Yesterday I entered a gift and it upgraded a current membership in a patron's record. My intent was to create a new pending membership for the upcoming 09/10 season. They paid really early, so by the rules we have setup it did what it was supposed to do.
So my question is two-fold 1. How to I correct this, and 2. for future gift entry, how do I make tessitura know I intend for the gift to create a new pending membership.
Hi, Heather -
I can answer the future part. On the membership tab in the contribution entry process, click on Allocate Funds and then Add New Membership. (Might not be the exact words - I'm writing from memory.) That will create a pending membership that begins when the active one expires.
You can also use the Allocate Funds button to upgrade a current membership when the rules would create a new one. This may not happen in your business practices, but sometimes does for us, so I thought I'd mention it.
Sarah