How to identify gift memberships? How does the "benefit holder" box get checked?

Gift membership can be identified by the creditee type.  When a gift membership entered made the Benefactor field in the membership record is completed when gift membership is entered.     

A benefit holder membership record is typically a manually entered record – which the Benefactor and Benefit Holder field are complete by the data entry person – (Fdn & Corp giving benefits to its folks).   Benefit holder check distinguishes paid membership and not.  Renewal notices are not pulled for records with the check.

We are thinking about making use of gift memberships.  I am able to create a gift membership, but have not yet figured out a way to pull a list of just those people who have recieved gift memberships.

I thought that the "benefit holder" checkbox might get checked when a person recieved a gift membership, but that doesn't seem to be happenning.  Does the "benefit holder" checkbox have to get manually updated?

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Gift membership can be identified by the creditee type.  When a gift membership entered made the Benefactor field in the membership record is completed when gift membership is entered.     

A benefit holder membership record is typically a manually entered record – which the Benefactor and Benefit Holder field are complete by the data entry person – (Fdn & Corp giving benefits to its folks).   Benefit holder check distinguishes paid membership and not.  Renewal notices are not pulled for records with the check.

We are thinking about making use of gift memberships.  I am able to create a gift membership, but have not yet figured out a way to pull a list of just those people who have recieved gift memberships.

I thought that the "benefit holder" checkbox might get checked when a person recieved a gift membership, but that doesn't seem to be happenning.  Does the "benefit holder" checkbox have to get manually updated?

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!