lormor
My feedback
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6 voteslormor
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22 voteslormor
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commented
Yes, we need to be able to issue credit memos, too! Changing the original invoice amount is not okay from an accounting standpoint. Credit memos are very common and are important function. I will ask our treasurer if creating a "credit memo" tender type would work for us.
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377 voteslormor
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commented
Forms native to WA would be very beneficial to us. We use Google forms a lot right now, for many of the reasons others have given for the types of forms they use, but it would be best to not have to log in to Google separately to create the forms and access the data. We need form submissions for a variety of functions within our organization.
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206 voteslormor
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commented
The Bundle feature works well and solves many of the family membership issues. I like how the bundle admin receives invoices, no matter which family (bundle) member registers for an event, for example.
Also, the email alias workaround solves the problem of children who don't have their own email accounts. It's not ideal, but it seems like it will work for us for the time being.
For registration, though, there are still challenges. As mom, I would like to be able to log in and register all of my kids for the same event on the same registration form, without registering myself (I really don't want to go to the teen dance :-)). We need functionality that allows a parent (as the family bundle admin) to see all events family members have registered for under the parent’s (bundle admin) account. From what I have seen thus far, only a WA admin can see a list of events, and when kids are registered without including the parent in the registration, the registrations are listed under the kids’ accounts but not the bundle admin's account.
As far as I can tell, there is currently no way for a bundle admin to see “all the events everyone in my family has registered for” without looking at individual invoices and then clicking the Event Registration link on each invoice. Is this correct?
I think you are planning this functionality, though, according to your roadmap.
An error occurred while saving the comment lormor
commented
This is a huge deal for our organization, whose members are families. So many young children do not have email addresses.
We are evaluating Wild Apricot right now for our organization. It has so many wonderful features, but is really missing something necessary for so many smaller organizations by leaving out family/child membership options.
The workarounds that I have seen so far do not help us in some of our tracking, which is to see the details of who has registered for which events (and who has chosen which options for which events). Without email addresses, it looks like the parents are registering for programs instead of their children.
Even the Guest Registration feature doesn't seem to help us. In the Event Registration Fields Report, the guest's name is not included, just the account holder who signed up (and who, in my case, specifically did not want to register herself, just the child).
I'm not above begging that this be include in the next planned release -- until it does, it's a huge, huge problem for small family-based organizations.
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159 voteslormor
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commented
Also, a quick question: will the wait list work with the limits on the individual registration options, or will it only work for the overall event maximum registrants?
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commented
This will be huge for us -- so glad to see it's coming soon! Thank you!
An error occurred while saving the comment lormor
commented
I just came out to the user forum to see if this feature had already been discussed. We need this, too! We will be using custom fields for most of our most important events, and we need to be able to limit the quantities of each custom field/choice. Is this on the roadmap?
For our organization, we would want to show the public that a members-only event was happening on a certain day at a certain time, but not show them all the details of that event, for example. "Member movie night, 7:00-11:00 p.m." or something would be great to show on the public calendar, and that's it. We might also want to show something like "Private event, 6:00-9:00" on the public page, with no details. This helps prospective members see that we are an active organization with lots of member activities, and it also helps people who might want to rent our space quickly see whether the building is already in use.