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Membership Cards and Account Merges

Rachel Stone
$organization

Hi, all-

Does merging Tessitura accounts impact existing membership cards and the ability to scan them?

I've been told that someone's card was unsuccessfully scanned and the error message  stated that the card was merged with another account. 

I didn't see the message, and was wondering if anyone had insight before having to try to duplicate the issue.

Thanks!

Rachel 

  • $organization

    Hi Rachel,

    Whilst we don't use this functionality, I can't be sure if my thoughts are relevant - but here goes...

    I suspect that the bar code printed on the membership card has the customer_no value included and that the constituent record was delete ID involved in a merge. To prevent this, you could get your DBA to include code in the database procedure LP_VALIDATE_CUST_MERGE so that if the constituent has a membership, it cannot be the delete ID in a merge.

    Martin

  • $organization in reply to Martin Keen (Past Member)

    Martin,

    Thank you for your response! Your thoughts are certainly relevant and we do include the customer ID in the bar code. 

    I was under the impression we already had this set to not delete accounts with active memberships, but I don't know how else we could get the error message we are, so we must not.

    We'll have to review the procedure to confirm. Thanks much for your advice!

    Best,

    Rachel

  • Former Member
    Former Member $organization
    Rachel

    We have a very similar set up and application. We are often enough – despite lots of double checking – face with a situation where a duplicate membership gets created and we need to merge the new record with the historical record. In that case an active membership has data merged and then the dupe deleted (or rendered inactive).
     
    In that case a member could bring their duplicate card with them looking for admission benefits but that ID (bar code) is now tied to an inactive record.
     
    John
     
    John Bradley
    Senior Membership Manager
    Historic New England
    Haverhill Regional Office
    151 Essex Street
    Haverhill,  MA 01832-5564
    617-994-5935
    logo
     
  • $organization in reply to Former Member

    Thank you, John. Glad to know it happens to other organizations as well.