Expose Membership Organization on Customers Page and Customer Export

πŸ” 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).

πŸ’‘ 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.

🎯 Definition of Done (DoD)

A feature is done when:

βœ”οΈ 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.

βœ”οΈ Given a customer that is not part of a membership subscription, when viewing the Customers page, then the Membership Organization field is empty/null.

βœ”οΈ 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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Upvoters
Status

Planned

Board
πŸ’‘

Pelcro Product

Date

1 day ago

Author

Rana Haleem

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