Allow individuals connect to corporate members during application

Last post 12-23-2011, 7:07 PM by AHVMA. 6 replies.
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  •  04-15-2010, 5:42 PM 17815

    • aritters is not online. Last active: 06-14-2011, 1:27 AM aritters
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    Allow individuals connect to corporate members during application

    Is there a way to control the information about the organizations members belong to? For example, if we have ten members from the same organization, can there be a dropdown for the member to choose their organization instead of entering it themselves.

    This would be the equivalent of storing the organizations in a separate database table and doing a lookup. The member contact information would then refer to data in the other table for the organization to keep the information consistent across members from the same organization.

    Does that make sense and is there a way to do it?

    Thanks! 

      

     

     

  •  04-15-2010, 6:29 PM 17816 in reply to 17815

    Re: Normalize Organization Data

    There is currently no way to do this. I will move this to the wishlist and I hope others will comment on this too. I suspect we just touched the surface on a much bigger thing.

    Re organization - do you charge membership fee to individuals, to organizations or both?

    Also, what are your thoughts how to prevent people from mistakenly claiming they belong to certain organization?



    Dmitry Buterin, Chief Apricot
  •  04-16-2010, 11:10 AM 17826 in reply to 17816

    • aritters is not online. Last active: 06-14-2011, 1:27 AM aritters
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    Re: Normalize Organization Data

    At this point we only charge membership fees to individuals. I wondered about entering the organizations as Corporate Members then connecting individuals to the appropriate Corporate Member but I don't see a way to do that either. I'm just beginning to build our site so I may be missing something.

    As far as claiming which org someone belongs to, can't they do that now, just not in a controlled format? For my particular association, we all know each other and the orgs well enough to determine if someone is trying to pull a fast one. I suppose there could be a verification step built into the membership approval process?

    Thanks for looking into this and I look forward to others' comments. 

  •  04-16-2010, 2:31 PM 17830 in reply to 17826

    Re: Normalize Organization Data

    Check this functionality for Corporate/Individual memberships:

    http://help.wildapricot.com/display/DOC/Bundle+Membership+Level+Overview  

    And I would appreciate your contributions on this thread:

    http://community.wildapricot.com/thread/10005.aspx  


    Dmitry Buterin, Chief Apricot
  •  08-14-2011, 2:43 PM 23406 in reply to 17830

    Re: Normalize Organization Data

    I'm going to chime in here, because I hate, hate, hate bundles, from a conceptual standpoint.  From a functional standpoint, they don't work for our organization. 

    I think the larger "thing" (aka bundle, in this case) is a completely different entity than the "things" (aka single, individual member, in this case) that make it up.  Yet, on WA, both of those things function pretty much the same way - they are both just members.   

    In my little brain, a parent-child relationship should exist between these entities: employee individual members belong to XX Corporation entity, individual family members belong to The Smith Family entity, individual players belong to a larger Red Sox team entity.

    On our site, we have individual members as a level and various corporations as levels, for example, we have a level for ABC Corporation, a level for XYZ Corporation, a level for PDQ Corporation, etc. & all of those are bundle levels. In total, we have 27 bundles!  That's insane!  We should have 4 at most - unpaid/basic, individual, corporate, event sponsor. 

    I tried to set up a corporation as a member entity instead of a level entity, but then the corporation takes on all of the properties of the human individual that is the bundle administrator...no elegant solution that I've found.

  •  08-15-2011, 10:13 AM 23410 in reply to 23406

    Re: Normalize Organization Data

    Would it help if bundle and individual of the bundle could be in different levels (now bundle and member are on same level always)? In this case you could setup different set of fields (per level) for bundle parent and individual. 
    Evgeny
    Product Design Team
  •  12-23-2011, 7:07 PM 24477 in reply to 23410

    • AHVMA is not online. Last active: 05-11-2012, 2:11 PM AHVMA
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    Re: Normalize Organization Data

    This would definitely help us. As I posted elsewhere, our bundles are companies who exhibit at our annual meeting, with individual members of the company. And the individuals are sometimes also members of our organization. Making the organization separate from the individual (as a different level) would solve this by letting the company be an organization level, company members who are not our members be on another level, and company members who are a member of ours would be on a third level.

    Nancy Scanlan, DVM, CVA, MSFP
    Executive Director, AHVMA
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