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Patrons still being flagged as Active Members beyond expiration date

Elisabeth Albeck
$organization

Hello,

   I've noticed that for the year 2014 (or second year live with Tess), many of our members are still flagged as "active", even though the calendar is beyond their expiration date. Is this something anyone else has experienced? If so, was there a back-end issue discovered in the set up of membership, or was it an update process issue? How did you go about resolving it?

Your input is appreciated!

Best wishes,

-Elisabeth

  • $organization

    Hi Elisabeth - 

    Memberships are not updated automatically - you need to be running the Membership Update Utility in accordance with your membership rules - when you run it will vary on your organization and the rules of your membership. Just be careful and run it in review mode and on your test system first!

    Here's a link to the help page:

    http://www.tessituranetwork.com/Help_System_v12/Tessitura_v12_Left.htm#CSHID=Membership_Update_Utility|StartTopic=Content%2FMemberships%2FMembership%20Status%20Updates.htm|SkinName=TN Skin

     

  • $organization

    Do you run the Membership Update Utility?  It is a utility that updates the membership status.  You can find it in Reports & Utilities/Membership.

    Melissa

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Elisabeth Albeck
    Sent: Friday, March 14, 2014 1:28 PM
    To: Melissa Malone
    Subject: [Tessitura Development Forum] Patrons still being flagged as Active Members beyond expiration date

     

    Hello,

       I've noticed that for the year 2014 (or second year live with Tess), many of our members are still flagged as "active", even though the calendar is beyond their expiration date. Is this something anyone else has experienced? If so, was there a back-end issue discovered in the set up of membership, or was it an update process issue? How did you go about resolving it?

    Your input is appreciated!

    Best wishes,

    -Elisabeth




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  • $organization

    Hi, Elisabeth:

     

    Are you running the Membership Update Utility? If not, you will want to read about it before running it so that you don’t expire your active memberships that should be active.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND opera

  • $organization in reply to Heather Laidlaw Kraft (she/her)

    Heather,

         Thanks for this info! We actually discovered this shortly after I posted in the forum. Turns out that it had only been set up to run through the end of 2013. We've set the new end date far in the future.

    I appreciate you and others getting back to me so quickly!

    Happy Friday,

    -Elisabeth

  • $organization

    Hi Elisabeth,

     

    I’m not certain, but setting the end date way into the future, might cause a membership to be deactivated before you want. 

    You might want to schedule the membership update utility report to run regularly depending on your setup, and for the end date select the option of report run date. 

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Elisabeth Albeck
    Sent: Friday, March 14, 2014 6:19 PM
    To: TC Brown
    Subject: Re: [Tessitura Development Forum] Patrons still being flagged as Active Members beyond expiration date

     

    Heather,

         Thanks for this info! We actually discovered this shortly after I posted in the forum. Turns out that it had only been set up to run through the end of 2013. We've set the new end date far in the future.

    I appreciate you and others getting back to me so quickly!

    Happy Friday,

    -Elisabeth

    From: Heather Kraft <bounce-heatherlaidlawkraft3507@tessituranetwork.com>
    Sent: 3/14/2014 3:53:57 PM

    Hi Elisabeth - 

    Memberships are not updated automatically - you need to be running the Membership Update Utility in accordance with your membership rules - when you run it will vary on your organization and the rules of your membership. Just be careful and run it in review mode and on your test system first!

    Here's a link to the help page:

    http://www.tessituranetwork.com/Help_System_v12/Tessitura_v12_Left.htm#CSHID=Membership_Update_Utility|StartTopic=Content%2FMemberships%2FMembership%20Status%20Updates.htm|SkinName=TN Skin

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!