J Buckley
My feedback
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194 votesJ Buckley
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149 votesJ Buckley
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170 votesJ Buckley
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127 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now - Remaining portion of old membership level payment will be applied to new level - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications: - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…J Buckley
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469 votes
Team Husky
responded
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.
J Buckley
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5 votesJ Buckley
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93 votesJ Buckley
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An error occurred while saving the comment J Buckley
commented
Can you please provide the link to this in the Wishlist? I can't find it. Thanks!
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62 votesJ Buckley
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An error occurred while saving the comment J Buckley
commented
The problem with auto-generating the invoices is that if the member fails to pay by the due date (or grace date if there is one), the invoice is automatically deleted from the system. No invoice should automatically be deleted - that violates almost every basic accounting and bookkeeping principle. It makes it nearly impossible to trace down any record of what happened - which is a manual process - when members start questioning why they can't pay the invoice that they swore was there one day and gone the next.
I have to say, we are really struggling with the member renewal process (for us, it is quarterly) and I don't know how much longer we'll be able to hold out against the membership. There is a very vocal minority working very hard to force us to give up this system.
An error occurred while saving the comment J Buckley
commented
This isn't as helpful as we need it to be as it doesn't provide a link back to the payment page - members have to log in, get dropped at their invoice page then don't know what to do (god forbid they read the directions we provide). They won't click the invoice link to get to the payment buttons.
The button is working well as long as they don't encounter the security certificate pop-up - that brings everything to a standstill as no one will proceed on their own. Any ideas on how to suppress that certificate pop-up?
Herding cats,
J
An error occurred while saving the comment J Buckley
commented
I have been looking everywhere for how to automatically generate a renewal invoice and stumbled upon this thread and your post. HOW do you "automatically generate invoices and email the invoices" and HOW can we do that prior to the renewal date?
We're having a TERRIBLE time getting members to generate an invoice to send in with their checks and having issues with members not understanding the multiple clicks it takes to just pay their bills.
Currently, upon login, we're dropping members on a Members Only page with a "Pay My Dues" button that directs them to the Membership Renewal page (see link below) but it triggers a security certificate message which they aren't clicking through. Or, do you have a suggestion on how to avoid the triggering of the security certificate message? Either solution would be extremely helpful. Thanks!
(https://www.sailbcyc.org/Content/Wizard/Renewal/MemberRenewal.aspx )
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17 votesJ Buckley
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An error occurred while saving the comment J Buckley
commented
We have all kinds of bookkeeping issues with this as well and would LOVE to see better accounting controls put in place - several have been mentioned on this thread.
Thank you!
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44 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now
- Remaining portion of old membership level payment will be applied to new level
- For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications:
- Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…J Buckley
supported this idea
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An error occurred while saving the comment J Buckley
commented
Has this been addressed?
We have an issue where a member upgrades their membership level, and pays, just before their renewal yet they still receive a renewal notification stating that they need to pay. The system shows that the member paid, with the correct date yet it still shows that they need to renew. It's happened twice now and it's eroding confidence in our system.
Please advise.
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13 votesJ Buckley
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An error occurred while saving the comment J Buckley
commented
This has my vote!
I find it totally bizarre that you can upload multiple items at once but you cannot DOWNLOAD any of them - not singly or in bulk. It is useless to be able to upload but not download.
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18 votesJ Buckley
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An error occurred while saving the comment J Buckley
commented
We also would like this feature. We currently have to build a Printed Directory where this field is very prominently featured and we expected to be able to make this visible online as well. Thank you.
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69 votes
Evgeny Zaritovskiy
responded
Current proposal: https://drive.google.com/file/d/0B0f9kMyQqlBsV1UzVVYwS21ZU28/view?usp=sharing
We do not have plans yet on when we’re going to deliver on this.
An error occurred while saving the comment J Buckley
commented
Both ideas would work for us - and yes, we need this!
This would be EXTREMELY helpful for my group as well. We have many free events and often need sign-up lists for a variety of things: food, volunteers, etc.
The problem with making people "register" for these kinds of events is the whole "invoicing" process. If an event is FREE, why should an invoice be needed?
Thanks!