Membership Status Rules

This is a question for anyone with knowledge of Memberships and the Status Rules connected to them.

If the Membership Status Rules are changed (ex: the months for lapsed or renewed status changed from 3 months to 1 month) and if I then run the Membership Update Utility, when the happens to existing memberships? Do they all change to the new status rules or stay as they were before?

Thanks,

Marie Kocher, Development

Kansas City Ballet

Parents
  • Hi Marie,

     

    I wanted to point out some new resources to help you in your quest to learn all about memberships.  Last month we released a new membership T-Class which you can find here.  And a few months back we released an updated, more comprehensive and user friendly membership document which you can find here.

     

    As for your specific question about creating a list of people with expired memberships in order to ask them to give again, that is exactly what the Membership Renewal Notices is designed to do.  It’s located in the Renewal Notices and Bills report folder and you can find details about it in the membership document.

     

    Kevin Sheehan

    Documentation & Learning Resources Specialist

    Tessitura Network

    1 888 643 5778 ext 329 Office

    ksheehan@tessituranetwork.com

     

Reply
  • Hi Marie,

     

    I wanted to point out some new resources to help you in your quest to learn all about memberships.  Last month we released a new membership T-Class which you can find here.  And a few months back we released an updated, more comprehensive and user friendly membership document which you can find here.

     

    As for your specific question about creating a list of people with expired memberships in order to ask them to give again, that is exactly what the Membership Renewal Notices is designed to do.  It’s located in the Renewal Notices and Bills report folder and you can find details about it in the membership document.

     

    Kevin Sheehan

    Documentation & Learning Resources Specialist

    Tessitura Network

    1 888 643 5778 ext 329 Office

    ksheehan@tessituranetwork.com

     

Children
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