Ok...so I guess the "master transaction table" I just described is already in place as the Payments Report. Perhaps then it could just be added as a dashboard module.
Gotta check these things before posting!
I think the areas you currently have are pretty good - Event Registrations, Donations, Memberships (New, Renewals, Lapsed) and Website Modifications. But if the "modules" were more customizable and more visually appealing that would be great.
For example, everything looks the same now in terms of importance but in reality my Donations and New Memberships are most important whereas Website Modifications is less important and should be reflected as so.But in websites I think knowing both the last modified pages AND the most recently modified pages would be good.
A new module would be a "master transaction table" that shows the number and dollar amounts for each type of transaction, probably year-to-date, last month and current month. Basically a customizable pivot table. I would use this for sure in Board Meetings, etc. to show how active we have been.
Another related feature that I'd like to see is the ability to dynamically switch a currently created field's type.
Current Behaviour: I have an existing membership field textbox created called Province with specific Access and Use In options set for what membership form its included on, etc. I decide I want to change its type to a drop-down-list. To do this, I have to delete it and then add a new field called Province as drop-down-list and reset all the initial options again.
Future Behaviour: I can simply change the fields type after it is created to whatever type I want preserving the Access and Use-In options.
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.
I agree, this would be phenomenal to be able to have a "member" have multiple email addresses linked to their account. I can this being useful for family accounts or couples or just those people who illogically seem to maintain 4 or 5 different email addresses.
BUT, I still would like to see email being a non-mandatory field and if not available use the MemberID as the unique identifier.
I agree - multiple customizable donation forms for different campaigns would be useful.
Example - we like to name our contribution amounts depending on the campaign to get people to really feel their money goes towards something specific.
* School Gardens Project Campaign ($20 = container garden plot, $50 = plant for every student)
* Energy Campaign ($20 = individual energy savings toolkit, $50 = household energy savings toolkit)
Currently we have to use the same levels for each campaign (bronze, silver, gold, etc.) which is not nearly as attractive sounding.
Good news on recurring donations: the core is ready. You can make recurring donation and Wild Apricot will charge it automatically.
However we got a bit stuck with management of donations, so we seek for your input here. If you have 5 spare minutes – please check out this prototype and answer a few simple questions. You will help us significantly:
I would really love to see this added in the next release when the financial management system is overhauled.
The suggested work-around really doesn't work for us either simply because we do not want to limit people in their ability to select the amount of their recurring donation - which we would have to if we fake a monthly donor or annual donor as a specific membership level.
And yes not to mention that we would have a ton of extra membership levels ($50, 75$, $100, $500, etc). We are primarily concerned with this scenario - someone is prepared to do $60 a year but because we listed only $50 (and $75 is too much) we lose out on that extra $15 per month.
May not make sense to some, but for me I'd be able to get around this by having a flexible membership price. So I could just have them "join" the monthly donor level and they pick the price they'd like to pay.
That does sound like a much better way to do it. I realized my <style> tag was a very "hacky" way to do things, but it also seemed to work!
//** ADD FACEBOOK SCRIPT REFERENCE FOR LIKE BUTTON
var htmlTAG = document.documentElement;
But then I need to add the following tag to each page Iwant the Like button on. I was thinking of putting it in the header, but again, upon saving from Edit HTML, this tag is deleted. Do you have any suggestions for this?
Here's our website: http://www.spec.bc.ca
Interesting design features/css customizations:
* Sidebar under menu
* Lowest sidebar item is bottom aligned with bottom of page
* Right aligned last menu item
* Embedded flash in footer but only made visible on home page
* Side-by-side Events/Blog gadgets with custom colors/fonts & sized to always be the same height regardless of the number of items
* Custom "Search Our Site" and "Email Signup" boxes in sidebar