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Improve Searching for Members in the Membership View

Pelcro Product

We extensively use Memberships in our organizations.

Our membership sales team reports that it is difficult to find specific members underneath a membership subscription.

This makes it difficult to remove members when requested by the owner of the subscription (like when an employee leaves the company or the employee no longer needs the subscription entitlements due to a role change).

For example, if a given subscription has more than 25 members, one must scroll through the members one page at a time until the member can be located. That is very cumbersome.

A couple of improvements we would like to see:

  • Add a search function to the subscription members view.

https://www.pelcro.com/admin/5118/subscription/2303764/members

  • Allow members to be deleted from the global memberships view.

https://www.pelcro.com/admin/5118/memberships

Removing Members from the memberships view should not delete the Customer Record as it is required for other purposes

Happy to provide additional context if needed.

Posted by Manish Patel ·
Status: Available1 comment

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Comments1

  • Rana Haleem

    Team•

    Jul 15

    Thanks for taking the time to share these suggestions and for providing the detailed context. This is very helpful. @Manish Patel

    We'll review both enhancement requests with the team and move them into our discovery process to evaluate the best approach. We appreciate your feedback!