Deleting a Non-current membership

Hi Kristin,

As far as I know, you're pretty much unable to delete it once the membership has been deactivated.  I do find that making a note in the notes area of that membership is helpful, since they're easily visible when you look at the history tab.  Depending on your business practices, you might consider deleting the membership in such cases before you adjust the gift, so the errant membership won't appear in the history.

Beth

* * * * *
All aboard to experience a legendary journey on the world’s most famous ship.  Titanic: The Artifact Exhibition is now open at the Science Museum of Minnesota.   Log on to www.smm.org/titanic today to reserve your boarding pass.

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Elizabeth A Varro
Membership Manager
Science Museum of Minnesota
(651) 265-9829

----- "Kristin Smithson" <bounce-kristinsmithson5077@tessituranetwork.com> wrote:
| From: "Kristin Smithson" <bounce-kristinsmithson5077@tessituranetwork.com>
| To: bvarro@smm.org
| Sent: Wednesday, August 12, 2009 9:43:52 AM GMT -06:00 US/Canada Central
| Subject: [Tessitura Development Forum] Deleting a Non-current membership
|
|

Have any of you found a way to delete a membership that is "deactivated"?  We have one constituent whose gift was processed to the wrong fund which created a membership that was incorrect.  The gift was adjusted out accordingly and the membership became deactivated but still shows on their record which may be confusing.  Has anyone else come up with a solution to this?

Thanks! Kristin

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Hi Kristin,

As far as I know, you're pretty much unable to delete it once the membership has been deactivated.  I do find that making a note in the notes area of that membership is helpful, since they're easily visible when you look at the history tab.  Depending on your business practices, you might consider deleting the membership in such cases before you adjust the gift, so the errant membership won't appear in the history.

Beth

* * * * *
All aboard to experience a legendary journey on the world’s most famous ship.  Titanic: The Artifact Exhibition is now open at the Science Museum of Minnesota.   Log on to www.smm.org/titanic today to reserve your boarding pass.

Be social!  Find the Science Museum on Facebook, Twitter, MySpace and more.  Log on to www.smm.org/social for more information.

Elizabeth A Varro
Membership Manager
Science Museum of Minnesota
(651) 265-9829

----- "Kristin Smithson" <bounce-kristinsmithson5077@tessituranetwork.com> wrote:
| From: "Kristin Smithson" <bounce-kristinsmithson5077@tessituranetwork.com>
| To: bvarro@smm.org
| Sent: Wednesday, August 12, 2009 9:43:52 AM GMT -06:00 US/Canada Central
| Subject: [Tessitura Development Forum] Deleting a Non-current membership
|
|

Have any of you found a way to delete a membership that is "deactivated"?  We have one constituent whose gift was processed to the wrong fund which created a membership that was incorrect.  The gift was adjusted out accordingly and the membership became deactivated but still shows on their record which may be confusing.  Has anyone else come up with a solution to this?

Thanks! Kristin

|
| --
| View this message online at: http://www.tessituranetwork.com/COMMUNITY/forums/p/946/3168.aspx#3168
| --
| This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!