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.
Jeff Bowman
shared this idea
This idea is moving to proposed. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements
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Jeff Bowman
commented
Some of the benefits of managing client, group and partner contracts Online are:
--The digital contracts will eliminate paper contracts that must be mailed back-and-forth or returned in person.
--The digital contracts will be easier to find and review in Salesforce than their paper counterparts.
--Allowing staff to more quickly, efficiently and accurately create contracts for our facility rental clients, lodge groups, and Mountain Workshops partners
--It will be easier, faster and more efficient for approvers to sign and return their contracts. -
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).