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Garry Swanson

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  1. 239 votes

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    177 comments  ·  Wishlist » Events  ·  Admin →
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    Garry Swanson commented  · 

    We found a workaround using WA payments. AffiniPay allows recurring payments set up on their online portal, so we are using that for now. It isn’t ideal.. payments are taken out, then invoices are entered into WA and the payment is recorded.. but, it works for now.

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    Garry Swanson commented  · 

    Some non-profits run events through the course of a year. Sometimes it would be beneficial to spread to payment of registration fees in installments.
    The preferred action for an event would be to issue an invoice automatically, send it via email, and then allow online payments.
    I guess this would be like a recurring payment.

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    Garry Swanson commented  · 

    Our community association runs a preschool program, and the tuition is paid monthly. A recurring payment on an event (a preschool class) would be great.

  2. 101 votes

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    30 comments  ·  Wishlist » Finances  ·  Admin →
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    Garry Swanson supported this idea  · 
  3. 74 votes

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    Garry Swanson commented  · 

    Accept Debit (Interac) payments through Wild Apricot Payments.
    Hi
    I would be really beneficial to accept Debit Transactions

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  4. 36 votes

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    6 comments  ·  Wishlist » Usability  ·  Admin →
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    Garry Swanson supported this idea  · 
  5. 114 votes

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    54 comments  ·  Wishlist » Members  ·  Admin →
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    Concurrent membership is not something easy to implement - it would require fundamental redesign of how membership works in WA. However, I have couple of thoughts here that I wanted to hear your feedback on.


    As I understand, there are 2 sides of the problem: 

    1. Collecting additional dues for services. E.g. Member is associate and board member, so you need to collect both dues.

     - This can be addressed using our extra fields functionality. Maybe it's a bit clunky, but it should work. E.g. setup associate member as primary membership and add extra charge checkbox for being a board member.

     - You can easily filter down any members you need with advances search by that extra field.


    2. Setting correct permissions on website pages - here there's no workaround we could suggest, but adding permissions based on saved searches seems to feasable option.


    Am I missing something? Will the…

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    Garry Swanson commented  · 

    In some organizations there could be some committees that have memberships in addition to the main membership for the overall Would it be possible to change the Membership level from a drop-down list to check boxes, allowing for multiple selections.

    I understand that there is a lot more involved (renewal notices, invoicing, etc.) but this would be quite useful.

    I entered a wishlist item in finances for customized invoice templates for each member level.

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  6. 125 votes

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    47 comments  ·  Wishlist » Finances  ·  Admin →
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    Garry Swanson commented  · 

    There are some cases where we would like to have a membership level where an invoice is sent out Monthly. It would be beneficial if we could customize an invoice template to reflect wording for the membership level.
    As an example, we have a membership level that would pay monthly, but we prefer not to call it a "renewal" but a "fee". The invoice would also come from a specific committee, which has their own logo that would be used for their invoice. The numbering could be the same, but some customization would be good.

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    Garry Swanson commented  · 

    This is something that we would use as well. We have a preschool program that is run separately from the main use. We'd like to have a preschool membership, and modify the invoice template to use their logo instead of the regular logo.

  7. 2 votes

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    1 comment  ·  Wishlist » Emails  ·  Admin →
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    Garry Swanson supported this idea  · 
  8. 7 votes

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    Garry Swanson commented  · 

    Yes, the starting page. For example, we run a program where a membership level isn’t viable, but putting the participants in a group, then directing them to a start page for the program would be very beneficial.

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  9. 10 votes

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    1 comment  ·  Wishlist » Finances  ·  Admin →
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    Garry Swanson shared this idea  · 
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    Garry Swanson commented  · 

    Much like how an Invoice gets a PAID watermark on it when the invoice is paid, a watermark for a VOID invoice would be useful.

  10. 105 votes

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    25 comments  ·  Wishlist » Mobile  ·  Admin →
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    Garry Swanson supported this idea  · 
  11. 2 votes

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    0 comments  ·  Wishlist » Mobile  ·  Admin →
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    Garry Swanson shared this idea  · 
  12. 87 votes

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    19 comments  ·  Wishlist » Mobile  ·  Admin →
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    Dmitry Smirnov responded

    We consider this as one of candidates for the next year.

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    Garry Swanson commented  · 

    YES! a million times YES!

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  13. 219 votes

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    65 comments  ·  Wishlist » Mobile  ·  Admin →
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    Garry Swanson commented  · 

    I think for us, it would be worth making the profile screen as the first screen as a good first step.

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    Garry Swanson commented  · 

    You could try making the member profile the first page, and see what feedback arises from it.

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    Garry Swanson commented  · 

    In a perfect world, the app would detect your location, present you with a list of associations in your area, the user picks one and the login screen appears complete with logo.
    At this juncture I think Id be happy with a splash screen and logo, just to get it out the door in a form our members would be able to use.

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    Garry Swanson commented  · 

    Unless it’s a stored variable after the first login.

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    Garry Swanson commented  · 

    Alex.. see, I thought about that as a suggestion, but where would the domain be entered? A user setting wouldn't work for our organization.

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    Garry Swanson commented  · 

    Opening the website from the logo header would work for sure.

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    Garry Swanson commented  · 

    Agreed.. I wouldn’t expect custom branding at the App Store level, that’s what app developers for hire are for.
    The ideal would probably be the WA login screen, then a splash screen with a logo, then the logo in a header or possibly a footer above the menu options? That’s my two cents anyway.

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    Garry Swanson commented  · 

    I guess it wouldn’t be a “title screen”.. a splash screen would be more like it.

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    Garry Swanson commented  · 

    My first idea would be something as simple as a user defined logo in the settings that would maybe appear in the title bar, or just below it. Maybe even a title screen before the events screen appears, with the logo and saying “Hello <member first name>, welcome to the <association name>.

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    Garry Swanson commented  · 

    Hi,
    First, I like the member mobile app.. shows promise, and I appreciate all the work that's gone into it.
    Initial feedback we've had from limited testing is that the app is great, but there is nowhere in the app that the information is linked to the organization.
    It would be beneficial to have some sort of organization branding within the app once a member has logged in.
    It would be beneficial to have the app

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  14. 18 votes

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    7 comments  ·  Wishlist » Events  ·  Admin →
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    Garry Swanson commented  · 

    When an organization has multiple payment methods the Offline graphic gives the impression that the online payment system is offline.

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  15. 40 votes

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    1 comment  ·  Wishlist » Gadgets  ·  Admin →
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    Garry Swanson supported this idea  · 
  16. 69 votes

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    24 comments  ·  Wishlist » Members  ·  Admin →
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    Dmitry Smirnov responded

    How are you going to use QR codes on membership cards? Do you expect some additional functionality in WA, which will be able to read and process these codes?

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  17. 98 votes

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    Garry Swanson supported this idea  · 
  18. 48 votes

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    9 comments  ·  Wishlist » Members  ·  Admin →
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    Team Mobile responded

    Now it is possible to open member card from personal profile screen in mobile app for members.

  19. 58 votes

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    8 comments  ·  Wishlist » Events  ·  Admin →
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    Garry Swanson supported this idea  · 
  20. 28 votes

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    13 comments  ·  Wishlist » Emails  ·  Admin →
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    Garry Swanson commented  · 

    Hi
    At times, we think it might be useful to include a custom field that initiates an action (i.e. "Yes, keep me in mind for volunteering") that would flag their profile. The profiles already have a field that is filled out as part of the initial membership sign up process, but it isn't filled out for another year.

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