Simplify adding new members into a bundle by removing extra steps to do
When I click "add member" from a bundle administrator page, I'd like to save a step and add the contact directly on that page, versus adding the contact, then going to the bundle admin page, clicking "add member" and scrolling to find them in the list.
sustaindane
shared this idea
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brendastreed commented
Currently when a new person wants to sign up for a Bundle membership, they fill out a form that only allows them to enter their own personal information as a "Family" membership. They then have to go back into their new Profile and enter all the other people that should be included in their membership. This cause a lot of confusion for people, and we end up with families signing up for Single memberships instead of the Family membership! The inability to enter bundle members when creating a Bundle membership is a total negative for gaining new members and also retaining them.
Why not have a question on a Bundle membership form asking the number of additional family members, and then generate on page the forms needed for those people? If they request more than the number allowed by the membership policy, you would post an onscreen message telling them the limit.
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Beverly Ehlbeck commented
This would be very beneficial for us as we find setting up family memberships very cumbersome. Right now we have the user apply for the bundle and include all the bundle members information on member fields. Then our membership coordinator adds each of the bundle members after the bundle administrator is approved. Having to go back and forth from the member information and the add contact screen to add the contact and then add the contact as a bundle member is awkward.
To be able to click on "add member" then in addition to adding an existing contact be able to click "new contact" and enter the details should be an easy customization and would be so helpful
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Evgeny Zaritovskiy
commented
But there also should be an option to add existing contact, right (kind of as it works now)?
