I came across an issue where we need to rename some of our membership levels and adjust our starting and ending amounts as well. For some of them, when I attempt to save the changes, I get the following message: The selected level cannot be deleted because one or more rows in dbo.TX_CUST_MEMBERSHIP refers to it. I've reviewed the system table its referring to and confirmed its using the categories defined in that table. I'm trying to figure out the best approach to the issue. Should I be , instead of trying to update the levels we have , deleting the levels and creating new ones? Or should I be changing the categories in the levels side to try to save them that way? There's really nothing in the system table we're needing to update so trying to avoid having to do that. Any suggestions are welcome.
This is always going to be a real puzzle. When we reorganized our membership levels a few years ago we would up opting to just create a new membership organization and start from scratch. It wasn't trivial, as we needed to then duplicate all of our current memberships under the new org.
Our other option was to edit some levels, create some levels, and inactivate some levels. One of my concerns with this was how it would affect reporting, particularly of levels that had seen a range change.