Dale Koetke

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  1. 172 votes
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    60 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke commented  · 

    We use Wild Apricot for a kids' athletic team. The requirement to have a different, unique email per child is a real bother for families with multiple children in the program. It would be easier for families if they could have a single account which maps to multiple members: log in once, and then they could pivot between members.

  2. 33 votes
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    16 comments  ·  Wishlist » Usability  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke supported this idea  · 
  3. 52 votes
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    6 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke supported this idea  · 
  4. 172 votes
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    116 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke supported this idea  · 
  5. 1 vote
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    0 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke shared this idea  · 
  6. 16 votes
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    9 comments  ·  Wishlist » Website / Content  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke supported this idea  · 
    Dale Koetke commented  · 

    Evgeny, an important use case is that I have content that I want to reuse periodically. For instance only have a widget reminding members about an activity in the two weeks before the activity. As it is now, I need to re-write such content each time (or copy out the source, save it somewhere and paste in back in to a new widget -- way too many steps!)

    Dale Koetke commented  · 

    It would be great if I could leave a gadget on a page, but hide it from the public, as a way of enabling me to easily bring it back when I want to. Now I need to completely re-create it.

  7. 25 votes
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    5 comments  ·  Wishlist » Events  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 134 votes
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    83 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 69 votes
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    24 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke commented  · 

    Hi Evgeny, any update on this? Mailing out invoice reminders manually is super time consuming. I have 48 open invoices right now. I can't take the time to individually mail out reminders. I'd love to see this get into your backlog targeted for a release.
    Thanks
    Dale

    Dale Koetke supported this idea  · 
    Dale Koetke shared this idea  · 
  10. 19 votes
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    0 comments  ·  Wishlist » Gadgets  ·  Flag idea as inappropriate…  ·  Admin →
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  11. 8 votes
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    6 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke commented  · 

    Dmitry, I have the age limits in the description but still get 3-4% of my members signing up into the wrong group. The age limit is always a little complicated as it depends on the members age as of a cutoff date (not at the date they register). At least in my case, having this in the description is insufficient.

    Dale Koetke supported this idea  · 
  12. 12 votes
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    7 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke commented  · 

    This would be great for me. We have membership levels that are age sensitive and its easy to make a mistake and renew into a level which is no longer correct...

    Dale Koetke supported this idea  · 
  13. 140 votes
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    78 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
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    Dale Koetke commented  · 

    Hey Apricots, any update on this now that your version 5 work is deploying? This is the biggest pain point in our use of Wild Apricot: the constant hassle with QuickBooks. 100% synchronization with QB would be huge for us. I am routinely have to defend our use of WA to our organization because of the lack of really solid synchronization with QB Online.

    Thanks

    Dale

    Dale Koetke commented  · 

    Evgeny, for on premises QuickBooks installations, it would be beneficial to move from the obsolete IFF import to using the improved QuickBooks WebConnector. A solid effort integrating into QuickBooks this way would be a big improvement.

    The future is QuickBooks online though. Intuit has a rich API and using this to keep QuickBooks and Wild Apricot fully in sync would be a huge plus for your many mutual customers. See https://developer.intuit.com for all the abilities that Intuit offers...

    Dale Koetke commented  · 
  14. 3 votes
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    5 comments  ·  Wishlist » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke supported this idea  · 
    Dale Koetke commented  · 

    +1

    The fact that I cannot search based on the member's balance is a huge issue for me. I need to be able to reach back to all members with a balance and remind (nag) them. if I could create an advanced search using the balance (e.g. all members with balance > 0 ) it would be a huge time saver.

  15. 92 votes
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    40 comments  ·  Wishlist » Finances  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke supported this idea  · 
    Dale Koetke commented  · 

    +1

  16. 26 votes
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    25 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    Dale Koetke supported this idea  · 
    Dale Koetke commented  · 

    We have scenarios where members need to move to a different membership level (for instance due to age). I have no way to enforce this in Wild Apricot, so a reasonable approach is that I bulk move them. The problem is that they all receive this membership level change which looks a lot like they were renewed and billed since the program price is shown. Then I need to spend time explaining what this means and making excuses for the Wild Apricot platform. I have done extensive modification of the other email templates to match our scenarios as well as providing a professional, branded experience. This one automatic email causes me a lot of trouble as mentioned above. I know the WA team been focused on the much improved CMS, but please take this feature under request for the coming months!

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