Russell Noble
My feedback
7 results found
-
2 votes
-
10 votes
An error occurred while saving the comment -
54 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now
- Remaining portion of old membership level payment will be applied to new level
- For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications:
- Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…An error occurred while saving the comment Simply apply the calculations for the upgrade as if the member we applying as new. At the moment the same person can apply for an upgrade or an outright new membership at the same level and for the same price receive two different renewal dates.
-
New prorate option for new applications - charge for the rest of current period AND add new full one
14 votes -
111 votes
-
10 votes
An error occurred while saving the comment Agreed, for us it shows the Terms and Conditions check box and with a X or a tick (depending on if it was flagged in the past) but doesn't let you change the value on renewal. If the T&Cs aren't accepted then the renewal shouldn't be allowed to process. Bug I'd say.
-
34 votes
Agreed, the only way I've been able to make this work is export all members, then manipulate the Group particpants field (which a comma delimited list) in Excel, then re-import. It's really nasty and a negative for a product that aims to do away with the need to manage a club with spreadsheets :(