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Membership Level Date Rule Q

Nicholas Hudson-Ellis (Past Staff Member)
$organization

Hello all,

I am looking for a bit of wisdom on setting the Renew/Expire/Reinstate/Lapse dates for a Membership. If it can be done, then I am sure it would be very helpful to others.

I am trying to set the values in the Membership Organization so that:

  • If the customer has previously held expired Memberships, then the Initation date is set as if it was a brand new Membership.
  • if the customer has a current active Membership, then the Initation date is set to be after the Active membership expires, thus creating a Pending membership.

I am sure that there is way to do this, but I can't seem to crack the logic.

Thanks everyone,

Nicholas

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  • $organization
    Hi Nicholas,

    Is there a particular part of this that you're having trouble with?  It looks to me like this is exactly how my membership org works; I think the key is setting your lapsed field to 0.  That way when a membership expires, any new membership will trigger a new initiation date based on the date of the membership sale.

    If you've tried that and it's not working, let me know and maybe there's some other piece involved.

    Beth

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    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Nicholas Hudson-Ellis" <bounce-nicholashudsonellis2615@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Wednesday, May 16, 2012 5:07:34 AM
    Subject: [Tessitura Development Forum] Membership Level Date Rule Q

    Hello all,

    I am looking for a bit of wisdom on setting the Renew/Expire/Reinstate/Lapse dates for a Membership. If it can be done, then I am sure it would be very helpful to others.

    I am trying to set the values in the Membership Organization so that:

    • If the customer has previously held expired Memberships, then the Initation date is set as if it was a brand new Membership.
    • if the customer has a current active Membership, then the Initation date is set to be after the Active membership expires, thus creating a Pending membership.

    I am sure that there is way to do this, but I can't seem to crack the logic.

    Thanks everyone,

    Nicholas




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  • $organization in reply to Beth Varro

    Hi,

    We were looking at setting our lapsed period to 0 recently but found that it affected our membership renewal reports and notices. Once a membership is inactive, the reports won't pull those membership records.  So, we manually change those expiration dates that are not correct.

    Kathy

  • $organization in reply to Kathy MacGlashan

    Thank you so much Beth and Kathy for the great responses :)

    I think the culprit may be the scheduled Membership Update Utility falling off the band wagon a week ago without anyone realizing. I am going to get a copy of the 'T_MEMB_UPDATE' table to confirm.

     

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