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let bundle admins add existing contacts to their bundle

We have a problem with bundle admins creating duplicate contacts because there isn't a way for them to add an existing contact to their bundle or even know the duplicate exists. Then we have to fix the mistake on the back end.

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Evgeny aka Apricot KernelAdminEvgeny aka Apricot Kernel (Product Manager, Wild Apricot) shared a merged idea: Allow bundle admin to add existing members into a bindle  ·   · 

    2 comments

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      • thecapepeterthecapepeter commented  ·   ·  Flag as inappropriate

        when registering for an event it would be beneficial if the bundle administrator could register all, part of or individual members of their bundle and then proceed to pay for those they registered. The system should be able to recognize members of the bundle and automatically register them.

      • Evgeny aka Apricot KernelAdminEvgeny aka Apricot Kernel (Product Manager, Wild Apricot) commented  ·   ·  Flag as inappropriate

        From our support request: "One of our bundle managers tries to add a person to his plan, but she registered to an event before. He is unable to add her. I think this should be possible, shouldn't it?".

        The problem is that right now our system only allows adding records through that screen which do not yet exist in your membership database. If a member is in contact database already, account administrators (not bundle admin) would have to do it through the system back-end interface.

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