Crediting Household On Account To Individual

Hi Emily,

There might be a setting in your system table that’s preventing you from crediting/assigning membership to a primary affiliate.

We have a similar membership stream where we have the contribution transacted on the household (as with all our other contributions) but we assign the membership to the female affiliate (the membership program is for women).  We’ve been using this method for about a year now with great success.

As for another option – I wonder if simply adding a note to the Notes field of the membership will suffice?

Hope that helps/points you in the right direction!

Cheers,

Christine

Christine Pellerin  Development Coordinator
Soulpepper Theatre Company

T 416.203.6264 x.145
F 416.203.1531
W soulpepper.ca

Young Centre for the Performing Arts
Distillery Historic District

50 Tank House Lane
Toronto, ON, M5A 3C4

Box Office: 416.866.8666

Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Emily Andres
Sent: Wednesday, June 19, 2013 3:37 PM
To: christine@soulpepper.ca
Subject: [Tessitura Development Forum] Crediting Household On Account To Individual

Hi all!  We are starting a new membership program that will allow members of a household to join as an individual.  (Meaning one or both household members could join.)  The vast majority of these will come in online, pushing the money on account.  We are set for all contributions, including on account, to sit on the household level, but I would like to be able to note or credit - in an easily pullable way - which affiliate of the household is the actual member.  (In the case of only one joining.)  I looked at assigning membership and adding a creditee but both gave me messages saying I can't assign to an affiliate on a household and defaults to the household.  Has anyone else faced this issue?  Any suggestions of how to circumvent this or creative ways to note the individual member?  Thanks in advance for any help you can give!   

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Hi Emily,

There might be a setting in your system table that’s preventing you from crediting/assigning membership to a primary affiliate.

We have a similar membership stream where we have the contribution transacted on the household (as with all our other contributions) but we assign the membership to the female affiliate (the membership program is for women).  We’ve been using this method for about a year now with great success.

As for another option – I wonder if simply adding a note to the Notes field of the membership will suffice?

Hope that helps/points you in the right direction!

Cheers,

Christine

Christine Pellerin  Development Coordinator
Soulpepper Theatre Company

T 416.203.6264 x.145
F 416.203.1531
W soulpepper.ca

Young Centre for the Performing Arts
Distillery Historic District

50 Tank House Lane
Toronto, ON, M5A 3C4

Box Office: 416.866.8666

Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

Follow Us: 

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Emily Andres
Sent: Wednesday, June 19, 2013 3:37 PM
To: christine@soulpepper.ca
Subject: [Tessitura Development Forum] Crediting Household On Account To Individual

Hi all!  We are starting a new membership program that will allow members of a household to join as an individual.  (Meaning one or both household members could join.)  The vast majority of these will come in online, pushing the money on account.  We are set for all contributions, including on account, to sit on the household level, but I would like to be able to note or credit - in an easily pullable way - which affiliate of the household is the actual member.  (In the case of only one joining.)  I looked at assigning membership and adding a creditee but both gave me messages saying I can't assign to an affiliate on a household and defaults to the household.  Has anyone else faced this issue?  Any suggestions of how to circumvent this or creative ways to note the individual member?  Thanks in advance for any help you can give!   

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!