Membership Level Date Rule Q

Hi Kathy,

Interesting....My renewal utility pulls inactive records as well.  It's certainly possible that my IT department customized that, I suppose. 

Having a lapse of 0 will mean that you only get an NRR value of "renew" if they renew before they expire.  But how do you have your reinstate value defined?  That value sets how long a person has to be in "inactive" status before they are marked as new; regardless of your lapse setting, this should allow you to have an intermediate value between "Renewal" and "New" statuses in the NRR field.

Beth

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From: "Kathy MacGlashan" <bounce-kathymacglashan5939@tessituranetwork.com>
To: bvarro@smm.org
Sent: Thursday, May 17, 2012 6:09:30 PM
Subject: Re: [Tessitura Development Forum] Membership Level Date Rule Q

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

 

From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>
Sent: 5/17/2012 9:23:42 AM

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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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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