Evgeny Zaritovskiy
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6 votes
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6 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
If assistant is entering member's data only, then system will assume that the member is registering himself and everything should be ok - only 1 attendee to be created, with member's data.
Can you describe the process of registration which results in 2 attendees?
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5 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
I would rather go in direction of centralized library of all emails - http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826730-customize-all-emails-sent-from-wa-using-centralize
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3 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Well, actually, whenever automatic admin copy of an email is sent, all admin recipients are listed in the email (as CC). Can you give me specific example of email?
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73 votes
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7 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
This is not about additional email for a contact - we are speaking about 2 different people here (attendee and billing person). It's not enough to just add one more email for a contact.
How do you see in this case event registration workflow? It looks there should be a choice for attendee to specify a separate billing person during registration, right?
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9 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
No, not built-in.
I moved the thread to the wishlist section. -
11 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Thank you for your detailed explanation, this will help us to do a proper analysis and design in future.
An error occurred while saving the comment Evgeny Zaritovskiy commented
Thanks for the comment, it makes total sense. I'm quite surprised that this has not come before.
Still, let's see other comments on that.
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7 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Hi David!
Thanks for comments, I will add this into our design queue but there is no change to fit it into next release.
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12 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Unfortunately, there is no way to automate it now. Let's see what other people comment.
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40 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
That makes total sense to me, I'll add this to our queue (keeping invoice when cancelling event registration)
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28 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Thanks for comments, added to the design queue.
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47 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Good point - I would like to hear from others here on the point.
As a workaround I can suggest the following: setup renewal policy of your main levels to either Archive overdue members, or to move to another level (e.g. "Former members" in 14 days) where you define Archive at some later time (like in 60 days).
As soon as member is archived, he cannot renew his membership, but has to apply for membership again - which will force him to go through membership application workflow where you can enforce administrator review policy.
An error occurred while saving the comment Evgeny Zaritovskiy commented
I joined several posts on the same topic into single thread and move them altogether into Wishlist forum,
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8 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Unfortunately, I was wrong - this is how system works now and we cannot change it easily. Here is what happens:
* When someone registers for event, invoice is generated for the this registration. The invoice has origin of "Event registration" and when you click on specific event Financial transactions link, system shows you all invoices with this event origin
* When invoice is paid, payment records is created and settled to the invoice. So, you can also see the payment in even financial transactions, because it is related to the invoice.
* BUT when you cancel event registration, invoice is deleted. Payment is settled to the refund, but refund and payment has no origin of event - this is by design (because there can be single payment for multiple invoices - i.e. for membership and event together). So from the moment of cancellation you will not see payment and refund in event financial transactions.This is a kind of logical problem and not easy to resolve for us. The only solution I see here is to not to delete invoices but rather create a special state for them like "Cancelled". But such a change would require to rework underlying workflows and this is time consuming task.
I will keep your post in the Wishlist so we can collect more comments and see if this is critical or not for other people.
An error occurred while saving the comment Evgeny Zaritovskiy commented
This looks like a bug - can you please send details to support@wildapricot.com ?
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34 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
I joined 2 threads that were about same thing - admin should be able to preview the events he is setting up
An error occurred while saving the comment Evgeny Zaritovskiy commented
I can suggested the following workaround for now:
* add some tag for the even e.g. "test"
* create member-only site section, available for some specific group only e.g. admins
* add a even list as a subpage
* setup event list page to show events filtered by this "test" labelNow you can preview event on the site when use switch to public view mode (make sure that you belong to the group that you defined for this member-only page. Also, you will have to mark all other events with some other tags (e.g. "Live") and for your normal event page you will have to setup a filter by this "Live" tag.
I know this is too much work and kind of ugly way to do this, but there is nothing we can do right now. I will keep this thread here so we can eventually do something to resolve this problem.
Actually, in the very next release, all events will be available by direct URL and each event also will have its own access settings (not just Visible/Hidden). This means that you can define limited access for an event and then on public site open it bu direct URL.
An error occurred while saving the comment Evgeny Zaritovskiy commented
It's very hard to follow comments with a mix of different requests in them - too many comments and threading. Could you please focus on the most important part here and put other notes as separate threads?
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14 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
No update. Our most current update is in our Product Roadmap http://help.wildapricot.com/display/DOC/Product+roadmap page - it reflects what we're busy with and what our next plans are.
An error occurred while saving the comment Evgeny Zaritovskiy commented
Sorry, updated the link. I was just trying to say that current Memo is a basic text field - and what you suggested is actually a log of actions, different from simple text field.
An error occurred while saving the comment Evgeny Zaritovskiy commented
I believe that what you suggested should not be related to current Memo field (it just was not designed for that purpose) but actually about adding CRM features into WA. We have a post about that - http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8826226-communications-tracking-crm-10556
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6 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
We will try to investigate that.
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13 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
In the very next release there will be ability to restore pages (not blog posts or contact records).
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18 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
This is a good point but I see no easy and quick way of doing this in the current design of renewal reminders design. This section combines emails and actions and if we add smoe more options here, it would be really hard to understand the whole piece of the screen.
We will be keeping this in mind for future and when we are working on renewals improvements, we will try to find better solution for that.
An error occurred while saving the comment Evgeny Zaritovskiy commented
Anyone to comment or vote for this?
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8 votes
An error occurred while saving the comment Evgeny Zaritovskiy commented
Interesting suggestion, thank you.
This is a good suggestion. Let's see if we have others with similar requests.