Bundle Membership Information Sync
So I do love the ease of use of WA. However, I've seen "bundle memberships" done better on some other systems.
My need is for a "company membership." I've seen this addressed in a few other places, but the thread where you guys solved some of the issues is closed.
In the bundle membership. As you know individuals are "bundled" together under one administrator.
While this addresses some of our issues. I believe there could be better functionality. I know people use WA in different ways so I've tailored these suggestions to be useful to all users and not just how I'd like to use the product.
I suggest one of the two features listed below:
Bundle Information Sync check box - It would be very useful if there was a check box when adding new common fields to sync this information with the bundle administrator. This would save so much time when adding lots of individuals to membership bundles (without having to import)!
Separate Individual Common Fields and Company Common fields - In other systems I've used the company acts as a parent profile allowing individuals to be added to the umbrella and the company information syncs to the individual automatically. I realize that this is not ideal for everyone which is why the Individual Fields should be separate so that individuals who wanted additional personal information as their primary contact information could do so. You could even allow the user to select whether to use their personal information or the company information as "Primary."
Change Membership Fields to sync automatically - Adjusting Membership Fields to automatically sync with all bundle members. This would essentially be the same fix as the one above without adding more "clunkiness" to the system.
In summation I know it would be helpful to me (and I assume to other users) to have a type of fields that we could add that automatically synced to the bundle administrator (i.e. company name, company address, company phone number, company fax number, etc...)