Membership Status Rules

Richard,

Thank you so much for your reply. I was beginning to think I sent that message out into the abyss. J I am trying to learn all I can about memberships, as we have been having a little trouble with tracking them. I do have a couple more questions for you if you don’t mind.

We are trying to pull a list of people whose memberships have expired within a certain time frame to send out a request for them to contribute again at the same level or above as the previous year. Do you do this at your organization? What general process do you follow – pre, pulling the list, and post?

Could you also walk me through your processes for memberships in general? For example, do you run the update utility once a month or once a week? What reports do you use and how? What reports do you find useful?

Any help is appreciated!

Thanks in advance!

I beleive the rules are only applied WHEN the Membership Update Report is run - I could be mistaken.  So no existing memberships should have changed in your example.  The only thing that should change is that that were, say, two months expired should have had their membership dropped since you changed the 'grace' period from 3 months to one.

Richard,

Thank you so much for your reply. I was beginning to think I sent that message out into the abyss. J I am trying to learn all I can about memberships, as we have been having a little trouble with tracking them. I do have a couple more questions for you if you don’t mind.

We are trying to pull a list of people whose memberships have expired within a certain time frame to send out a request for them to contribute again at the same level or above as the previous year. Do you do this at your organization? What general process do you follow – pre, pulling the list, and post?

Could you also walk me through your processes for memberships in general? For example, do you run the update utility once a month or once a week? What reports do you use and how? What reports do you find useful?

Any help is appreciated!

Thanks in advance!

I beleive the rules are only applied WHEN the Membership Update Report is run - I could be mistaken.  So no existing memberships should have changed in your example.  The only thing that should change is that that were, say, two months expired should have had their membership dropped since you changed the 'grace' period from 3 months to one.