28 posts categorized " Tips and Tricks"

05/07/2019

How to search Gmail

If you have used Gmail from Google for any length of time, you realize how powerful being able to search all your email is in less than a second. Many people don't even organize their email at all and just let the Google-brain help you search all email you have ever received or sent. Most people's mailboxes as a result look like a hodge podge of read, unread, drafts and even notes to themselves. Searching Gmail by keywords works, but there are a lot better ways to pinpoint a specific set of emails or just even one email with handy search operators. Just like searching Google, your Gmail can be searched with a variety of operators.

Here are our favourites:

Searching for an email from someone by name or email

from: <name>

or

from: <email address>

 

Searching for an email that was cc'd or bcc'd to someone

cc: <name>

or

bcc: <email address>

 

Searching for a message with a word, but not another word

dinner -movie

or

"I want this sentence" -notthisword

 

Searching for a message with an attachment

has:attachment

 

Searching for a message with an attachment with a certain filetype or name

filename:pdf

or

filename:myfile.txt

Searching for a message that is unread, snoozed

is:starred

or

is:read is:starred

 

Searching for a message sent before or after a date

after:2018/01/10

or

before:2010/06/07

or

after:2017/01/01 before:2017/12/31

Searching for a messages of a certain size (in bytes of MB), useful for removing large emails!

size:1000000

or

larger:10M

or

smaller:1M

 

You can also combine these operators together to form a very powerful way to pinpoint your search. Armed with search operators you are an advanced Gmail ninja!

04/09/2019

Personifest 2019 Presentation: "3 Professional Wild Apricot Magic Tricks"

You are convinced that Wild Apricot is a great fit for your organization. You got all the basics setup. But there are lingering thoughts — will it really do everything you need? Culled from several years of experience deploying Wild Apricot for organizations around the world, this presentation will illustrate the true transformative power of Wild Apricot.

NewPath Consulting will share three tricks: Website Design with CSS, Multi-chapter Member Directory Magic, and Professional Reports and Analytics.

 

For registered participants at Personifest 2019 a video of our talk along with slides is now available! All of the Personifest 2019 talks are available for free with a quick registration. Use the registration code 'personifest2019'.

11/19/2018

Introducing the Wild Apricot Text Manager

Wild Apricot Text Manager logo
Wild Apricot Text Manager

Wild Apricot allows any content gadgets to be edited by a website administrator. When placing your cursor over a content gadget you can see the option to edit, like below:

Content editor

However, many gadgets in the System Pages are marked as (System) and do not allow editing whatsoever:

System gadget

Now it is possible to change the text on form labels and buttons inside these System gadgets. You can also publish Wild Apricot websites in 2 languages!

The Wild Apricot Text Manager (WATM) is a  Javascript library included with every Wild Apricot website that NewPath Consulting designs. WATM can be used  by any Wild Apricot administrator to manage and replace nearly every piece of system text in Wild Apricot. You can also use it to change CSS for any class or ID.

WATM can be used also to create a multi-lingual Wild Apricot website without the need to create duplicate pages, page templates or events. WATM currently supports a maximum of 2 languages. A list of replaceable elements is included in the easy-to-edit Excel configuration file. You can make a variety of changes such as global text search and replace, modifying system or custom form labels and buttons, changing CSS properties on any class or ID and hiding certain labels or buttons altogether.

The configuration for the Wild Apricot Text manager is made inside a comma separated configuration file which can be edited in Microsoft Excel or another text editor. To activate WATM, a few lines need to be added to Wild Apricot’s Global Javascript. You will also need  to edit and upload  the WATM configuration file which includes the text edits and translations. The full WATM package is added to your site using Wild Apricot’s website Files manager.

 Download Wild Apricot Text Manager from GitHub

 

Join us on Slack for support and community discussion.

Join Wild Apricot Text Manager Team on Slack

10/18/2018

Modifying Text Labels on Wild Apricot Form Fields

Wild Apricot has a terrific system to manage website content, integrated with various membership management, event and ecommerce forms and workflows. In certain situations, it may be necessary to modify a form field label on one or more built-in Wild Apricot forms. These forms have hard-coded field labels as part of the various system pages maintained in Wild Apricot. It is possible to add other gadgets including content to a system page, but it is not easily possible to modify the content, formatting, placement or design of any fields.

One common suggestion is to use theme overrides to fix this problem, but at NewPath, we don't take kindly to theme overrides. They are not trivial  to create and are reserved only for specialized programmers and theme designers. Theme overrides are best for bespoke themes that require pixel-perfect placement of design elements, but for simple label changes and layout changes in system pages, we recommend jQuery.

jQuery is a code library already used by Wild Apricot and loaded by default on every Wild Apricot website. It is a really powerful set of JavaScript functions that can modify any part of a web page, on the fly as soon as a web page loads. 

The following code changes the labels on the form behind the "Send Message" button on a Wild Apricot member profile. In order to change the field labels (in the green boxes) we will modify the Email Member system page.

Email member system page

1. Add a Custom HTML gadget anywhere on the page

Custom html gadget

 

2. Select the Custom HTML gadget and click the Edit code button and copy and paste the code below into the editor. Click Save.

<script type="text/javascript">

jq$(document).ready(function(){
$( ".fieldBody h4" ).text( "Send Referral" );
$("#idMessageSubjectContainer .mandatoryLabel").text ("Subject of Referral");
$("#idBodyContainer .mandatoryLabel").text ("Referral Information (include type of referral, contact information, and any other important information)");
$("#idReplyNameContainer .mandatoryLabel").text ("Name of Referral");
$("#idReplyEmailContainer .mandatoryLabel").text ("Email Address of Referral");
});
</script>

Jquery code for email members

3. The field labels should instantly change. You can now Save the edited system page with the jQuery code snippet. If the labels did not change, check that you copied and pasted the code correctly into the Custom HTML gadget.

Changed email members system page
Using this technique it is possible to modify any hard-coded piece of text in any system page that is not easily accessible through the website page editor. One of the ideas we are tossing around is to create an easy to install code library that will allow easy customization of all labels and support mutli-lingual for Wild Apricot.

Note that the functionality of the underlying forms does not change in any way at all. Different labels may create alternative ways of thinking about the various functions. Similarly with this function the event registration, member signup and renewal, donations, store and just about all other parts of Wild Apricot can be modified.

05/09/2018

Hide the Search in Member Directory Gadget

The search function on a Wild Apricot member directory gadget is really handy. It allows you to search the member directory by keyword. Unfortunately when a page loads, the search box receives the browser focus and the page scrolls automatically to wherever the search box is on the page. Sometimes that is near the bottom of a page, scrolling the page below important content. There is a simple fix: hide the search box or use JavaScript to disable the focus.

JavaScript to disable the focus. This keeps the search box on the screen and available without scrolling the window. You should insert this into the Global Javascript under Settings > Site > Global Javascript

<script type="text/javascript">
jq$(function()
{
function noFocus() {
console.log('nofocus here');
if (jq$('.WaGadgetMemberDirectory').length) {
var refreshId = setInterval(function() {
if (jq$('.WaGadgetMemberDirectory table#membersTable').length)
{ document.activeElement.blur(); window.scrollTo(0,0); clearInterval(refreshId); }
}, 50);
}
else if (document.activeElement && (document.activeElement.tagName=="INPUT")) {
document.activeElement.blur();
window.scrollTo(0,0);
}
}
BonaPage.addPageStateHandler(BonaPage.PAGE_PARSED, noFocus);
});
</script>

 

Or you can use the CSS below to just hide the search box. Place this code in the raw headers of each page where you want to hide the search box on. Note that the styles affect the IDs of the elements separately.

 

/* search box */

<style>
#FunctionalBlock1_ctl00_ctl00_search {
display:none;
}
</style>

/* search label */


<style>
#FunctionalBlock1_ctl00_ctl00_searchLabel {
display: none;
}
</style>

/* advanced search link */
<style>
#FunctionalBlock1_ctl00_ctl00_advancedSearchStatusPanel_advancedSearchLink {
display: none;
}
</style>

02/16/2018

VIDEO: Using CSS to Customize the Main Menu System in Wild Apricot

The Kaleidoscope theme in Wild Apricot is beautiful! Changing the main menu design though is not something that can be done by pointing and clicking. You need to use CSS to modify the menu. This snippet of CSS code will help you modify the main menu in Kaleidoscope and Bookshelf, two themes that share the same menu styles.

Step 1. Download the CSS code

Step 2. Use the Website > CSS  option to copy and paste the CSS code, or use the WebDAV approach to create or edit the user.css file.

Step 3. Modify the various color and background options to your heart's content until you have the menu working just like you would like.

Hint: Popular colors are available online at W3Schools. You may wish to use your own hexadecimal colour values that start with #.

02/13/2018

VIDEO: Managing your Wild Apricot files using WebDAV

Your Wild Apricot account includes space to store files such as documents, pictures, and videos. Normally these are managed in the Files Manager. You can also edit user-defined CSS in the Website > CSS screen. To manage your files – upload, download, organize, delete, or rename them – you can go to the Files screen within Wild Apricot, or you can use WebDAV to  edit your files without touching the web browser. Using WebDAV allows you to copy multiple files or folders at the same time, and it is a much faster mechanism to edit your CSS. 

If you do a lot of CSS editing in Wild Apricot, you use your favourite editor (ours is Notepad++), make changes and refresh them instantly in the public view of your website. No more going into admin to tweak a bit of CSS and back into Public View. Check out the short video below for a real time saver!

02/02/2018

VIDEO: Setting up a custom domain with Wild Apricot: what can go wrong?

Setting up custom domains in Wild Apricot can be tricky. If all goes well you're good, but what if you don't know where to start? This video will show you how to find your registrar, which domain name settings you need to update and some final steps on what you can do for a successful launch.

A short recap:

  1. Setup DNS records you must have access to your control panel (GoDaddy, Wix, 1and1, etc). Use reset password if necessary to get access.
  2. Use WHOIS to check the registrar if you don't know where your domain name is registered
  3. Login and adjust the DNS records as per the Wild Apricot docs. The A record is absolutely critical to successfully launch under your domain name. If the DKIM records are not set your email may end up in your members junkmail folder.
  4. Wait for an hour or two for DNS records to propogate.
  5. Go to Settings > Site > Domain Name Management and click the Check... button. You should see this. If not continue to check your DNS settings or wait a bit longer.

05 Custom Domain Settings Checked

 

Once verified, set your domain as the primary domain name.

Note that the From email address has changed. Make sure the From: and Reply to: email settings are set to a real mailbox that can send and receive emails. Your emails will be addressed by default with these settings! 05 From Email Settings

Send a test email campaign to check your email settings are correct.

02/01/2018

VIDEO: Beginner's Guide to CSS in Wild Apricot

Have you ever wanted to change the style of a gadget, a menu or hide a few elements in your event registration process? Is the Colors and Styles under Websites feature failing to help you? The key is understanding CSS, aka Cascading Style Sheets. This short video shows you how to inspect and experiment with CSS and apply a change in Wild Apricot. 

 

01/31/2018

VIDEO: Copying HTML from Upcoming Events Gadget in Wild Apricot

Creating a newsletter with your upcoming events can be a troublesome exercise. This snippet of code makes it easy to copy any upcoming event gadget and put it into a newsletter. This short video shows you how using Nicasio Design's excellent Javascript code snippet.