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  · 
  2. 23 votes
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    8 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
  3. 37 votes
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    27 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  · 
  4. 47 votes
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    8 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    James Kerich shared this idea  · 
  5. 138 votes
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    79 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    James Kerich supported this idea  · 
  6. 14 votes
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    4 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    James Kerich shared this idea  · 
  7. 35 votes
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    44 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.

  8. 65 votes
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    40 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.

  9. 91 votes
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    48 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →

    Hello everyone! 

    Seeing your activity on this thread we would like to present you with three new templates using the third-party app called “Integromat”. They could help you to: 
    - Copy an event with registrants 
    - Export registrations into a Google sheet 
    - Import registrations from a Google sheet 

    These need a short one-time setup and then you’ll be able to do the actions above in just a few clicks! 

    For more info see our blog: https://www.wildapricot.com/blogs/newsblog/2019/04/30/event-registration-integromat 

    We absolutely understand this is not a solution but more of a workaround for this request, so we won’t close this thread. But feel free to share your thoughts about these templates as well! 

    Please note, these workflows have some limitations and might not suit everybody. But we hope they will make your life a bit easier.

    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.

  10. 4 votes
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    4 comments  ·  Wishlist » Security / Privacy  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 79 votes
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    46 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.

  12. 45 votes
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    20 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.

  13. 92 votes
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    47 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.

  14. 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  · 
  15. 66 votes
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    37 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    James Kerich supported this idea  · 
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  16. 211 votes
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    54 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.

  17. 17 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.

  18. 28 votes
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    23 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.

  19. 34 votes
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    25 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.

  20. 179 votes
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    118 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    James Kerich supported this idea  · 
    James Kerich commented  · 

    It would be great to provide a discount coupon function for event. The advantage of the discount coupon code is that it is more flexible, the discount amount is only know to those individuals that actually have the coupon code and it is an optional field visable during checkout.

    Currently events can have a registration type that is a "Code Required" registration type. This isn't really a great way to offer a discount because anyone can see the price offered under this "Code" registration type setup. This also forces what you want to be a discounted rate to a selected group to be a separate registration type when it really isn't, its just a price variance. We REALLY don't like the fact that the registration code option shows everyone (that is authorized to see it) what the discount price is because everyone will call and bug us on how they can get the discounted rate. Having it set up to be a discount percentage or amount available only if you "know the code" is something we prefer over what we can do now with events. We had to do some major work arounds in our last event to offer special pricing to a selected group and keep it hidden from others that would have registered for the same registration type.

    Most online "stores" offer a discount code field where you put the code in as you check out. If you have a valid code you get a discount. If you don't have the code you don't get it. Pretty simple to understand and to use.

    Is there any way you can either set up the membership coupon function to be available to be used on events (becuase it appears to work the way I'd like it to work for events) or switch the way the registration code function works so that it can work like the membership discount code works?

    Hopefully others will vote for this too so you can have a feel for how important this is to WA users.

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