Tom Nation
My feedback
2 results found
-
28 votes
An error occurred while saving the comment Tom Nation
supported this idea
·
-
48 votes
Evgeny Zaritovskiy
responded
For now, this is not something we’re going to change – not sure if ever.
Workaround to use: create a special “entry” free level to apply to, and close “normal” ones for application. For the entry level, create also a dropdown field where a potential member can choose a level they want to apply to. Add other fields you need to assess the application. When application is successful, your admin is to change membership level to required one and generate membership invoice (membership upgrade invoice). The member will be emailed with the invoice and can pay.Tom Nation
supported this idea
·
Bundle Coordinator Member Management – Enable organizations with large market presence to manage who is active in a membership bundle.
Be able to use a check box type of function to manage members of the bundle. The coordinator should have the ability to move an individual from an active member status to being a standard contact for communication.
People change jobs and who is active under the bundle need to be adjustable. Ie. We still want to have them as a contact, but the coordinator can’t move them to just a contact. They have to be archived and then an administrator has to unarchive the contract.
This also allows We also have scenarios where an organization has different teams and they may need to move a team member from one bundle to another for accounting purposes.
The current process for navigating around bundle management takes 20+minutes and requires administrator assistance for something that should take a bundle coordinator less than 2 minutes to complete.