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Simplified Membership Fields for Adding Members to Bundles

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

49 votes
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    DavidPlatt shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    10 comments

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      • VBSR commented  ·   ·  Flag as inappropriate

        When adding a new record that will be connected to a bundle, could you please make it so that the organization, address, city, state and zip are copied from the record of the bundle administrator? This would save a lot of time! Thank you.

      • Anonymous commented  ·   ·  Flag as inappropriate

        This would definitely help us as well. We want the information for the companies that have bundle memberships to be consistent across all the profiles. Maybe there's a way of creating one "Bundle Profile" that will contain the information for all the members across that bundle? Otherwise, information gets duplicated, out of date, people don't want to enter answers multiple times, etc.

      • AdminTeam 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."

      • Rodney Hendrix commented  ·   ·  Flag as inappropriate

        Each contact record contains a field for Organization. It is a system record and is not accessible to contacts. Consider populating it with the Organization Name stored in the company record.

      • Carla 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.

      • Vaughn commented  ·   ·  Flag as inappropriate

        Our association use the membership fields to populate our membership application. When potential members come to our website they must fill out this application and have it approved. Once they are a member they can add company members to their bundle to receive discounts and see exclusive content. But for some reason whenever new members are added to the bundle they have to fill out the entire membership application.

        There should be a function on the website that allow for certain membership fields to be included only in a member application. Or have fields that are specific to a membership application.

      • Dave 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.

      • tjohnson@crsi.org commented  ·   ·  Flag as inappropriate

        I think that I should be able to link contract/member records to a company so that contact information can be updated for all records at a given company in 1 step rather than manually updating each individual record. This could also simplify the registration process for events if a contact, perhaps an administrator, could have the ability to register for multiple people in their linked organization

      • LeBon 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 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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