Hello! I've been playing around in the sandbox and I'm really excited about the Membership record popping up when a contribution is taken in a ticket order. However, I did notice that only the corresponding Membership Level is available in this pop-up window. With our new membership structure, my Box Office team will need to be able to select from all of our membership levels. Does anyone know if we will be able to control which levels are available for selection? Thanks!
Hello Nick!
Thanks for the reply. We are switching to a membership program that is based on cumulative dollars in both subscriptions and Contributions so I will need this drop down to have all membership levels in it. I’m assuming this would be a customization, then?
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nick Barnett Sent: Friday, June 05, 2015 1:52 PM To: David Struyf Subject: Re: [Tessitura Development Forum] v12.5 contributions in Ticket orders
Hi David!
The pop up will allow you to select from a list of membership levels only if the contribution amount could merit more than one level within a membership organization. So, for example, if a $100 contribution falls within the amount range of level A (with range of $50 - $150) and level B (with range of $100 -$200), the operator will be able to select which of these two levels is applied. However, if levels do not overlap, the operator cannot override the selection like one could in Contributions.
From: David Struyf <bounce-davidstruyf9141@tessituranetwork.com> Sent: 6/5/2015 4:03:14 PM
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Hi, David!
The membership window is not customizable. But, depending on how your program will work, there might be some creative ways to get what you need.
For example, if these memberships are only for subscriber/donors and you would have to manually select the level each time anyway - you could set all of your membership levels to have a range of $.01 - $1,000,000. Then, all of the levels will appear and could be selected. However, if just regular donors could fall into these, that would add an extra step, so it all depends on how this program will work.
You could also have a custom stored procedure that runs to update Membership level based on subs and donation dollars. But, that would not update in real time, so if you need immediate updating, this may not work for you. Also, you would need to have a way for the procedure to skip any memberships that you didn't want it to update (we do love our exceptions, afterall).