Have 2 different contact types: Organizations and Individuals
Hi WA - I'm new to the product/community and was just reviewing the long thread on bundles (http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825677-revising-bundle-membership-functionality?page=1&per_page=20) since we need this feature.
It looks to me like refactoring to give organization its own entity in the system would setup the platform better for addressing the issues raised.
Are there long term plans to do something like this?
* An "Organizations" tab/capability just like "Contacts".
* People could belong to one or more organizations.
* Organizations would have their own notes / history etc separate from the people within it.
* People (contacts) could have different Roles within an organization (member admin; Billing Contact, etc.) .
* Membership levels could be of type "Individual", ""Individual Bundle" (I assume you'd still need to support this), or "Organization".
* "Organization" membership levels would have all the existing bundle functionality in terms of delegated administration and contact setup, etc. but would be smarter about where the membership truly belongs.
* All of the accounting stuff (invoicing/payments) could track to org records instead of people - allowing for accurate long term history reporting/visibility.
* Web pages could be secured based on org relationship.
I'm aware of how massive a change to the system this would be -- just curious if this sort of revamp is being seriously considered.
Randall Rensch commented
We want to include various types of organizations in our Contacts mailing list, but they will not be "Members" in any way. Can we add such a subcategory, and (whether or not) that is possible, we would want special fields that are applicable only to an organization. We do NOT want these fields to be Common Fields, because the Common fields appear on all forms everywhere ... and as marketers know, the more fields on a form, the less likely people will tackle it, even if the extra fields are not "required."
I realize that maybe we could make the Organizations a sort of "pretend" Member category, and set our billing and Advanced Search parameters to suit, but that seems an open invitation for unintended consequences. For example, we would not want any Organization to receive emails or dues notices intended only for Members. Surprised this isn't already an option, so maybe there's a way to set this up?
If I am trying to build membership in a particular company or area, it would be helpful if I could view my contacts by organization or city.
Andy Mayo commented
What's crucial is for an individual member (unique email) to be able to participate in an organization (unique email) without having to create a third unique email.
Andy Mayo commented
This would require a change in the one-unique-email-per member feature, which I would love to see changed. I'm all in favor of an 'organization' entity.
OK. Thank for the detail. I am moving this post to our wishlist forum so that other users can comment and vote for it.
Also, assuming we have 3 different organization levels (Gold, Silver, Bronze), we could sort in the organization section by these different membership levels (Gold orgs first, then Silver orgs, then bronze).
There should probably be some sort of separator between each of these sections and membership levels too.
Right now, I can display by membership level, which is part of what I need. But there's no separator differentiating when one membership level is done and then it's displaying the next level. This would be helpful for folks to understand the different groups, too.
Yes, I would like a master membership list.
On this list, it would have, in this example, two different sections -- one for organizational members, the second for individual members (using membership levels as the filter). All organization members would be listed first, then individual members. Assume there's a sort option as well for each section (in this case, organizations would be sorted by organization name, individuals would be sorted by individual's name). Here's a rough layout example:
Organization Name Location Some other column
Person's Name Location Some other column
Is that enough information? Thank you!
John, so do you want Organization members and individual members to show on one member directory in some specific order? I am not sure if I understand your requirement completely, I would appreciate if you could provide more details.
"Organizations need to be listed by organization (the person signing up for the organization is secondary and usually just a contact person)."
- Right now all records are based on a personal record. We are planning to have organization records sometime down the road.
We have two membership levels -- organizations and individuals. Organizations need to be listed by organization (the person signing up for the organization is secondary and usually just a contact person). Individuals need to be listed by their name, since they are signing up for themselves.
Is there a way to customize how the membership list is displayed, based upon which membership level they signup for?
I know I can sort by membership level, but this doesn't really help the display problem. The "Search results layout" applies to the entire membership list, and can't change based upon what type of membership is being displayed. So I can either list everyone by their name first (which is wrong for the organization), or I can list everyone by their organization first (which is wrong for the individuals).
If this is not do-able today, then please, please put it in a future release. There should be a different "Search results layout" set of boxes for each membership level (if a person needs the functionality).