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
-
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
-
Evgeny Zaritovskiy
commented
But there also should be an option to add existing contact, right (kind of as it works now)?
