Add first and last name to membership list export

We regularly export membership lists for group/corporate licenses and send them to customers so they can review and clean up the users on their license. The membership list export currently includes each member's email address but not their first and last name.

Many members use email addresses in a first-initial-plus-last-name format (e.g. jsmith@company.com), which makes it hard for customers to tell who each user is. We'd like to request that first name and last name be added as separate columns in the membership list export.

Current Behavior

  • Customer search and customer export: First and last name appear for almost all of these users.

  • Membership list export: Only the email address is included, with no first or last name.

Why We Can't Use the Customer Export Instead

We no longer delete customer records, so the customer export includes users who have been removed from a license but still exist as customers. The membership list is the only accurate source of who is currently on a license, which is why we need the names in that export specifically.

Requested Change

Add First Name and Last Name as separate columns in the membership list export, pulled from the customer record (where the names are already stored).

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Upvoters
Status

Backlog

Board
💡

Pelcro Product

Date

About 2 hours ago

Author

Trey Dutton

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