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Walt Bilofsky

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  1. 9 votes

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    0 comments  ·  Wishlist » Mobile  ·  Admin →
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    Walt Bilofsky supported this idea  · 
  2. 251 votes

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    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.

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    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

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    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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  3. 19 votes

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    9 comments  ·  Wishlist » Members  ·  Admin →
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    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.

  4. 5 votes

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    4 comments  ·  Wishlist  ·  Admin →
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    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…

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    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  · 
  5. 67 votes

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    Walt Bilofsky commented  · 

    I had advocated for switching our club to WA Payments. But someone pointed out that with PayPal, members can pay with the credit card linked to their account and don't have to enter all that information.

    So I dropped the idea of WA Payments and am linking my credit card to PayPal instead.

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    Walt Bilofsky commented  · 

    Can you do this at least for Wild Apricot Payments? This would be a major incentive for lots of us to switch to your system (which I assume you make some money from).

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    Walt Bilofsky commented  · 

    +1. It's important to make member transactions as smooth as possible.

    [quote user="epgremill3"]We'd even be happy to name our address fields something standardized (e.g. same as Wild Apricot payment page) to get this to work.
    [/quote]

    Seems like this is a simple solution to avoid another form.

    You could have and state clear rules. For example, the first field that contains "zip" would be the zip code. The first member field that contains "address" but not "email" or "e-mail" would be the street address. This would accommodate many - not all - choices of field names. If our field names didn't work with your rules we'd have the choice of changing them or not enabling the feature.

    Then give members a checkbox "Use member's mailing address" on the credit card form. Give admins the ability to enable/disable this.

  6. 27 votes

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    16 comments  ·  Wishlist » Forums  ·  Admin →
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    Walt Bilofsky commented  · 

    This is a component of a larger wishlist item with over 200 votes: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825587-listserv-i-e-ability-to-submit-forum-posts-by-ema

    WA's usual approach is to delay addressing a problem until there are resources for a comprehensive solution. But there are some cases, like this one, where a small tweak can provide a significant benefit.

    I encourage the resource allocators to move forward with this and the suggestions in the listserv thread.

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    Walt Bilofsky commented  · 

    Except for WA, I've never seen a forum email notification that didn't have at least a good chunk of the content of the post(s), if not all of it.

    This and other forum shortcomings are going to force us to keep our listserv, at significant effort.

    A platform devoted to membership organizations needs to do a better job on member-to-member communication.

  7. 72 votes

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  8. 5 votes

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    0 comments  ·  Wishlist  ·  Admin →
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  9. 19 votes

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  10. 59 votes

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  11. 4 votes

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    4 comments  ·  Wishlist  ·  Admin →
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    Walt Bilofsky commented  · 

    Robin or Apricots - What is the name of the cookie? It should be possible to create a web page that deletes the cookie and redirects to the site.

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    Walt Bilofsky commented  · 

    Can you provide a custom URL that will always start us admins in Public view, even if we were previously logged in in Admin view?

    Usually when I go to our website, I want to start in Public view. But if my last visit ended in Admin view, I get to watch the spinning wheel for 20 seconds or so before it lets me do anything.

    Why make your admins start off frustrated?

    This was available prior to Release 6.1, which broke it. Please put it back.

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  12. 45 votes

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    Walt Bilofsky supported this idea  · 
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    Walt Bilofsky commented  · 

    I need to give our Treasurer access to the financial functions (invoices, Quickbooks export, etc.).

    Currently the only way to do that is to make him a full Admin. That is no way to run an organization or a website.

    What's really needed is the ability to create custom admin roles. There are so many different admin privileges that a limited set of roles will never suit the needs of so many different organizations.

    Lacking that, WA will continue to need to create different roles like this one.

  13. 3 votes

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    1 comment  ·  Wishlist » Events  ·  Admin →
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    Walt Bilofsky commented  · 

    Seems to me I submitted something similar a few years back.

    While clicking and waiting and clicking and waiting to go to October, seemed to me I should try to bump this.

    How about some respect for our and our members' time?

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  14. 17 votes

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  15. 8 votes

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    4 comments  ·  Wishlist » Events  ·  Admin →
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    Walt Bilofsky commented  · 

    Yes, Katya, but if they drop out of the payment workflow they are still registered, with an outstanding invoice.

    This should be merged with https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826850-mandatory-payment-for-event-registration-complete

  16. 180 votes

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    79 comments  ·  Wishlist » Emails  ·  Admin →
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    Merged together several closely related by meaning ideas – so we can properly resolve them all together, in different live scenarios

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    Walt Bilofsky commented  · 

    This has just become urgent for our club. Aol.com has set their DMARC policy to p=reject. That means we can no longer use our traditional email list server - we are now stuck with WA.

    PLEASE, PLEASE make this simple change, which I recommended some time back:

    1: If the Reply-to address (the actual sender) is from our WA-hosted domain, then it matches the SPF record. So in this case, you can use it as the "From."

    2: If not, keep the Organization contact as the From, but put the actual sender in the name of the From, like this:

    From: "Jane Doe <eventleader@gmail.com> via:" <info@hosteddomain.org>

    Then the From can be the hosted domain but it will be clear to the recipient that it is really from Jane Doe.

    And they won't be surprised when they reply and it goes directly to
    ""Jane Doe <eventleader@gmail.com>."

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    Walt Bilofsky commented  · 

    I am the organization contact so am wasting a bunch of my time handling and forwarding a slew of member replies that ought to automatically go to our membership chair.

    We only have 150 members. I can only imagine what a pain in the neck this must be for really large organizations.

    And this feature should really be part of this wishlist item: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8936389-allow-admin-to-define-multiple-sender-emails-and-u

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    Walt Bilofsky commented  · 

    If I'm understanding this correctly, the Routing of system emails setting sends copies of outgoing system emails to the selected recipients.

    But the request is to be able to set the reply-to address on membership emails so that member replies go to this membership admin email address.

    Please reopen this - or better yet, add it to this thread: https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8936389-allow-admin-to-define-multiple-sender-emails-and-u .

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    Walt Bilofsky commented  · 

    May I suggest that this feature request be expanded to include customizing the reply-to address in each email context?

    A number of us have brought this up in this discussion. And it's all about the same thing - letting us identify the person in club management that the member is communicating with.

    There are several reply-to requests on the wishlist. They all ought to be part of this one.

    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827438-customizable-reply-to-field-for-membership-email
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827081-custom-from-reply-to-address-for-invoice-payment-e
    https://forums.wildapricot.com/forums/308932-wishlist/suggestions/10282863-membership-emails-to-go-to-membership-admin

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    Walt Bilofsky commented  · 

    Apologies for chiming in again, but it's been over a year since I last piped up on this.

    Not having this feature degrades the way our club presents itself to our members. Always using the organization contact takes communications that could look personal - i.e., from an individual - and makes them impersonal.

    This seems like a very simple fix (see my suggestion below). No database change, no UI change, just change how the From field reads based on the Reply-to field.

    WA spends a lot of effort on improving our email communication with members through workflow and templates. This could give us a significant improvement with not much effort.

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    Walt Bilofsky commented  · 

    Apologies for this redundant post. It was submitted via Feedback, which I was told would go directly to the development group, but that wasn't the case.

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    Walt Bilofsky commented  · 

    Folks -

    I posted this in the thread https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8936389-allow-admin-to-define-multiple-sender-emails-and-u but am

    Savvy Apricot suggested that I also submit it here through Feedback.

    What people are asking is for the From address on emails to be the actual sender (e-blast sender, event organizer, etc.) rather than always the Organization contact. This is really important for several reasons I won't repeat here, but read the thread.

    You already have the actual sender as the Reply-to in most cases. It should be the From as well. This is what people expect when receiving an email.

    Dmitriy said that the Reply-to can't be used as the From because the From has to match the SPF record.

    Here's my simple two-part solution.

    First part: If the Reply-to address (the actual sender) is from our WA-hosted domain, then it matches the SPF record. So in this case, also use it as the "From."

    Second part: If not, keep the Organization contact as the From, but put the actual sender in the name of the From, like this:

    From: "Jane Doe <eventleader@gmail.com> via:" <info@hosteddomain.org>

    Then the From can be the hosted domain but it will be pretty clear to the recipient that it is really from Jane Doe.

    And they won't be surprised when they reply and it goes directly to
    ""Jane Doe <eventleader@gmail.com>."

    This should be really easy to implement.

    What do you think?

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    Walt Bilofsky commented  · 

    Here's a two-part solution for this problem with very little implementation effort.

    An Apricot explained to me that the From field of the email can't be the Reply-To because From needs to be from our domain in order to pass spam checks. If "From" is a gmail.com address but sent by our website, it will look like spam.

    But it would be legal for WA to use the Reply-to as the From in the cases where the email address is from our own domain hosted at WA. For example, we have a contact login "newsletters@tyc.org" that is used to send our weekly e-blast. tyc.org is our domain, so it could be used as the actual "From" address.

    In cases where the Reply-To is not from our domain, include the Reply-To address in the name of the "From" email address.

    For example: Instead of

    From: My Organization Name <orgcontact@myclub.org>

    say

    From: "Jane Doe <eventleader@gmail.com> via:" <orgcontact@myclub.org>

    It will be pretty clear to the recipient that it is really from Jane Doe.

    And they won't be surprised when they replay and it goes directly to "Jane Doe <eventleader@gmail.com>."

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    Walt Bilofsky commented  · 

    My apologies for another comment on this, and for the critical tone. But as I use WA and stumble over ways it presents our club poorly, I feel the need to reemphasize the need for a quick, simple partial fix on this issue.

    We are already allowed to specify a Reply-to contact for many if not most emails. Why not just use that for "From" as well?

    It is just plain wrong for WA to send event emails and e-blasts "From" the organization-wide From email address when the "Reply-to" is the event organizer or blast sender. These fields should be the same, as they are on almost every email on the Internet except those sent under WA.

    How big a fix would this be? Isn't this something that can be slipped into the next release without waiting for larger email solutions?

    If you don't want to change overall behavior, then give us a checkbox in Dashboard / Organization to opt for this.

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    Walt Bilofsky commented  · 

    We are about to do our first dues renewal under WA and I am so not looking forward to having to forward each individual reply to the membership committee.

    Even in cases where another email is allowed (e-blasts, event email), it's always the reply-to email (if I understand correctly). This is lame.

    The way an organization presents itself to members is very important. By limiting our choice of from and reply-to addresses, WA is not letting us fulfill that function adequately.

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    Walt Bilofsky commented  · 

    +1.

    From Email and Contact Email fields should be specifiable for every WA-generated type of email, including membership notifications.

    The email recipient should feel they are getting the email from a role-specific person. It's hard to get people to open emails. Every bit of personalization helps.

    The webmaster should not be loaded down with the job of handling and routing all replies.

  17. 15 votes

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  18. 47 votes

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    Walt Bilofsky commented  · 

    Showing members the current tally is a great way to get them to participate and to engage them in the questions being asked.

    I was all excited about publishing a poll to get discussion started on choices for club activities, but without this feature it is so much less useful.

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  19. 28 votes

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  20. 39 votes

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