So along with some of the adaptive policies changes, we have been encouraging members to renew early. I change settings so theoretically a new payment will create a renewal rather than an upgrade.
However, I have a number of accounts I need to update manually to add another year of membership. I don't just want to add time to the existing membership as that will mess up reporting. but the history tab does not seem to allow the creation of next year's membership while the current membership is active.
Is anyone else adding a new membership to an account with an active membership?
Hi Marie,
The only way we've found to be able to do this is to deactivate the existing membership and then create the new one. That still sometimes creates issues in reporting, so I'd be interested to hear if there are other solutions to that for memberships that need to be created manually for whatever reason after the contribution is entered.
Yea, I've come to the conclusion that membership reporting is going to be a mess for 2020 and I will just have to report based on transactions.
Thanks for sharing!