Duncan Todd
My feedback
13 results found
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85 votesDuncan Todd
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19 votesDuncan Todd
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247 votesDuncan Todd
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19 votesDuncan Todd
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13 votesDuncan Todd
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16 votesDuncan Todd
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82 votesDuncan Todd
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79 votesDuncan Todd
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59 votes
Dmitry Smirnov
responded
We just launched integration with Integromat platform, which helps to build automated workflows. We also provide several templates for quick start, and one of them allows to send birthday emails.
You can try the integration by this link https://www.integromat.com/en/integration/2274-happy-birthday-to-wild-apricot-members
An error occurred while saving the comment Duncan Todd
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An error occurred while saving the comment Duncan Todd
commented
Automated birthday messages to individual members would be great!
An error occurred while saving the comment Duncan Todd
commented
An absolute requirement for my organisation - please consider implementing! We share birthdays across our full membership base and afford all members the opportunity to wish each other a happy birthday. Thanks.
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74 votes
An error occurred while saving the comment Duncan Todd
commented
I am excluded from the general discussion area for some reason.
This functionality is crucial for our non-profit - we have started evaluating competing products that offer this functionality out of the box (e.g. silkstart).
What we need:
A national or central view of the full database with existing WA admin and reporting functionality.
Assignable admin rights at local chapter level with the ability to view/edit/maintain member, event, money (donation and finances), email and site data, per existing WA admin functionality but only for that chapter's members. A local chapter dashboard would be good. Essentially a "mini" standard WA view of one segment of the database with rights and views limited to that chapter's data. Custom subscriptions and charges for each chapter, together with either a flat-fee or % contribution to national level would be good too.
Ideally also we'd like to restrict chapter admins from being able to export data to comply with local privacy legislation.
Any idea on if or when such functionality might find its way into WA?
Duncan Todd
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38 votesDuncan Todd
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An error occurred while saving the comment Duncan Todd
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Our organisation needs this too. Member birthdays (and anniversaries) are shared in local council minutes to afford members the opportunity of wishing each other well on the occasion. Currently we have to export the dates and do the list in Excel; not ideal.
+1 for this functionality please.
An error occurred while saving the comment Duncan Todd
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Aboslutely! Please ;)
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106 votes
An error occurred while saving the comment Duncan Todd
commented
Would be good to be able to see a date when a record was archived and by who; thanks.
Duncan Todd
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An error occurred while saving the comment Duncan Todd
commented
We definitely need to track changes in a member's level and other status changes through the member's life (offices held, committees served, rank changes, transfers between areas/chapters etc) with our organisation.
Ideally we'd be able, on a per member basis, to produce a "change log" of all significant updates and changes to a member's record within a date range or on a life-to-date basis.
In order to get around this we're having to add many, many fields, e.g. first office held from/to dates, second office from/to dates, third office from/to dates etc. This is very clunky. We even tried to have membership levels (at least) tracked using the "audit log" only to discover this log depends on there having been a financial transaction, something we don't do with level changes.
Please give us some idea of when this "change log" functionality might happen.
Thanks.
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57 votesDuncan Todd
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This is a critical requirement for our non-profit. We are considering moving platforms to get this functionality.