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 Suzanne,
The Allocate Funds button has been there forever. It is used to process an early renewal or a late upgrade, in other words to override the renewal defaults set for the current membership record affected by the contribution. If your membership renewals normally begin in autumn, then the only way to process a renewal now is to use the Allocate Funds button. Either that or change when the renewal period begins in the membership setup area, though that would result in upgrades being a manual process instead.
Check out the Memberships document (recently revised and improved) for more details on early renewals.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com