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Ability for members to manage profiles linked via relationships
Currently relationship links need to be added by an administrator. Create the ability for the member to add or remove relationship links themselves via their profile.
When a change is made to the Member Type in a parent, allow it to autopopulate linked child profiles
If a change is made to the member type (such as changed from Company Partner A to B), it would be great if all linked profiles were autopopulated. This works ...
Exporting Relationships as part of profile data
Would be great if each relationship type could be downloaded alongside profile data. Although it can be downloaded as its own export, it would be useful to have it as ...
Auto-link profiles to relationships
Have an option to link profiles to relationship during a bulk upload.
Linking relationships and paid through date
When a profile is linked in a relationship to a parent, if the relationship has "Child Inherits Membership Status" on then the child should automatically have its ...
Limit the number of children that can be linked via profile relationship
Cap the number of linked employee profiles that can be linked to the organisation/parent profile
Linked Profile Interactions
For example, when a membership cancels, an interaction is added to the 'parent' profile and then also added to the link profiles. Currently, it's a long process of ...
link profiles to Corporate membership
When uploading a list of, for example 50 profiles to a Corporate membership, it would be beneficial if you could also automatically link the profiles. At the moment ...
Organisation Drop Down Box
Have a drop down box on the join form for new members to increase data accuracy
Auto-send new member emails
Automatically send new member email once a profile is linked to a relationship
Relationships - Allow child to view other members (when switching to parent profile)
Currently, a linked member can switch to the Parent Profile and view the parent record; however, they cannot see other members associated with that profile.
This ...