Corporate Advisor (ISC)² US Military Germany Chapter

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1. Invoices should have option for automatically added prefix

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   0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter shared this idea  ·  Jul 19, 2020

2. Chart of Accounts export to QuickBooks

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   9 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Jul 19, 2020

3. Download only paid invoices into Quickbooks for Cash based accounting

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   3 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter commented  ·  Jul 19, 2020  ·  Edit…  ·  Delete…

   I would like the choice to do this or not.
   Also, if someone pays an old invoice, then how will you get that? Right now, you'd have to do it by date range and you'd duplicate all the others in that range. (see previous suggestion to eport "transactions since last export"

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4. Improve QB and WA Integration

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   44 votes

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   6 comments  ·  Wishlist » Integration  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Jul 19, 2020

5. Update Financial section to work properly with Quickbooks & account for merchant fees or processing fees

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   2 comments  ·  Wishlist » Account administration  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Jul 19, 2020

6. choose transactions (not dates) to be exported to QuickBooks.

   25 votes

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   0 comments  ·  Wishlist » Finances  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Jul 19, 2020

7. quickbooks payments export should include the associated Invoice#

   8 votes

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   0 comments  ·  Wishlist » Integration  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Jul 19, 2020

8. Enforce the quickbooks 30 character limit on class entries to avoid 'duplicate' classes

   3 votes

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   0 comments  ·  Wishlist  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Jul 19, 2020

9. Log of changes - who deleted a contact, registration, or changed data

   111 votes

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   54 comments  ·  Wishlist » Security / Privacy  ·  Delete…  ·  Admin →
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   Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Jun 10, 2020

10. Advanced options for event registration types pricing

    17 votes

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    9 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  May 29, 2020

11. Re-Sorting Event Registration Types

    36 votes

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    14 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  May 29, 2020

12. Cancellation emails need to send automatically

    47 votes

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    4 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  May 29, 2020

13. Change fee to donation when event is cancelled and member doesn't request a refund.

    38 votes

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    8 comments  ·  Wishlist » Events  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  May 29, 2020

14. Insert Picture Into Text

    116 votes

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    29 comments  ·  Wishlist » Emails  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  May 29, 2020

15. Emergency contacts as a separate passive class

    3 votes

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    0 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Apr 21, 2020

16. Allow adding non-member contacts to Groups

    78 votes

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    30 comments  ·  Wishlist » Contacts  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter commented  ·  Apr 21, 2020  ·  Edit…  ·  Delete…

    Would like non-member groups in Contacts .. It would be nice to group contacts who are non-members .. e.g.
    Sponsors (donors)
    Potential sponsors (donors)
    Facility logistical contacts
    Community (regulatory) support

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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Apr 21, 2020

17. Enable Proxy Voting for formal Votes (boards)

    22 votes

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    0 comments  ·  Wishlist » Polls / Surveys  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Apr 21, 2020

18. Mobile App Customizations

    227 votes

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    66 comments  ·  Wishlist » Mobile  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Feb 4, 2020

19. Change setup of recurring payment for membership levels - Allow member to choose if he wants to pay recurring or not

    130 votes

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    71 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Work in progress  ·  AdminGleb Kamenetsky (Product Manager, Wild Apricot by Personify) responded

    We're glad to share that this feature is currently in development.

    We've taken the feedback you provided into account — thank you for sharing it!

    The release is currently planned for Q3 2026, and we'll update this thread once the feature is live.

    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Feb 4, 2020

20. Improve Member Summary Data

    7 votes

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    2 comments  ·  Wishlist » Members  ·  Delete…  ·  Admin →
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    Corporate Advisor (ISC)² US Military Germany Chapter supported this idea  ·  Feb 4, 2020