It's important to allow this. An executive might want to receive newsletters but only have his assistant receive event workflow.

    2. The serious problem is the Unsubscribe link unsubscribing all emails on the account.

    Member communication is critical to an organization. Unsubscribe handling must be accurate and not lead to undesired results. As designed, one email recipient can unsubscribe everyone on the account, cutting off all our email communication with the membership. An unsubscribing member is likely to be irritated and in a hurry, so may not take the time to read and understand what they are doing.

    Here's what I suggest;

    Currently clicking Unsubscribe brings up:

    member@org.com - please confirm: do you want to unsubscribe from email blasts?*
    [Submit] [Cancel]

    (* - or whatever type of email)

    Ideally the Unsubscribe link would only unsubscribe that addressee, not other addresses. Let's try to come as close to that as we can.

    The Unsubscribe link should not automatically unsubscribe all email addresses connected to an account.

    If the clicker is the primary address, or is the only secondary address on the account, then no problem, just unsubscribe their one address. This assumes you have taken my suggestion #1 above; if not, then you have to tell them that the secondary will also be unsubscribed unless they make it the primary, and give them some choices.

    If they are one of several secondary addresses on the account, then their Unsubscribe link would give:

    secondary1@org.com - WARNING: secondary.2@org.com shares your email preferences. So it is also subscribed to receive email blasts.
    Do you want to unsubscribe all these addresses from email blasts? [Yes] [No] [Explain]

    No or Explain gives:

    All the email addresses on your account, except for the login email primary@org.com, share the same email preferences. To only unsubscribe secondary1@org.com, you must remove it from your account completely.
    [Edit your profile to make that change] [Go back to unsubscribe all addresses] [Cancel]

    Finally, every email address that is unsubscribed should get a confirming email telling them how to resubscribe.

    Walt Bilofsky commented  · 

    Most of our members are couples (two person bundle). If the Bundle member doesn't want emails, we don't want to force the Bundle administrator to opt out too.

    So in order to make use of this feature, we will have to have two fields - one with the Bundle member's email address for our directory and the other that can optionally be filled in with the Bundle member's email for them to opt into emails.

    We could set this up initially by exporting all the Bundle members who have opted in to emails, and then importing their emails into the new Secondary Email field. (First it would be necessary to switch roles in those memberships where the Bundle administrator opts out but the Bundle member opts in.)

    Initially I filled out the survey (the comment field isn't working) that this wouldn't work for us. But I think this way we can make use of it. (And I'm glad of that because I always agitate for partial solutions soon rather than perfection eventually.)

    Walt Bilofsky commented  · 

    Thanks! One secondary email address would satisfy our club's needs.

    Please provide user profile settings for each email address to separately opt in or out to:

    Workflow emails
    Event announcements
    Email blasts
    Subscriptions

    Walt Bilofsky commented  · 

    It looks like only the primary member (what WA calls the Bundle Administrator) can renew a membership.

    So we have the touchy duty of telling our members (mostly couples) to please renew, but we only consider the husband (usually) qualified to do it. The wives might well find this offensive.

    I hope I'm misunderstanding this. But if not, could you please provide an option for all bundle members to renew?

    Or even better, implement the suggestion https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825614-allow-secondary-alternate-emails-for-members so we can get rid of bundles entirely in our organization.

    Walt Bilofsky supported this idea  · 
    Walt Bilofsky commented  · 

    Katya, yes, my club needs the ability to turn emails on and off for each of the two email addresses, independently.

    But my suggested design gives even more control than that.

    And since it is an extension of an existing setting, it will be familiar to users.

    In our case, we need to create a second member just to have the additional email address. If you implement my design, we could export the existing preferences for the second member, tweak the spreadsheet, and import the preferences back as the preferences for the second email address.

    Walt Bilofsky commented  · 

    Your design says this is intended to cover cases where two people, such as spouses, share a single membership.

    That's our situation. However, in many of our memberships the primary member doesn't want to receive emails, and the secondary member does. Regardless of who gets emails, we want both the primary and secondary members' email addresses in our directory.

    This design does not allow for that.

    Here is my suggested addition to your proposed design:

    Currently each member has the following email preferences on their profile's email settings tab:

    Workflow emails
    Event announcements
    Email blasts

    I suggest that you add a fourth one - Subscriptions.

    Then provide two columns of check boxes, one for the preferences for the primary email address (login) and one for the secondary email address. The secondary address itself would be a system field.

    This separates the question of who is the login email from who gets which emails.

    It also gives the member better control over email flow. For example, an executive may want to receive announcements and e-blasts, but want workflow emails to go only to his or her assistant. My proposal allows that control.

    Walt Bilofsky commented  · 

    @Keith: I like that design. Then we could each name the field(s) appropriately for our organization. For us it would be "Spouse or partner's email," but for another organization it could be "Assistant's email".

    If adding a field type is a problem for WA, a less flexible way to accommodate more than one alternate email address would be to permit a secondary email address field like "tom@aol.com,dick@gmail.com,harry@yahoo.com".

    Walt Bilofsky commented  · 

    Ah, but that's not the only reason. We want the spouse's email in the directory for other members to see and email to her. We want it in the database when we export it to create our printed member directory.

    Of course we could make a separate field for it. But then when the spouse email changes, the member would have to update it in two places, and they would probably not know to do it, or not bother.

    Walt Bilofsky commented  · 

    Evgeny, if I'm understanding this design correctly, it lacks one point of flexibility.

    For our couples members, we need a field for the primary member's email and another for the spouse or partner's email. The spouse doesn't always want to receive copies of emails.

    Under this design, the spouse's email would have to be entered twice, once under "Spouse's email" and then again as this alternate email (if the spouse wanted to receive emails). This is a complication for the member maintaining their own profile.

    Can you enable the secondary email field for all contacts (or all members), but then put a checkbox in the member's profile so each member can decide whether the secondary email address will receive copies of emails?

    This would still not address John Schroeder's issue below, which our club also has, where both people in a couple need their own email preferences and identification. For that, they would both have to be contacts in a bundle membership. Not all memberships would need to be treated that way, although that would create a complication for the admin.

    This proposal would also not address the need for more than two emails for a membership. But it's a good start. Our club hopes it can be implemented soon.

    Walt Bilofsky commented  · 

    We are coming up against a number of limitations in WA in doing our first membership renewal. This is one of them.

    We want to send out a renewal email listing all the contact information for both the member and spouse/partner, so they can update any changes. WA can not insert the bundle member's information into an email sent to the bundle administrator. It's silly to send out two emails, each with one spouse's information.

    The fix is to have one login for the membership, with both the member and spouse/partner's information. And we can do that - except that we need to keep the partner's separate account because of that email address.

    Please accommodate this situation in WA soon.

  15. 1 vote
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    0 comments  ·  Designers  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 262 votes
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    55 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    Alex, that didn't quite work for me. Can you email me at bilofsky@toolworks.com?

    Walt Bilofsky commented  · 

    Alex, thanks for any help. I don't know my CSS from my CSElbow, but can follow installation instructions.

    The event is at https://tyc.org/event-3076030. I've temporarily shortened the recurrence list to keep the button on the screen.

    Walt Bilofsky commented  · 

    The Case of the Disappearing Registration Button:

    I posted a weekly class through the end of next year, using the single recurring event. We need people to register for the series, so the existing implementation would work.

    Except - the Register button is 7 screens down, underneath the long list of 63 sessions. Sherlock Holmes couldn't find it, let alone our attendees.

    While we wait for this second scenario to be implemented, could we please have a fix for this button placement? Either put it above the list of time/dates if the event is recurring, or display just the first few time/dates with a "More" link. Elementary!

    Walt Bilofsky commented  · 

    @Amy - we have the same issue and I have a workaround for it.

    See our yacht club's page at http://tyc.org . We have race, cruise and social events. Each of those categories is an event tag. The tags are used to display the appropriate events on the corresponding page in addition to the main calendar.

    These one-off events also appear in Upcoming Events on the home page.

    For recurring events, I use the tag "recurring social". These are excluded from Upcoming Events and get their own upcoming gadget right below. That solves the problem you mention.

    I am not seeing the problem reported by Anonymous.

    Walt Bilofsky commented  · 

    @Schneibs: I see you found this thread with the workaround. For others interested, see https://forums.wildapricot.com/forums/308926-designers/suggestions/10173666-how-to-hide-session-label-in-event-title-from-up .

    Walt Bilofsky commented  · 

    Our old web site uses Calcium from Brown Bear Software. This has a simple interface for repeated independent events.

    When an event is created, an optional repetition can be specified, as you do for Scenario 1.

    When a multiple instance event is edited or deleted, there is a choice to edit or delete the current event, all the events in the series, the current and all subsequent dates, or the current and all previous dates.

    If an edit or delete affects multiple events, any previous changes made in those events is lost. The edited version replaces all the specified instances.

    The only drawback is that if some future dates have been removed from the series (for a holiday, for example), changing the series puts them back. But you could handle that case better.

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  17. 6 votes
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    0 comments  ·  Wishlist » Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 190 votes
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    70 comments  ·  Wishlist » Account administration  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky commented  · 

    Can you at least move Account Administrator (Read-only access) from the radio buttons down to the multiple choice Limited administrator list, where it belongs?

    I tried to give my Treasurer the maximum access to financial information, which is the not quite applicable Donation Manager, and then let him do Quickbooks downloads by also checking Account administrator (Read-only access). Quickbooks downloads is only available to Full and Read-only admins.

    But you don't let me give him both!

    It beggars belief that if the Treasurer is to be able to change any financial data and do Quickbooks export, I have to give him full admin access. I hope I am misreading the documentation on this.

    Walt Bilofsky commented  · 

    Good idea, Evgeny.

    For those interested in following that public Roadmap discussion, the new thread is https://forums.wildapricot.com/forums/308932-wishlist/suggestions/35539993

    Walt Bilofsky commented  · 

    This would be helpful for us. We would like to give an event manager just the necessary permissions without having broad access to financial information, the ability to email the entire membership, etc.

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  19. 17 votes
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    8 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Walt Bilofsky supported this idea  · 
    Walt Bilofsky commented  · 

    Our initiation fee is different depending on the membership level. So it needs to be a parameter of the membership level, not an extra cost item.

    And it would be nice to have an option when a member changes levels, allowing them to be charged either no fee, the full fee, or the difference between the old and new levels.

  20. 5 votes
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    4 comments  ·  Wishlist  ·  Flag idea as inappropriate…  ·  Admin →

    Current Wild Apricot position on Public roadmap:

    - our current Roadmap is what we are working on now – https://forums.wildapricot.com/forums/308932/status/1547997
    Our “Work in progress” list can take us easily up to year to complete and we constantly updating it. Whoever voted for an idea, will automatically receive updates when we update its status

    - we used to publish our roadmap but цуку never able to fully follow it and it always produced tensions from customers following it; the roadmap was always perceived as a a promise even though we kept repeating it was not

    - publishing roadmap requires some place to discuss it; people have different priorities, arguments happen, this all need ongoing moderation = time. We have no special place for it, except this forum – and its already serving this purpose.

    - we use Voting system here to inform us on our customers priorities (the more votes, the…

    Walt Bilofsky commented  · 

    Evgeny, thanks for your reply.

    I suggest that the Work in Progress list is not a complete Roadmap.

    The missing part - which I suggest adding - would be a status category for "Under Consideration": those items that are not yet in progress but are being considered most seriously or have been internally scheduled.

    That category would give those hoping for a feature more of an indication of its priority, without promising any schedule. And it would allow those of us sophisticated enough to use the Status filter to provide design and priority suggestions before work actually starts.

    I do understand the need to balance more accessible information against the staff time necessary to deal with feedback on it. Every hour spent on dealing with suggestions is an hour less on implementing them.

    Walt Bilofsky supported this idea  · 
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