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!
For a couple of years we used a “membership” that was based on affiliation (as it would be called in version 11) and constituency. So you could create a corporate account for your membership organization, affiliate the individual accounts to that corporate account as “Members,” with membership levels set up as entries in TR_AFFILIATION_TYPE, and with a start and end date set in the affliation, then, if you want, set up a scheduled job to create a constituency. This was a hack of sorts to allow us to use one gift as the basis for a real membership in our annual giving membership organization plus a “membership” in a support group where the dues were counted toward annual campaign giving. It was manual, for a small number of people.
We had three membership levels, based on giving of $150, $300, or $500, so had three rows in TR_AFFILIATION_TYPE that were named (with the name of the support group in place of “Memb Org”):
· Memb Org 150 Member
· Memb Org 300 Member
· Memb Org 500 Member
The code below will set up a constituency (with start date) that matches the affiliation, and will delete constituencies for patrons who don’t have an active affiliation. (If you put an end date in the constituency, it won’t get deleted when there is no active affiliation.) Perhaps you could automate the creation of the affiliation as well, based on gifts to a particular fund and/or campaign meeting the right criteria.
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delete from tx_const_cust
where constituency = ## --id value in TR_CONSTITUENCY
AND ISNULL(end_dt, 0) = 0
AND customer_no NOT IN
(SELECT individual_customer_no
FROM T_AFFILIATION
WHERE group_customer_no = ####### --account number for corporate account
AND affiliation_type_id in (100##, 100##, 100##) --values from TR_AFFILIATION_TYPE to hold membership levels in fake membership org
AND inactive = 'N')
INSERT TX_CONST_CUST(customer_no, constituency, start_dt)
SELECT distinct individual_customer_no, ##, start_dt --as above
AND affiliation_type_id in (100##,100##,100##) --values from TR_AFFILIATION_TYPE to hold membership levels in fake membership org
AND inactive = 'N'
AND individual_customer_no NOT IN
(SELECT customer_no
FROM TX_CONST_CUST
WHERE constituency = ##) --as above
AND ISNULL(individual_customer_no,0)<>0
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Lucie
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera