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Required custom field for Bundle Admins only

I would very much like the ability to have a custom field be required for Bundle Admins only (or the single person membership when not part of a bundle). We are a swim club and we need to capture data relevant only to the family (or the individual when not part of a family).

It is awkward for our members when the bundle members each have to fill out a field that applies only to the family unit, and even worse when the bundle admin, during the process of entering or updating their family's data, has to fill out a field repeatedly for each family member.

Thanks,

David

10 votes
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    DavidPlattDavidPlatt shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    5 comments

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      • Team AstraAdminTeam Astra (Membership features, Wild Apricot) commented  ·   ·  Flag as inappropriate

        (by Sarah Didrikson)
        "We would also like to see an option where certain fields are only available for the bundle administrator. If the bundle administrator is changed those field values would carry over the new administrator. For an example we have a company description, logo and industry. We would prefer to not have each contact see those fields in their profile."

      • Carla NagelCarla Nagel commented  ·   ·  Flag as inappropriate

        Yes, we want to use this functionality for something different. We ask bundle managers where to send our quarterly (there is only one print quarterly included per membership) - billing address or postal address.

        Then we don't want to confuse bundle members (not administrators) to get the impression that they'll also receive the quarterly.

      • Dave BarnesDave Barnes commented  ·   ·  Flag as inappropriate

        I fully agree. When using bundles for a family or parent organization type situation, collecting the same details for each member if redundant and very time consuming for the members to provide. It would be very simple feature to add by simply having a checkbox on the membership field edit options called “Include in bundle members” for fields that are used in bundle memberships. Then just restrict those fields display on the bundle member screens.

      • LeBon AbercrombieLeBon Abercrombie commented  ·   ·  Flag as inappropriate

        We are also a yacht club with the same problems. We have family memberships, and we need to be able to have different required fields for bundle members (spouse/children).

        Also, event registration needs to accomodate bundle membership event registrations, so that all or some members of the bundle can be registered at the same time.

      • Walt BilofskyWalt Bilofsky commented  ·   ·  Flag as inappropriate

        +5*

        A bundle for us is a family with one address. We don't want the address to be part of the spouse/partner's information because it has to be the same for both. Address could be made a membership field, but then it can't be part of a contact too, right?

        * - And Meagan asked for this too, here http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825677-revising-bundle-membership-functionality-2492 .

        Edit: Actually at least four people in that thread asked for this.

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