Tracking patrons who share subs

We allow people to share subs and as such, track them with an relationship for the season with a start and end date. The problem I'm running into is the relationship is sometimes on the HH and sometimes on the Individual record, which makes pulling together the list every year a little difficult. Is any one else tracking sub sharing? How are you tracking them or reporting on them that is consistent and easy to find? Thanks.

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  • Former Member
    Former Member $organization

    We do this through relationships and also a constituency (SBP for Sub Partner) which alerts our staff that the partner who doesn't "own" the subscription is still eligible for sub benefits. Our default is to do transactions on the HH if one exists. Our reporting/tracking relies on the constituency.

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  • Former Member
    Former Member $organization

    We do this through relationships and also a constituency (SBP for Sub Partner) which alerts our staff that the partner who doesn't "own" the subscription is still eligible for sub benefits. Our default is to do transactions on the HH if one exists. Our reporting/tracking relies on the constituency.

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