James Kerich

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  1. 13 votes
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      3 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
      James Kerich commented  · 

      The aging receivables will include archived contacts if those archived contacts have unpaid invoice still present on their account. I think it would be preferable to either automatically filter this report to only include active contact records or add the option to filter for just active archive records. The report just produces the wrong information if this situation exists.

      James Kerich supported this idea  · 
    • 20 votes
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        8 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
      • 33 votes
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          24 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
          James Kerich commented  · 

          Totally agree this is a huge gap in Wild Apricot capacity. However I also can see how that would be a major overhaul in programming that is probably way beyond what Wild Apricot can handle. Perhaps a small fix that wouldn't be as difficult is just making the currency field free flowing and the user just defines that they are using EUROS or CAD so that the product can be marketed to foreign users. For sure EUROs is a major one Wild Apricot should address.

          James Kerich supported this idea  · 
        • 42 votes
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            6 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
            James Kerich shared this idea  · 
          • 125 votes
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              76 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
              James Kerich supported this idea  · 
            • 13 votes
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                4 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                James Kerich shared this idea  · 
              • 30 votes
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                  40 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                  James Kerich supported this idea  · 
                  James Kerich commented  · 

                  Can you please add to this list to "Add group functionality to contracts as well as members". We have many contacts which are not members. We would like to organize those contacts into groups so that we can target information and solicitations to them. Currently, we have no way to organize contacts into anything that is useful from a marketing perspective. Having Group functionality that is available to contact would be helpful. Maybe even just simply moving the entire group capacity to the contact level instead of the member level would be the best solution. You already have the backbone to support web page control and some functionality to limit who can be associate with a group, so you are half way there. Would love to see this added to your list as something that could be done.

                  James Kerich commented  · 

                  Number 5 above would be fantastic. Having users both in their membership profile page and new members (as part of the new member application) page select which groups they want to participate in would be really valuable. However, I would like the ADMIN user to control which groups people can "sign up" for. For instance, we are using groups to associate people with committees within our organization. current the admin user has to go in a manually add the person to a committee which is a real hassle and waste of time. One of the groups we have set up is Board of Director. That is a group we simple don't want to offer as a group someone can "sign up" for. That group we would like only admin access too. However, other groups such as general committees we want people to sign up for an let us know they are interested and/or want to be on that committee. This would be helpful.

                • 59 votes
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                    36 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                    James Kerich supported this idea  · 
                    James Kerich commented  · 

                    I agree. There should be two buttons - pay with reoccurring charge and another button to just pay. It really makes no sense to force everyone to do reoccurring or force everyone to not do reoccurring. There should be an option simply available. Hope you put this on the roadmap.

                  • 76 votes
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                      44 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                      James Kerich supported this idea  · 
                      James Kerich commented  · 

                      I am in agreement with this request. We would really like the ability to load the attendee list from a spreadsheet. This is useful when the registration process is done offline of WA. The way it is now, we have manually go in and add them which takes a significant amount of time. Having the ability to just load the list would be great.

                      James Kerich commented  · 

                      I would also like to have a way to import an attendee list. We don't need it necessary for billing, but we do sometimes have outside vendors handle event registration for our events and they do it using their own system. Have a way to import the final attendee list would be really great.

                    • 4 votes
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                        4 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
                        James Kerich supported this idea  · 
                        James Kerich shared this idea  · 
                      • 68 votes
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                          44 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
                          James Kerich supported this idea  · 
                          James Kerich commented  · 

                          I remember this issue coming up years ago. I thought you built the backbone for this, but never implemented it? For instance, I use or maybe still do get a pop up when I delete a registration asking why the registration was deleted. Can't remember if that pop up still shows up now or not. Not sure why you didn't move forward with that.

                          I also remember about a year ago a discussion thread regarding implementing an audit trail or an activity log report that could be viewed to show what is going on and happening on the application. Not sure what ever came of that. The audit log or activity log would be very useful as I know we have wondered what happened at times when funky stuff happens on the WA site. Hope to see that come back up on the to do list.

                        • 34 votes
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                            17 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            James Kerich supported this idea  · 
                            James Kerich commented  · 

                            Any update on this issue of allowing the group functionality to be available to both contacts and members. Has there been any review of this issue in a while?

                            My concern is that "groups" control website access in addition to their natural function of separating contacts into categories. If the current group field could be moved to be allowed for all contacts (member and non-member), then we could use groups to control webpage access as well. Which would be ideal.

                            James Kerich commented  · 

                            It would be great if the "groups" function now only available for Membership types could also be used for contacts. Currently, we have no real way to group and separate our contract list (which we use for marketing and member development opportunities) and it would be great if Groups could be used to classify our contacts into buckets (if you will). Hopefully others can see a need for this and we can see this move into production.

                          • 77 votes
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                              43 comments  ·  Wishlist » Online payments  ·  Flag idea as inappropriate…  ·  Admin →
                              James Kerich supported this idea  · 
                              James Kerich commented  · 

                              I also think having more flexibility in the merchant service connectivity would be beneficial. You really limit the seamless aspect of your offering to only a couple of merchant service companies. This causes some difficulties if someone like a particular merchant service provider due to pricing or whatever. Your site doesn't provide the flexibility to integrate that service provider with the check out process. I have no idea how you would approach, but clearly other member management software providers have successfully dealt with it so there must be a solution that isn't unmanageable. I suspect all merchant providers have a few key things that need to have controlled by WA because they all use the same rules and same API logic to connect. So it has to be possible. Hope you will spend some time on a solution to this issue.

                            • 13 votes
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                                9 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                                James Kerich supported this idea  · 
                                James Kerich shared this idea  · 
                              • 64 votes
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                                  36 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  James Kerich supported this idea  · 
                                  James Kerich shared this idea  · 
                                • 191 votes
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                                    52 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                    James Kerich supported this idea  · 
                                    James Kerich commented  · 

                                    I see on the dashboard you provide a report of the "most active members" showing the number of logins done by name. We were interested in enhancing our website by running a promotion with our members to give an incentive prize to the individual who shows the most activity over a 30 day period. In order to make the promotion work, we would need a report showing us the number of times a person logs in over a time frame. I don't see a way to do this. Is this possible to track? We were thinking it would be a fun thing to do and drive traffic to our website. It would be nice if we could have that reporting ability.

                                  • 16 votes
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                                      6 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                                      James Kerich supported this idea  · 
                                      James Kerich commented  · 

                                      We just set up a members only page with the presentations and papers from the event. I don't see any special mechanism needed. I think all that one needs to do is set up a special page and insert any documents they want to share.

                                    • 25 votes
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                                        22 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                        James Kerich supported this idea  · 
                                        James Kerich commented  · 

                                        Yes I agree, it is kind of a problem that group particpation control is all or nothing. It would be good to set up the group management area to allow group access to be controlled by the admin function or by the users.

                                        Looking at it, It would be nice if you could just move the access functionality you have on the member database field page to the group management page and allow each group participation name to have separate access controls established.

                                      • 30 votes
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                                          24 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
                                          James Kerich supported this idea  · 
                                          James Kerich commented  · 

                                          I like this idea also. Our need is similiar with a twist. In our case, we charge everyone on the same date each year for there membership dues. What will happen is someone will join during the year. We charge them a full year membership at that point. Then on the annual renewal billing date, we charge them a full year less a prorated amount for the prior year.

                                          For instance, we charge everyone on 9/1 of each year for their annual dues. If someone starts on 4/1 of a given year, they are charged a full year rate at that time. Then on 9/1, we provide them with a discount on their renewal for the number of months they were not members in the prior year (7 mths in this case). So if their dues was $200 charged on 4/1, we would charge them $83 on 9/1 ($200 - $117 which is $200 x 7/12).

                                          I think the concept is similar, but ours is retroactive instead of prospective as describe above.

                                        • 275 votes
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                                            152 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
                                            James Kerich supported this idea  · 
                                            James Kerich commented  · 

                                            I like the idea of conference presenters having a place to upload their presentation documents so that can be reviewed and made available to attendees. I think the upload location could be set up as a component of the event set up. Perhaps a special page called Session Details which would house the event agenda or session listing. Then the presenter could add (via a special registration code perhaps) their document using the same functionality that the admin user uses when editing a webpage and adding a document via a hyperlink. So the layout could look like this:

                                            Big Fantastic Trade Show

                                            Monday, January 5

                                            9 am - 10 am The newest features of Wild Apricot

                                            10 am - 11 am How to build a great website Click for handouts

                                            Etc.

                                            So if someone clicks on the session name they would hyperlink to the powerpoint slides or the word document or whatever the presenter has as their main presentation information. If the presenter had additional handouts they could add more links. This webpage would then be available to attendees all the time. And the presenter could update or replace their documents when needed. Then the admin person could set when to close down this event so people could get these documents after the show or just shut it down when they want. The control over the registration until date already exists so I could see this being controlled independent of the existing registration process.

                                            Just and idea on how this would work.

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