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Website User Registration (Parent/Child Relationship)

Posted on 2014-04-14
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Last Modified: 2014-05-15
We currently have a website for our company where our customers can register for our services (training classes). We are trying to integrate the website registrations with our CRM (ACT) and QuickBooks. To do so, we need the online registration to be a Parent/Child relationship where the customer/Company has a Parent account and the employees that sign up are linked to that account but have their own as well.

For example, "Company A" has 5 students that will be taking our classes. So they create a company account and sign up their 5 employees (as students) for various training classes. In 2 months, another employee wants to register (as a student) and will need to enter the Company A's customer ID number to be linked to their company.

This is so we don't create duplicates in our CRM. We tried matching on Company Name, but there is no way to regulate what the students type in the field... sometimes "Company A", sometimes "Company A, Inc." and we don't want to put a dropdown list for Company Name that our competitors can steal.

Right now our website is hosted internally. We use WordPress and Event Espresso to run the site/events. The "Register" feature we use is actually WordPress's and it does not allow for Parent/Child memberships.

Any ideas on how to make this happen? Can we code an HTML registration system that will feed into a SQL table?
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Question by:Daniellefischer
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Jason C. Levine earned 500 total points
ID: 40000541
and will need to enter the Company A's customer ID number to be linked to their company.

If this exists and is in the hands of the Company, it can be added to various WordPress forms and store in the wp-usermeta table.  That should allow you to run queries in a parent/child manner.
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Author Closing Comment

by:Daniellefischer
ID: 40068393
Thanks, Jason. That is what we are ending up having to do. Was hoping there was a pre-built platform for this type of registration.
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Expert Comment

by:Jason C. Levine
ID: 40068473
Unfortunately, not to my knowledge.
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