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Add first and last name to membership list export

Problem Statement

The Membership List export does not currently include the customer's First Name and Last Name as separate columns, even though this information is already available on the customer record.

User Story

As a user exporting the Membership List, I want the customer's First Name and Last Name included as separate columns so that I can easily identify and work with member information in the exported file.

Definition of Done

  • Add First Name and Last Name as separate columns in the Membership List export.

  • Pull both values from the associated customer record.

  • Ensure the exported values match the names stored on the customer.

  • Existing export columns and functionality remain unchanged.

Feedback:
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).

Status: In Progress1 comment

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Comments1

  • Rana Haleem

    Team•

    Sep 29

    @Trey Dutton - Thanks for sharing this! It’s a valuable request, and we’re happy to take it into consideration as we plan our upcoming improvements.