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Contact list

Your Wild Apricot contact database contains information about people or organizations of interest to you and your organization. Information is stored for each contact in a separate record. The contact database includes both members and non-members. 

Anyone who makes a donation, registers for an event, or applies to become a member will have a contact record created automatically. You can also add records manually one by one or import them in bulk

Viewing your contact list

To view the list of your contacts, hover over the  Contacts  menu and select the  List  option.

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Your contact list consists of the following pages:

  • Simple search
  • Advanced search
  • Saved searches

Depending on your membership plan, either the Simple search or Advanced search page will be displayed when you click the Contacts menu. On both pages, the following information is displayed for each contact:

Column

Description

Contact

Name of the contact, the contact's member ID, and the contact's email.

Membership

If the contact is a member, their member level, membership status and renewal date (if applicable). If the membership has been suspended, then this column is marked Suspended.

Events

Information for the last event for which the contact registered or joined the waitlist.

Donations

Information for the last donation made by the contact.

Balance

The current balance outstanding for this contact.

Since Wild Apricot gives you the option to identify a contact using either the contact's name, organization name, email, or any combination of these, what appears in the Contact column may vary, as shown below.

For more information, see Organization memberships.

Any contacts that have a pending action, such as a transaction or a renewal, are indicated by a yellow warning icon next to their name.

Using the toolbar buttons at the top, you can add a new contact or a member, export the current list of contacts, send a mass email to the current list, or archive the current list.

Before emailing, exporting, or archiving, you can filter the list using a simple search, an advanced search, or a saved search.

Simple search page

From the Simple search page, you can perform a keyword search or/or use predefined filters to filter the list of contacts.

Filtering the list

To filter your contact list using one of the predefined filters, click the  Filters  drop-down and choose a predefined filter.

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You can filter the list to display only those contacts that have memberships, that have made donations or registered for events, or that have experienced email problems. The available filters include:

Filter

Description

All

All non-archived contacts.

Attention required

Contacts that require some action from you. For example, contacts that have applied for membership but their payment. Contacts like these are indicated by a yellow warning icon next to their name.

with Membership

Contacts that have current membership.

with Event Registrations

Contacts with current or past event registrations (including waitlist registrations).

with Donations

Contacts that have made donations.

Administrators

Contacts with administrative access.

Non-members

Contacts who are not members.

with email delivery problems

Contacts to whom an email has recently failed to be sent.

Archived (excluded elsewhere)

Contacts that have been archived. In the search results these contacts will be grayed out to indicate they are not active.

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To view a list of contacts with suspended membership, select All from the Filter drop-down, and then do a keyword search on the word Suspended.

Performing a keyword search

You can further filter the contact list by entering a keyword or phrase.

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From the Simple search screen, just start typing the word or phrase you want to find in the Search field. Those records that display the word or phrase you enter will automatically appear in the list.

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Archived records are only included in the list if the Filter is set to Archived.

The records are automatically sorted by last name. If the last name is missing, then records will be sorted by first name, then organization, and finally by member ID (aka user ID).

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Your entire member list is searched, but only 100 records are displayed at a time; use the Show dropdown list to scroll through the results.

Advanced search page

From the  Advanced search  page, you can combine multiple search criteria, and control whether any or all of the criteria needs to be met.

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For more information, see Advanced search - Contacts.

Saved searches page

When you perform an advanced search, you can save your search criteria for future use.

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Once you save an advanced search, it appears on the Saved searches page.

From here, you can run the saved search, view the search criteria, or remove the search from the list of saved searches. For more information, see Saved searches - contacts.

Viewing contact details

To view a contact's details, just click on the contact within the list.

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From the Contact details screen, you can view and edit contact information, and use the Prev and Next button to browse through other contact records in the list.

The Profile last updated field indicates the date and time that common fieldsmembership fields, or member group participation were last updated, either by an administrator, a Wild Apricot support representative, by import, or by the contact themselves – but not by automatic membership renewal. You can use this field in your search criteria when performing an advanced contact search. Initially, this field will be set to a value of Never.

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This field was added in version 4.6 on Aug 28, 2013 and was set to Never for all existing records. Records last updated before that date will appear to have never been updated.

 
Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7