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.
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.
Although our members are for the most part individuals, many of them work for one of a set number of regional organizations. It would be great to be able to create a link between them instead of having each member type in a slightly different form of their employer's name. I originally setup a membership field for this, but ended up moving all that info to contact's Organization to better display throughout WA.
And yes, please figure out billing contacts and group payments as potentially part of this. I have a workaround that's a dozen steps long should anyone ask to pay for several registrations at once.
We are a certification provider of individuals that are employed by Companies. Both of these members exist as distinct members and yet are also linked. The "group" is not a permanent "family" and individuals can move from company to company yet remain in our certification directory. So we need to be able to create independent records for individuals and then for companies and have one linked to the other. As people change employment, we need to change the associations of the membership profiles.
Agree. We are an organizational based membership association and find WA is really not set up to handle us very well. Adjusting administrators all the time is confusing and seems to mess with our auto-renewals, amongst other things. We've been hesitant to create a workflow document for our members as the current process is confusing to try to explain.
Patience A Burns commented
I would suggest having a "category" called Firm Name with fields for their address and phone info. Then when adding a new member, that Firm Name can be selected and their fields would auto populate with the firm info. The advantage would be if you had a firm with many members attached to it and that firm was moving their physical location, you could simply change the address to the firm and it would automatically change the address for each individual member. Right now, you have to export the membership list, make the changes in an excel sheet and then re-import that back into Wild Apricot. This is a cumbersome way to make a fairly simple change.
It would be greatly beneficial if we could have parent-child accounts. We deal with a lot of libraries who pay for their member's accounts and there's currently no good way to send all of the member invoices to one person. No matter what we do we have to go into each member's individual profile and either forward the invoices somewhere else or we have to download the individual invoices, compile them into one invoice, then send those off. It takes a LOT of extra time and effort when it would be much easier if we could just set up that parent-child account. We highly suggest doing that and, honestly, find it a bit odd that that isn't a feature already.
We are an umbrella association and it would be really helpful to be able to have our members by organization rather than by a person's name. Trying to navigate data by member organization is a nightmare!
Alex Sirota commented
There are some small steps that can be taken towards the implementation of some of the requests in this omnibus sort of request. I noted a need to allow membership fields to be available to bundle admins only, or to bundle members only or to both (as is currently the cases for all membership fields applicable to a bundle membership level)
Shaw Bears Booster Club commented
Add the value "Organization" to the Member type field on Membership Level Details page
Has any progress or attempt been made at adding a feature for campanies/individual contacts. Our membership is based on companies and its quite hard to have a bundle administrator who could potentially keep changing and having to reupdate all the company info into the new bundle administrator. Ideally a company profile could keep all the company info so when members change the company info still remains the same.
When the organization is the member and not the actual individual, you lose valuable information when the bundle admin leaves and you have to put in a new bundle admin. The year the organization became a member and other valuable information should live with the organization name and not with the person. Since there is such a high turnover, only the individuals would change. Maybe you could create a feature where you link and unlink people to organizations as they move from job to job and preserve the historical info with the organization. Thank you!
This really needs t be looked at in some way. For the longest time all our members are from companies who have 2 or more contacts. Its a shame that the bundle administrator has all the company info and if they change or leave the company all the info/history goes. Having a static or separate "organisation" section would make things so much easier then treating everything as a single contact. Please look at this!
Jennifer N. Brown commented
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).
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-Hodge commented
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 (Randy) 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?
Treasurer MEIEA commented
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 Casey commented
I agree with this comment completely. Not having a true company membership creates much more administrative work, inconvenience for our members, and lost revenues.
Jerry Gipper commented
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.
Julie Allen commented
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.