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Gordon Stewart

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  1. 10 votes

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    5 comments  ·  Wishlist » Events  ·  Admin →
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    Gordon Stewart supported this idea  · 
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    Gordon Stewart commented  · 

    We desperately need a drop down list with extra costs for event registration.

    We have several events each year where we sell clothing as part of event registration. We are forced to use Multiple Choice with Extra Cost or Radio Button with Extra Cost. By the time we have added a couple of items, each with many sizes, the registration page gets so long that it becomes unwieldy and we have to restrict the number of items we sell.

    A drop down list with extra charges would solve this problem. Can't happen soon enough !!

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    Gordon Stewart commented  · 

    The Event Registration process currently supports sale of additional items through Multiple Choice and Radio Button lists but each option in these lists requires an additional line on the registration screen. When selling several items (Clothing?) each with several choices (Sizes?) the registration screen can get very long. Users get confused since the "Continue" button is at the bottom of the screen and they have to page all the way down to find it.

    A "Pull-down List with Additional Cost" option for the Event Registration page would allow us to dramatically reduce the screen sized when selling multiple clothing items because each sales item would only take a single line on the screen.

  2. 28 votes

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    Gordon Stewart supported this idea  · 
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    Gordon Stewart commented  · 

    Providing wider access to a dashboard would certainly help but falls short of what I'd like to see.

    The dashboard is basically a report but a report is a device for distributing information and if it cannot be distributed it fails in its function as a report.

    I'd love to see an "Export" button on every WA dashboard - including the membership , event reports, etc.

    The ability to suck these into Excel, customize them, pdf them and pass them around to my team would be huge. This would also mean that I could push this data to my board rather than having to plead with them to go to the website and collect the data (and interpret it) for themselves.

    My solution to this has been to write software that processed a members "Export All" database and produces my membership report. There should be an easier way to do this.

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    Gordon Stewart commented  · 

    The one change in the dashboards that I'd like to see is the ability to export the data from the dashboard into a format that can be shared. I have to provide several reports to my board - the membership page dashboard would work fine but I have no way to capture it and distribute it.

    A report that cannot be shared is not really a report.

  3. 3 votes

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    4 comments  ·  Wishlist » Members  ·  Admin →
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    Gordon Stewart supported this idea  · 
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    Gordon Stewart commented  · 

    Is there any hope of getting this acted upon ???

    Gordon

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  4. 61 votes

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    37 comments  ·  Wishlist » Contacts  ·  Admin →
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    Gordon Stewart supported this idea  · 
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    Gordon Stewart commented  · 

    I usually export to Excel to make my bulk changes then import. That would also work for batches of new members.

  5. 77 votes

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    46 comments  ·  Wishlist » Contacts  ·  Admin →
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    Gordon Stewart supported this idea  · 
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    Gordon Stewart commented  · 

    Good idea.

    If a new member does a typo in their registration they are locked out of the system and will remain so till the admin notices the undeliverable emails or the member complains.

    Also true of event registrations.

  6. 8 votes

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    4 comments  ·  Wishlist » Dashboard  ·  Admin →
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    Gordon Stewart commented  · 

    Dmitry -

    I don't think there is much to be gained by producing reports that go much beyond what you have already provided in the dashboard reports. Yes, the dashboard reports must be exportable to Excel and (less important) as a pdf. However, any attempt to create additional pre-formatted (canned?) reports will result in numerous requests to endlessly tweak the report to meet the particular needs of diverse customers. It can never be a satisfactory tool.

    However, you already have an immensely flexible and valuable tool in the Event Registration Report. This an a wonderfully flexible summarization tool that would satisfy the needs of many reports. It is simple to use and provides great summary data but (again) must be exportable as pdf and for Excel. This tool should be available to create summary reports on members and contacts.

    You already allow member and contact data to be selected (and exported) by row. Can you add the option of also selecting columns? This would allow me to select rows (i.e. membership level) and Columns (First, Last, Telephone) and produce a concise and meaningful extract of a large database.

    Also, and perhaps most important, it would be great if the extracting and reporting tools could be combined so that one feeds into the other. This would be analogous to the UNIX environment where an extract tool could pipe its output to a reporting tool. As an example we could used the Advanced Search to extract the rows containing membership levels "Gold" and "Silver" and the column "State". We could then send this data to the reporting/summary tool which would report on the number of members we have at these levels in each state.

    This really means that there would be three destinations for data extracted from the databases
    * Export as Excel (CSV) format.
    * Export as pdf
    * Export as input to the summarization tool for further manipulation. The summarization tool would similar to the current Event Registration Report.

    Gordon Stewart supported this idea  · 
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  7. 0 votes

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    2 comments  ·  Designers  ·  Admin →
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    Gordon Stewart commented  · 

    There is a way to do this documented in the archives at

    http://forums.wildapricot.com/forums/308920-archive/suggestions/8835379-how-to-disable-fly-out-menu

    This works. I just re-installed it, there seems to be a tendency for CSS changes to disappear occasionally.

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