π Problem Statement
As a client operations or support user managing customer records, I experience difficulty identifying whether a customer belongs to a membership subscription owned by a specific organization, because the Customers page only displays the organization associated with the individual customer record, not the organization of the membership owner.
This results in confusion and additional investigation when determining the organizational ownership of membership-based subscriptions, particularly for clients such as EnsembleIQ (P2P).
π‘ User Story
As a client operations or support user, I want to see the organization associated with the membership owner directly on the Customers page and in the customer export, so that I can immediately determine whether a customer record belongs to a membership subscription owned by a specific organization without navigating to the Members page.
π― Definition of Done (DoD)
A feature is done when:
βοΈ Given a customer that is part of a membership subscription, when viewing the Customers page, then a new column called Membership Organization displays the organization value of the membership owner customer record.
βοΈ Given a customer that is not part of a membership subscription, when viewing the Customers page, then the Membership Organization field is empty/null.
βοΈ Given a customer export is generated, when the export file is created, then a new column membership_organization is included, representing the organization value of the membership owner.
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Planned
Pelcro Product
1 day ago

Rana Haleem
Get notified by email when there are changes.
Planned
Pelcro Product
1 day ago

Rana Haleem
Get notified by email when there are changes.