Solved

Website User Registration (Parent/Child Relationship)

Posted on 2014-04-14
3
241 Views
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?
0
Comment
Question by:Daniellefischer
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 70

Accepted Solution

by:
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.
0
 

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.
0
 
LVL 70

Expert Comment

by:Jason C. Levine
ID: 40068473
Unfortunately, not to my knowledge.
0

Featured Post

Simplifying Server Workload Migrations

This use case outlines the migration challenges that organizations face and how the Acronis AnyData Engine supports physical-to-physical (P2P), physical-to-virtual (P2V), virtual to physical (V2P), and cross-virtual (V2V) migration scenarios to address these challenges.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
java mysql insert application 14 44
Finding the file/plugin that inserted my Google Analytics code? 7 43
Adding items to a C# list incrementally 5 60
WordPress 8 53
This article shows the steps required to install WordPress on Azure. Web Apps, Mobile Apps, API Apps, or Functions, in Azure all these run in an App Service plan. WordPress is no exception and requires an App Service Plan and Database to install
Although a lot of people devote their energy toward marketing for specific industries, there are some basic principles that can be applied to any sector imaginable. We’ll look at four steps to take and examine how those steps were put into action fo…
The viewer will learn how to look for a specific file type in a local or remote server directory using PHP.
Any person in technology especially those working for big companies should at least know about the basics of web accessibility. Believe it or not there are even laws in place that require businesses to provide such means for the disabled and aging p…

756 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question