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Road Map
Fields to track key membership dates and status (first start date, most recent start date, status and a primary membership lookup).
Automation to set primary membership lookup. Issue 39 If NPSP is installed, set primary contact on membership based upon the primary contact on the account Issue 23
Additional analytics and reporting
Fields to track key membership dates and status (first start date, most recent start date, status and a primary membership lookup). Automation to add and remove membership contact roles as a contact is added or removed to an account with an active membership.
Automation to set primary membership lookup on contact. Issue 39
Additional analytics and reporting
Fields to track start and end date of that role, primary membership, role, status and type. Automation to add/deactivate roles when a contact is added/removed from an account.
Clean up primary contact role when a new contact role is set as primary. Issue 17 - review conflicting pr and manually merge cleanup code.
Refactor automation to drive behavior based upon membership type and account type. Issue 19
Tracking key membership attributes, primary contact, account, start date, status, type, opportunity that initiated this membership. Automation to setup membership contact role for primary contact on created and update.
Automate membership dates and renewal via scheduled daily job Issue 26 Automate the creation of membership records when an Opportunity is inserted Issue 38
Allow admin to manage renewal, upgrade, downgrade and conflict behavior. Build an automated solution for membership naming, like NPSP Opp naming Issue 15 also Issue 58
Lookup to membership to show renewals and OLI's that funded this membership.
Use product and OLI to determine membership attributes - branch needs to be reviewed and PR created
- Add field access checks to all fields referenced in Apex
- Change or justify the sharing on membership contact role service
- Review the security review process
- Review and run automated security scans