We would like to have an administrator role capable of viewing and editing contact details, checking and updating membership status, and processing event registrations. However, we would like this role to NOT be able to see any donation information. This is basically the Membership and Events Manager roles but without any donation access.
Our situation is this: we have education staff who run education events. They need to know if someone is a member, be able to process a renewal, etc. They also need to be able to add attendees, print attendee lists, etc. But we don't want them to see the donation info of any of the event participants. We want that information to be limited to our development staff.
Ideally education staff would only be able to manage education events (we have development events, too). Right now we're ok with them being able to see (and theoretically manage) development events, but a cleaner separation would be nice. I know this is on the wishlist as per this thread: http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8827180-event-manager-for-specific-events-only-with-limite
Also, this request is similar to a request for limiting event manager access to financial information to events only: http://forums.wildapricot.com/forums/308929-general-discussion-and-questions/suggestions/8822770-limiting-event-manager-access-to-financial-mgmt-to
We are also interested in this functionality. It would be helpful for manual entry as well as for members, etc. when signing up for events or making donations.
We'd even be happy to name our address fields something standardized (e.g. same as Wild Apricot payment page) to get this to work.
I second this request - we would really like this functionality, too. Any idea if/when it might be available?
In the meantime, what do people do? I don't like the idea of having two membership types for each level (one recurring and one non-recurring) because it makes searching, event setup, etc. more complicated... Other options I can think of are to have them all be just recurring (will we lose people who don't want to auto-renew?) or not use recurring (then we're chasing everyone down whenever they expire and don't respond to the emails)...
Any suggestions would be appreciated!
We would also use pledge functionality. Like alexyaronyc posted, we could see this as being largely similar to an unpaid donation. The only thing I would add is that the pledge should have a "due date" or "pledge date" and not be too up front for the contact (or us) until that date gets closer.
We would definitely like to be able to import financial transactions, especially donations. Our current system can export to Excel (csv) so that would be fine for format. As for fields, we'd be happy to start with something basic - donor (link to contact would be fine), amount, date, payment method, and notes. We also tag donations according to campaign and fund, but those could be custom fields (if you could allow for importing of data into those fields as with contacts that would be excellent).
Let us know if you need more detail.
We would also like to be able to add contacts (non-members) to groups. This would be helpful for contacts we email regularly as groups, e.g. volunteers, prospects, etc. We could use custom fields, but that makes membership/participation in multiple groups tricky. Using the group participation functionality would be awesome.
We would also like to be able to have multiple donation forms, each with its own customized fields. Our donations largely fall into one of two categories: an outright donation or a donation for another person. In the case of outright donations we just need the donor's information, but in the case of donations for another person we need additional info for that other person. We'd like to be able to make those fields required when someone was making that type of donation, and we'd like to have them not show up when someone was making an outright donation.