Dale Koetke
My feedback
25 results found
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12 votes
An error occurred while saving the comment -
24 votes
An error occurred while saving the comment 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...
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3 votes
An error occurred while saving the comment +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.
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145 votes
I'm happy to say that we have started working on providing prebaked PDF of all invoices and include them into our emails.
Couple of details about how we designed it:
- it will be a link to download pdf of invoice available throughout the product (including emails sent to contacts)
- as of now it will be static PDF, but later on we plan on adding capability to edit these PDFs as well
An error occurred while saving the comment +1
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36 votes
An error occurred while saving the comment 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!
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.