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Walt Bilofsky

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  1. 13 votes

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

    Event registration forms will already auto-fill if the field name is the same as a Contact field.

    Unfortunately they don't auto-fill Member fields. We had to make some fields that ought to be Member fields into Contact fields so they can auto-fill.

    The wishlist item https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8828221-event-registration-field-from-membership-fields asks to auto-fill Member fields too.

  2. 9 votes

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

    OK, as long as the email gives some information - at least the total number of failures.

    I don't want to have to keep logging in to find out it's a case of one or two bad email addresses.

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  3. 21 votes

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

    I was going to post on a different item - https://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825950-customize-event-registration-form-for-each-reg-ty - but wound up listing multiple event workflow problems so will support this one.

    Event registration needs an overhaul.

    For the event I'm struggling to set up, we want to allow prepayment online at a reduced rate, and also registering online and paying at the door.

    I'm using Extra Cost add-ons for attendance to work around another inflexibility because we charge different prices for adults and kids.

    But to also charge different prices for prepay and at-the-door, I need two registration types which would display two different sets of Extra Cost add-ons on the registration form. IOW - the ability to have the registration form hide some items depending on member class and/or registration type.

    This would also require specification of online vs offline payment to be associated with registration types rather than the whole event. And if were going to work, it would require the ability to automatically cancel the registration if the member dropped out of Paypal, which an unfortunate number of our members have figured out they can get away with, resulting in extra work for the event organizer.

    So what's needed is really an overall look at registration workflow.

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  4. 4 votes

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    Walt Bilofsky commented  · 

    Since making this comment, I realized that all active and pending members can be specified by a saved search with "Member Status is not Lapsed."

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  5. 5 votes

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    0 comments  ·  Wishlist » Events  ·  Admin →
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  6. 35 votes

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    7 comments  ·  Wishlist » Emails  ·  Admin →
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    Walt Bilofsky supported this idea  · 
  7. 6 votes

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

    We also want to keep a calendar for clubhouse availability, but don't want to clutter up the public calendar with restricted events, committee meetings, etc.

    We do this using Tags on the events. Non-public events are tagged "admin" or "private". Public events are tagged "social", "cruise", etc. Then our main calendar shows all public events, and there is a separate calendar, not on our main menu, for all clubhouse uses.

    This doesn't do exactly what you're asking but it does reduce what the public sees (unless they dig deep).

    Walt Bilofsky supported this idea  · 
  8. 15 votes

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

    This would not be necessary if members are allowed to edit or cancel their own registration.

  9. 104 votes

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    31 comments  ·  Wishlist » Contacts  ·  Admin →
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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.

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  10. 18 votes

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

    We don't need the names of all registrants. So for spouse and children, we just have "number of adults" and "number of children" as "Extra charge calculation" items on the registration form. This also allows us to charge different prices for adults and children (or for members and non-members, etc.).

    We only use the "additional guests" feature of WA when we need to use the limit on number of registrants.

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    Walt Bilofsky commented  · 

    I use section headers for instructions sometimes. They are too large for some situations, just as the field instructions are too small. But sometimes they are just right.

  11. 2 votes

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    0 comments  ·  Wishlist » Finances  ·  Admin →
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  12. 22 votes

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  13. 13 votes

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    3 comments  ·  Wishlist » Events  ·  Admin →
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  14. 36 votes

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

    Evgeny, your registration and attendance reports don't have enough information in them, and the formats are too restrictive.

    The proof of this is the number of Wishlist requests that complain about having to export registration data to Excel in order to have the information they need.

    What is needed is a registration list gadget that provides a button that will generate a complete list of registration data for an event (see my link below), and the ability to specify who can see the button, based on admin privileges, membership class or group membership.

    (We generate this report using the API. It is used by event managers and by members who just want to see who else is coming. We block non-members from seeing it by passing it through a members-only page.)

    You can't possibly anticipate all the different registration report requirements for all your different customer organizations. So please just make the information accessible to both admins and members, in an easier format than Excel.

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    Walt Bilofsky commented  · 

    Event attendee lists need much more functionality for both members and admins.

    Our members like to see who else is signed up. The current registrant list only shows the registered member, not any additional guests or information.

    Event organizers need to see signups and all the registration information without needing admin access.

    So we have implemented a registration list feature using the API. It's accessible from the event listing and any member can see it.

    For an example, see http://toolworks.com/temp/WAreg.htm .

    WA should provide something like this.

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  15. 21 votes

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    5 comments  ·  Wishlist » Emails  ·  Admin →
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  16. 7 votes

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    1 comment  ·  Wishlist » Gadgets  ·  Admin →
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  17. 2 votes

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    0 comments  ·  Wishlist » Reporting  ·  Admin →
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  18. 73 votes

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    13 comments  ·  Wishlist » Finances  ·  Admin →
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  19. 34 votes

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    5 comments  ·  Wishlist » Members  ·  Admin →
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  20. 13 votes

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