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Comp Memberships

Dana Genco (Past Member)
$organization

 Does anyone have experience with assigning a new comp membership to a record which is currently in a lapsed membership phase? It is not letting me assign another membership in the same organization even though the expired date is reached. Curios if anyone has found a work around. 

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  • $organization
    Is that membership listed as "inactive" or "lapsed"? There is rule in place now (which I think my colleague put in a ticket about because it causes us no end of problems) that if you already have an active membership, you can't add a comp to that record. My guess is that you have a lapse period set in your membership organization, and that period of time hasn't passed yet. So the membership is still "Lapsed" and won't really be done until it's in "inactive" status.

    We actually have a lapsed period of 0 here, so I don't know for sure if you can do this...but our workaround when we need to add a comp and there is an existing membership is to just open the existing membership, extend the expy date, and change the level if needed. It's not pretty, but it's the only option I've found.

    Hope that helps!
    Beth




    Elizabeth Varro
    Director of Membership
    (651) 265-9829

    A Beautiful Planet, a giant screen film made in cooperation with NASA, features stunning footage shot by working astronauts from the ultimate window on the world – the cupola of the International Space Station. Make plans to see it today, only in the Science Museum’s Omnitheater. See the trailer.


    From: "Dana Genco" <bounce-danagenco1322@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Wednesday, January 11, 2017 11:22:50 AM
    Subject: [Tessitura Memberships] Comp Memberships

     Does anyone have experience with assigning a new comp membership to a record which is currently in a lapsed membership phase? It is not letting me assign another membership in the same organization even though the expired date is reached. Curios if anyone has found a work around. 




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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!

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  • $organization
    Is that membership listed as "inactive" or "lapsed"? There is rule in place now (which I think my colleague put in a ticket about because it causes us no end of problems) that if you already have an active membership, you can't add a comp to that record. My guess is that you have a lapse period set in your membership organization, and that period of time hasn't passed yet. So the membership is still "Lapsed" and won't really be done until it's in "inactive" status.

    We actually have a lapsed period of 0 here, so I don't know for sure if you can do this...but our workaround when we need to add a comp and there is an existing membership is to just open the existing membership, extend the expy date, and change the level if needed. It's not pretty, but it's the only option I've found.

    Hope that helps!
    Beth




    Elizabeth Varro
    Director of Membership
    (651) 265-9829

    A Beautiful Planet, a giant screen film made in cooperation with NASA, features stunning footage shot by working astronauts from the ultimate window on the world – the cupola of the International Space Station. Make plans to see it today, only in the Science Museum’s Omnitheater. See the trailer.


    From: "Dana Genco" <bounce-danagenco1322@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Wednesday, January 11, 2017 11:22:50 AM
    Subject: [Tessitura Memberships] Comp Memberships

     Does anyone have experience with assigning a new comp membership to a record which is currently in a lapsed membership phase? It is not letting me assign another membership in the same organization even though the expired date is reached. Curios if anyone has found a work around. 




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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!

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  • $organization in reply to Beth Varro

    Hi Beth,

     

    Thanks for your response! You are precisely right, the memberships in question are in their "lapsed" phase. I am not sure if our membership department would want a phase of 0, something to at least consider.

     

    We also discussed the possibility of simply extending the current membership.  My fear is having to do this multiple times, creating Frankenstein, pieced together looking membership records. We also considered opening up the membership fields in these campaigns of question - but that seems to be opening a can of worms for later.  

     

    I hope your colleague's ticket works, it is very frustrating!

     

    Thanks again for your input - Dana