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Membership Recalc

Julie Carmody (Past Member)
$organization

We are seeing membership records with inconsistencies whereby a Merge or convert cust type puts the state of the data in a way that cannot be reported on with accuracy.  We would like to put in a job or infiltrate the Merge Process to resolve and basically recalculate all memberships to ensure the data is consistent with reporting needs.

I don't suppose anyone has advice or code as a jumping off point.

Many thanks

-Julie Carmody

The Metropolitan Museum of Art, NYC

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  • $organization
    Unless it's changed recently, or possibly a long-forgotten customization in our system:  if the recognition amount is manually set, which I think technically includes a simple stray click in the recognition amount field, then it locks out future automatic updates.  I understood this is intended to facilitate "honorary" membership recognition not being refigured every time an honored member makes a small additional donation. 
    From: Tessitura Technical Forum [forums-technical@tessituranetwork.com] on behalf of Dale Bradbury [bounce-dalebradbury6800@tessituranetwork.com]
    Sent: Thursday, January 05, 2017 11:33 PM
    To: John Trimble
    Subject: Re: [Tessitura Technical Forum] Membership Recalc

    Hi Julie,

    I am also noticing issues whereby the membership Amount and AVC are not automatically recalculating when an adjustment is made (such as a refund of a contribution).  Although the Recalc button is there for an operator to force this, it seems there is no way to trigger a 'refresh' across the whole membership database to re-establish a logical equilibrium between the contributions and the membership values.

    So I'd also be interested in hearing about any ways people may have overcome this.

    Thanks

    Dale

    From: Julie Carmody <bounce-juliecarmody9441@tessituranetwork.com>
    Sent: 12/14/2016 2:01:32 PM

    We are seeing membership records with inconsistencies whereby a Merge or convert cust type puts the state of the data in a way that cannot be reported on with accuracy.  We would like to put in a job or infiltrate the Merge Process to resolve and basically recalculate all memberships to ensure the data is consistent with reporting needs.

    I don't suppose anyone has advice or code as a jumping off point.

    Many thanks

    -Julie Carmody

    The Metropolitan Museum of Art, NYC




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Reply
  • $organization
    Unless it's changed recently, or possibly a long-forgotten customization in our system:  if the recognition amount is manually set, which I think technically includes a simple stray click in the recognition amount field, then it locks out future automatic updates.  I understood this is intended to facilitate "honorary" membership recognition not being refigured every time an honored member makes a small additional donation. 
    From: Tessitura Technical Forum [forums-technical@tessituranetwork.com] on behalf of Dale Bradbury [bounce-dalebradbury6800@tessituranetwork.com]
    Sent: Thursday, January 05, 2017 11:33 PM
    To: John Trimble
    Subject: Re: [Tessitura Technical Forum] Membership Recalc

    Hi Julie,

    I am also noticing issues whereby the membership Amount and AVC are not automatically recalculating when an adjustment is made (such as a refund of a contribution).  Although the Recalc button is there for an operator to force this, it seems there is no way to trigger a 'refresh' across the whole membership database to re-establish a logical equilibrium between the contributions and the membership values.

    So I'd also be interested in hearing about any ways people may have overcome this.

    Thanks

    Dale

    From: Julie Carmody <bounce-juliecarmody9441@tessituranetwork.com>
    Sent: 12/14/2016 2:01:32 PM

    We are seeing membership records with inconsistencies whereby a Merge or convert cust type puts the state of the data in a way that cannot be reported on with accuracy.  We would like to put in a job or infiltrate the Merge Process to resolve and basically recalculate all memberships to ensure the data is consistent with reporting needs.

    I don't suppose anyone has advice or code as a jumping off point.

    Many thanks

    -Julie Carmody

    The Metropolitan Museum of Art, NYC




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

     

    This email has been scanned for spam and viruses by Proofpoint Essentials. Click here to report this email as spam.

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