Assigning membership after the fact

Hi there,

Earlier in the year I processed a contribution from a constituent, who has now decided that they want to assign their membership to a secondary person. Is there a way to assign the membership after it has been processed?

I have tried to access the membership from the constituent's record and then modify the "benefactor" field, however this hasn't created a membership for the secondary person.

Is there another way to do this?

Thanks,

David Geoffrey Hall

 

  • The benefactor field does not create memberships.  You will need to repost the gift and soft credit it to the person who should get the membership.  Sorry

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of David Geoffrey Hall
    Sent: Tuesday, July 23, 2013 2:07 AM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Assigning membership after the fact

     

    Hi there,

    Earlier in the year I processed a contribution from a constituent, who has now decided that they want to assign their membership to a secondary person. Is there a way to assign the membership after it has been processed?

    I have tried to access the membership from the constituent's record and then modify the "benefactor" field, however this hasn't created a membership for the secondary person.

    Is there another way to do this?

    Thanks,

    David Geoffrey Hall

     




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