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Short cut for Gift entry and Membership status update

Anne Chao
$organization

Hi There!

I am curious to find out if there is an easier way to manage the gift entry process and membership status update on the following scenario:

A company buys 200 memberships at the same level, and  gives these 200 memberships to the employees, each membership is designated with unique employee. Is there a quicker way to enter the gift information to activate the membership status of each of the 200 employee via batch control and such (some kind of  the global update function) instead of entering them 200 times?
Or, what's your experience on managing similar situation? Managed as Gift membership? 

Looking forward to hearing from you all!

 

Thanks!

Parents
  • $organization

    This is a perfect use case for the Contribution Import Utility.  It takes a bit of thought to set up the process and configure the import set, but it could be repeated for other situations down the road.  It will create new contributions for new/existing constituents, updating or creating applicable memberships.  This can also be used for gift memberships as well.

     

    More information in the documentation:

    http://www.tessituranetwork.com/network/Learning/Documentation/Reports/Finance/Contribution%20Import%20Utility.aspx

     

    -Ryan

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Anne Chao
    Sent: Wednesday, June 29, 2011 2:07 PM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Short cut for Gift entry and Membership status update

     

    Hi There!

    I am curious to find out if there is an easier way to manage the gift entry process and membership status update on the following scenario:

    A company buys 200 memberships at the same level, and  gives these 200 memberships to the employees, each membership is designated with unique employee. Is there a quicker way to enter the gift information to activate the membership status of each of the 200 employee via batch control and such (some kind of  the global update function) instead of entering them 200 times?

    Or, what's your experience on managing similar situation? Managed as Gift membership? 

    Looking forward to hearing from you all!

     

    Thanks!




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  • $organization in reply to Ryan Creps (Past Staff Member)

    Hi Ryan,

    Happy Thursday!

    Thanks again for letting me know about the Contribution Import Utility, I can see how much it would streamline our process in handling group membership situation..

    One question came up  that I am not so clear after reading through the document, am hoping if you might have some insight to it:

     1. If the dollar amount of the contribution is zero, and how then the membership level is properly created? -- in the situation of Complimentary membership in different levels.

    We currently manually add the comp. membership under the History tab, and reinforced with Constituent Type with membership level, and when generate membership cards, we pull the List and use an Out put set instead of  Acknowledgement Report.

    Thanks!!

     

     

     

Reply
  • $organization in reply to Ryan Creps (Past Staff Member)

    Hi Ryan,

    Happy Thursday!

    Thanks again for letting me know about the Contribution Import Utility, I can see how much it would streamline our process in handling group membership situation..

    One question came up  that I am not so clear after reading through the document, am hoping if you might have some insight to it:

     1. If the dollar amount of the contribution is zero, and how then the membership level is properly created? -- in the situation of Complimentary membership in different levels.

    We currently manually add the comp. membership under the History tab, and reinforced with Constituent Type with membership level, and when generate membership cards, we pull the List and use an Out put set instead of  Acknowledgement Report.

    Thanks!!

     

     

     

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