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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
    Nicholas - yeah, losing that report would definitely cause problems.  I actually have it auto-emailed to myself and one of my staff every night, so that if we miss it someone will notice right away.

    Kathy - Can I ask what kind of reporting/renewal problems you had?  My renewals pull inactive memberships all the time...

    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: Thursday, May 17, 2012 7:41:34 AM
    Subject: Re: [Tessitura Development Forum] Membership Level Date Rule Q

    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.

     

    From: Kathy MacGlashan <bounce-kathymacglashan5939@tessituranetwork.com>
    Sent: 5/16/2012 3:01:50 PM

    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




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  • $organization in reply to Beth Varro

    Hi Beth,

    When we set the membership lapsed period to 0 we were unable to run the Membership Renewal Notices report to generate renewal letters after the memberships had been inactivated.  Only memberships in active or lapsed status are selected in this report, as far as I know. Do you use this report for your renewal letters? Also, we noticed that the membership NRR status would be "New" upon renewal and this throws off the statistics when reporting New, Renewing & Reinstated memberships.  Am I missing something?

    Thanks,

    Kathy

     

    • Reply
    • $organization in reply to Beth Varro

      Hi Beth,

      When we set the membership lapsed period to 0 we were unable to run the Membership Renewal Notices report to generate renewal letters after the memberships had been inactivated.  Only memberships in active or lapsed status are selected in this report, as far as I know. Do you use this report for your renewal letters? Also, we noticed that the membership NRR status would be "New" upon renewal and this throws off the statistics when reporting New, Renewing & Reinstated memberships.  Am I missing something?

      Thanks,

      Kathy

       

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