Yes Evgeny, it would be nice to exclude some of the searches that aren't necessary for the majority of our uses.
As an example, our GM has saved searches to look up members that are about to be archived, but that search wouldn't be anything any other board member would need.
The other reason I would like to see this - from the standpoint of our organization - is that because the app searches cannot be modified we will need to create more defined searches which means more searches to scroll through. Example: We have a search by region (we have 7 regions). On the desktop we can search different regions by simply changing the search fields. On the app it only shows the results by the region that is the default on the desktop search...if that makes any sense?! Therefore we need to create 7 distinct searches on the desktop of each region and name them specific to the region. That adds to the list of searches, so being able to prevent non-essential searches from showing in the app would make it much easier scroll through and find what you really need.
Now, we could modify our searches from the app, that would be even better! But without knowing how to code, in my feeble little mind it seems it would be easier (at least for the next release) to just add checkboxes next to each search to indicate whether they should appear on the app or not.
Ahh, good catch CGF. We do not have monthly memberships so I was not aware of that restriction.
I apologize for heading you in the wrong direction!
Currently as I understand it, coupon codes are only available to yearly member levels... is there a plan to have that available to all member levels (monthly, free)?[/quote]
CGF - If I understand your question correctly, you can already do what you are wanting. When you create your discount code there should be a 'By Level' checkbox. Click that and then you can add check marks to the membership levels that you want the discount applied to. Anyone outside of those levels checked will not be able to apply the discount.
I would also agree that there needs to be additional functionality with the 'unsubscribe' button. I would like to take it a little further, if I may.
It would be nice to be able to target specific email lists that they would like to unsubscribe from. It is my understanding that currently if a member were to unsubscribe from an email that was manually sent, such as a weekly newsletter, they are effectively unsubscribing from ALL manually sent emails. Which means if we send out other manually sent emails, like a meeting notice, or an additional quarterly newsletter, that they will not receive them because they unsubscribe from one manually sent email they did not care to receive (the weekly newsletter).
What would be nice is to be able to designate 'groups' that manually sent emails could be assigned to (weekly newsletter, quarterly newsletter, meeting notices, etc). Then, when/if they unsubscribe they will continue to receive the manually sent emails from the other groups unless they unsubscribe from it as well. Of course they should still have the option to 'unsubscribe from all' if they so choose.
Thank you for taking it into consideration. Hopefully there will be enough interest. I can really see a benefit from having the option to save several templates and then have the ability to chose the one that you need. Of course you could always have a default template that would go out if no other template is chosen.
For now I guess my work around will be to save word documents for each template that I need. I will then copy and paste the text from the document into the WA template as I need them.
As far as I am concerned, you all do a wonderful job of taking into consideration all of the wants/needs/desires that we post and prioritize them for future upgrades. I'm sure everyone wishes their request is answered first, but keep up the good work!
With every upgrade that has come out in the year that I've been using wild apricot, each one has brought at least one functionality that has made a difference to how I maintain our database/website.
[quote user="Chief_Apricot"]As this thread shows, this is a frequent request and something our product design team plans to work on this year. [/quote]
This is a great thing to hear! I hope that this request comes to fruition. We sign members up initially as 'New Regular' or 'New Certified' so that we can easily track all of the new members. A year later when they renew we would like to move them (automatically) to 'Regular' or 'Certified' level. It's all the same price. It's just a matter of breaking out levels for easier tracking. Unfortunately right now we have to manually move them from one level to the next when they renew. Having some option to have this switch take place automatically would be a huge time saver for us!
Is it possible to move data from the member fields area to the Contacts customized fields?
I created a field in my member fields when I originally set up all of the fields. Now that I look at it, it makes more sense to have this information moved to a contacts customized field as I would like to have ALL contacts include the information and not just the members.
I have about 60 people who have input information into the field and I was wonder if there is a way to transfer that information, or the entire field, to the contacts customized fields area short of opening each record individually and manually copy and pasting it from on field to the other?
This may not be the correct place to put this, but I' trying to figure a way where we can add a cc to an email based off of a search.
To explain: We do a search for members in, say, a particular city to send an email to. But we also at times need to copy that email to a couple other people not associated with that City or search query. Isn't there a way to add these people to the email?
Thank you Poetic.
It would be nice to offer members a choice of which payment company to use as they may already have an account with one and not the other. Or, in a couple of cases that I've seen so far, they actually have a hatred for the one service that we use!
We will continue to use the service that we have an account with and go from there!
By the way...Not that this is directly involved, but I heard rumor yesterday that PayPal and Google Checkout were in the process of either merging or buying on or the other out. Has anyone else heard this?
I think this has already been answered as I found the following link: http://forums.wildapricot.com/forums/308929-general-discussion-and-questions/suggestions/8822125-functionality-for-multi-chapter-organizations , so I am just looking for confirmation.
At the moment, it is not possible to offer our members the option of making a membership payment through either PayPal OR Google Checkout? We can only provide a payment option to one or the other. Is that correct?
I've already commented in another post (http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825617-tracking-continuing-education-points-ceu-cec-cp ), but I will comment here as well to show desire for this functionality as well.
I also agree with the need for a email confirmation field. This is, for us, probably more important where we have membership registrations snail mailed to us and we have someone inputting the data transcribed from the mailed in form. It is a good way for the person inputting the information to make sure they get it correctly. And since this system is based directly off of email addresses, I think it is important to make sure that one piece of information is absolutely correct.
I am hoping to bump this up since it has been a few years since there was discussion on this topic (at least in this thread).
* Create tasks for admin and members that appear on a task list or calendar within our site.
* Have reminder emails sent to people associated with the specific task
* Be able to keyword tasks so that they appear only on calendars/task lists using the same keywords (like what can already be done with events).
* Allow any administrator to create/modify items on the task list/calendar.Potential Workflow:
* A due date for reports has been established. An administrator goes into a calendar/task list widget to input the information (as currently done for events)
* The task information is completed (what the task is, due date, comments about the task, keywording, set reminder emails, assign a group to this task (if applicable).
* reminder emails sent on established dates.
* task closed at due date.What I envision works much like the existing Events input panel. The difference is that currently for events a location is mandatory. While we could just put something in this field to satisfy the requirements it would be nice to not have to do that. Also, associating the task/event with a group would help assure that the correct group of people receive the task reminders as well as help track their progress.Having a separate task list would also help keep the events list from getting cluttered up. We have many recurring tasks where various reports are due by many different people. Keeping them separate from the events would make it much easier to manage.Thank you for your time and consideration.
Old design proposal, not working on it yet and can be changed if we start working on it – https://drive.google.com/file/d/0B0f9kMyQqlBsZ3FQOWRiMERRNkk/view?usp=sharing
I think this is where my request fits in on the user board, so here it goes!
It would be nice to be able to search fields that are blank.
Example: We have a regions field where members are assigned to one of seven regions. What I need to do on typically a quarterly basis is search for member where the REGION field is Null/Blank. Right now my only options for the Region field are: Is and Is Not. The only work around is to create a saved search where I add seven Region criteria and set them to Is Not and then the name of each region. This works, but it's another saved search where it should be easy enough to run a search where Region is Null.
For now I will keep my saved search, but it would be nice to eventually see a Null search on just about any criteria that is available.
I am working with my board members to come up with a list of features we would like to see as well as the workflow that envision using. I will post this information as soon as we have it.
Thank you for responding back and for keeping this on the wishlist. I do see it being a valuable tool for many organizations.
I would like to bump this topic back up. Our organization is very interested in being able to track education points for our members. Has there been any additional thought on applying this topic becoming a possible reality in a near future upgrade? It seems that there may be a lot of interest in this, so I would ask other users interested in tracking education points to chime in as well.
Thank you for the quick response. Your answer makes perfect sense to me and that is the direction I will head.
Thank you very much! I believe that I am going to enjoy using Wild Apricot for our membership management. It looks like it does everything that our organization desires. It will be nice using one service to do everything we need instead of trying to get multiple freeware programs to work together. There's something to be said about small organizations using free products, but there is also something to be said about paying to get something that works as it is intended.
Hello all. I am new to WA and am still evaluating whether it can work for our purposes. So far it is looking very promising.
I am some what technology challenged, so maybe you all have presented the answer to this problem and I just don't see it. Can someone explain to me how the whole login sequence works?
What I want is for members that visit my website; www.mysite.com, to be able to login using a username/password box from WA that I want to put on my index page. Once they log in they will be able to look at restricted pages (in a secure directory) as well as view and maintain their personal contact information. I would like to see this all work seamlessly so that they never know that WA is really functioning as the management portion of our site. Of course I give WA credit on the page, but they don't need to know they are going somewhere else outside of our website!!
I guess that I really don't understand right now how a member would log in from our website without redirecting them to the WA site.
I hope that makes sense.
Thanks again for all of your help!
This just goes to show me that my pea sized brain is not working at the moment. I did what you said in bullet 1 by creating a scripts file under resources. In the folder I put slideshow.js and the file created from the barelyfitz site for my slideshow. In my case that is called Sponsor1.js.
For bullet 2 - my slideshow is just on one page, so I took the code you provided and added it to raw headers for the page it is on. I also went in and changed all of the src=http://community.wildapricot.com sections to point to the appropriate place on my site. I also removed the <!-- and //--> to make the bottom portion of that code active. Should I have done that?
And finally on bullet 3 I added your code to the area on my page that I wanted my slideshow. I stripped out all of the POSITION: absolute and TOP and LEFT information so that it would show on my page where I wanted it. I also modified the src= at the bottom to my starting graphic and modified the dimensions to meet my needs.
After saving, my initial graphic appears where and how I expect it, but no luck on the slide show running! My guess is that I need to modify something in one of the two .js files, but I'm not sure what. I am currently going through the steps of comparing all the code that I have with the Code Walkthrough on BarelyFitz to see what I might be missing.
This definitely isn't a simple cut and paste as their website indicates! I know I will figure it out eventually, but based on my steps above, please let me know if something jumps out at you!
Thanks again for your help.
I am attempting use BarelyFitz, but I seem to be having an issue that I hope you might be able to help me with.
I am able to load the pictures and all that fun stuff on their website and generate and grab the code. I then go into my wild apricot page and load the script using the <s> button. It seems to load just fine. Instantly the first picture shows on the page, but when I save and preview it, it does not load the other pictures.
Do you have any idea what I am doing incorrectly?
I would be quite interested in this as well!