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Support both Organizations & Individual contacts

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.
* Etc.

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.

Thanks!

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    Doug SmalleyDoug Smalley shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    19 comments

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      • Jennifer N. BrownJennifer N. Brown commented  ·   ·  Flag as inappropriate

        I would love to have different types of records for organizations/companies vs. individuals. We have local chapters that pay a per member payment to us. Their members become our members. I would love to have more robust information on the member record for each of our chapters but right now if I add those fields they would appear on every member record (if I understand correctly) and I don't want that. For my purposes I would just like to have a few fields only appear on an organization/company record (not on individual records).

      • Phil AndersonPhil Anderson commented  ·   ·  Flag as inappropriate

        This really needs addressing! We so often need a companies information to stay constant and not have it all based on a "contact" bundle administrator which information changes depending on who the bundle admin is. Membership should really be broken down into individual or organization. Organization details should remain consistent regardless of the contacts who comes or goes.

      • Cassie Ruhe-HodgeCassie Ruhe-Hodge commented  ·   ·  Flag as inappropriate

        As David has said there is a real problem with 'lost' company information when the administrator changes. The join date changes to the date the new administrator was added to the system. This date is very important to us as we use it on their membership certificates and it controls when the invoices go out. I also agree with all of the posters above. There should be separate contact for invoicing only.

      • Randall RenschRandall Rensch commented  ·   ·  Flag as inappropriate

        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?

      • Anonymous commented  ·   ·  Flag as inappropriate

        YES! The company/institution name needs to show up in the list of invoices as well as the contact person. Being able to list the "member" as well as who pays the bill would be a nice addition too

      • Theresa CaseyTheresa Casey commented  ·   ·  Flag as inappropriate

        I agree with this comment completely. Not having a true company membership creates much more administrative work, inconvenience for our members, and lost revenues.

      • VITAVITA commented  ·   ·  Flag as inappropriate

        The lack of this type of feature has forced me to consider other options to Wild Apricot. As much as I hate to move to another platform, I am looking at alternatives. Please move this up in priority. I can't imagine how anyone with a large number of company members is addressing this issue.

      • JulieJulie commented  ·   ·  Flag as inappropriate

        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 MayoAndy Mayo commented  ·   ·  Flag as inappropriate

        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.

      • DaveDave commented  ·   ·  Flag as inappropriate

        The primary contact/account admin is rarely the person that pays the bills. Add a second admin that receives the invoices. Add a process to maintain company history, eg member since, financial info, etc when changing account admins.

      • Andy MayoAndy Mayo commented  ·   ·  Flag as inappropriate

        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.

      • VITAVITA commented  ·   ·  Flag as inappropriate

        I would love to see this feature. The bundle administrator and the person responsible for invoices is often a different person. I plan to use Groups to help for the marketing aspect but having dedicated contacts for various functions would be great.

      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        Thanks David, this is very useful insight.

        I would appreciate hearing from other users who have corporate memberships - what are your needs and what are the places where Wild Apricot doesn't fully address them?

      • docjohndocjohn commented  ·   ·  Flag as inappropriate

        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.

        Thanks!

      • docjohndocjohn commented  ·   ·  Flag as inappropriate

        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 Members

        ================

        Organization Name Location Some other column

        Individual Members

        ==============

        Person's Name Location Some other column

        Is that enough information? Thank you!

      • anonymous_206.223.175.10anonymous_206.223.175.10 commented  ·   ·  Flag as inappropriate

        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.

      • David CooperDavid Cooper commented  ·   ·  Flag as inappropriate

        ... Our members are "companies", not individuals. "Company Entities" pay dues and have a contact person. When the contact person changes WO makes it difficult to maintain the "company" record. Financial records and membership records e.g. Statements, balance due, member since, profile, et.c moves with the individual and requires careful "reconstruction"/manipulation of the member record. Related to this, a company may have an accounts payable dept to which invoices should be directed and a marketing dept. that maintains their company profile. These access permissions could be delegated to a bundle member by the bundle administrator. Invoice and receipt related emails would go to the A/P delegate automatically and they would have access to the financial information on line/ability to make payments. In the case of marketing they would only have access to profile editing.

      • docjohndocjohn commented  ·   ·  Flag as inappropriate

        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).

        Thanks!
        John

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