As we review our membership functionality for the v16 membership overhaul, we have a couple of questions around the pledge suspend and cancel functionality.
First, is the status Awaiting Payment important or useful to you? If so, how do you use it? Unless I’m missing something, there doesn’t seem to be much distinction in the way the system acts between an Awaiting Payment membership and one that is in Upgrade status.
What about suspended? It seems like this would be useful for pulling lists of people to remind about paying their pledge. Do you use it for that purpose? Is there anything else this status signifies to you or that you use it for? It also seems like there is a disconnect between how it is named and what it does, in that a Suspended membership still shows up as active. We have changed the field name in membership level setup to Pledge Warn. Would a better name for the status be “Warned”? “Pledge Warn”? “On Notice”? Something else?
Thanks,
Mark Rhodes
Business Analyst
Tessitura Network
Mark,
The awaiting payment and suspended statuses are not particularly useful to us. Suspended does not sound like it should be an active membership.
Although you are not asking about this, I am wondering if there are plans in v16 to improve the process of adding an additional membership to a record that already has an active membership. In other words, when I try to add a pending membership to a record for the same membership organization, but for a different campaign for next fiscal year, I get the following message.
I know there are manual ways of getting around this, but it would save us a lot of time to be able to simply add a new membership. This usually happens when we are working with soft credits, but upon reviewing the forums it does seem others are encountering this too for other situations.
Thanks!
Rachel