Organizations, Online Invoicing & Contracts SD562++
Set up organization in our website so that we can sync them to the existing organizations in SF. This will allow us to connect contacts, activities & courses (Mountain Workshops), events (Program Center Clients) and lodge stays (Outdoor Center Groups & Clients) to them for better tracking. We'll be able to add invoices that the organization contact can pay online, taking advantage of our existing online payment process and Salesforce reporting.
Please see the IT Planning & Prioritization sheet, https://docs.google.com/spreadsheets/d/1x1_tMuGpZZC4-xxyiDTzALvnbSPn2SJz3FveQQuyfmY/edit?usp=sharing, for where this project is ranked among other projects.
We are currently handling all group stays completely manually, from groups requesting a stay to establishing a contract, invoicing and paying.
NOTE: Requires the Organizations & Online Invoicing to be done too (http://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/17914396-organizations-online-invoicing).