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Utility to creat membership without Contributions

Leslie McKinley
$organization

A new NYC began an initiative this past year where folks with the new Municipal ID get a FREE "membership".   Just about everything we need to automate this process is already available in Tessitura except adding a membership record.   There is not contribution that will create this.

Wanted to check if any site has created a report utility to create membership -- much like is done with Manage Constituency or Attibutes.  If so would you be willing to share.

Thanks - Leslie

 

 

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  • $organization
    Last night I was thinking about the same thing. In V12.5.0 the constituent import Utility can be customized to take local parameters. These local parameters could be used to create a comp membership. We have not done this but it is an idea to survive the flood that is ID NYC.

    --Tom

    On Thu, Dec 17, 2015 at 10:53 AM, Leslie McKinley wrote:

    A new NYC began an initiative this past year where folks with the new Municipal ID get a FREE "membership". Just about everything we need to automate this process is already available in Tessitura except adding a membership record. There is not contribution that will create this.

    Wanted to check if any site has created a report utility to create membership -- much like is done with Manage Constituency or Attibutes. If so would you be willing to share.

    Thanks - Leslie







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  • $organization in reply to Tom Brown (Past Member)

    Matthew 

    That would be good but when the import utility identifies dupes in database, there will still be a group of records that need the membership afterwards. Given the 500-700 membership needed to be created each week, it is a program needed soon.

     

  • $organization in reply to Leslie McKinley

    To provide update on this.   We found that NYCBallet had created a procedure for adding membership records.   Our IT area worked with Tessitura network to incorporate it into our system.  

    The municipal ID members are still being processed at 40-60 a week so having this program along with the Constituent Import has saved hours of work and staff time.

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  • $organization in reply to Leslie McKinley

    To provide update on this.   We found that NYCBallet had created a procedure for adding membership records.   Our IT area worked with Tessitura network to incorporate it into our system.  

    The municipal ID members are still being processed at 40-60 a week so having this program along with the Constituent Import has saved hours of work and staff time.

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