We are in the planning stages of our membership implementation. Whilst crate the Membership Organisations and Levels are fairly straightforward I was wondering how we go about adding levels to our current donors. Is their a utility for this or is it purely manual?
Many thanks,
Heath
Good morning Heath,
Unfortunately, I don't believe there are any "vanilla" Utilities that can automatically add levels to your current donors.
It could possibly be done via a custom procedure or utility though; how many years of membership are you needing to add membership records to and about how many members are you looking at?
Thank you,
Brian