Hi all!
When our organization adopted Tessitura we included a customization of "memberships as products" and opted not to set up a membership organization that would be generated through contributions. In the years since, we've determined that we desperately need better donor metrics and that the "standard" membership organization feature should function properly alongside memberships as products.
We are planning on implementing new membership organizations to track our two giving streams, but were wondering if there is a way to retroactively apply memberships to records with contributions dating back a few years? This way we would be able to get more accurate metrics rather than having a 100% "new" donor rate in the first year. Has anyone else come up with a script or procedure that would allow us to do this?
Thanks!
Karin
Hello Karin!
This is Iliana with Tessitura Network Support. We’re happy to assist you with this question. I’ve created a Support ticket where we’ll work with you to find a resolution to this question. We’ll also relay our findings from that ticket in this forum post, but if you have any other questions or concerns in the meanwhile please let us know.
Best,Iliana