Hey Folks!
So, i pretty much know the deal here. Pledges only, not through the API, use the utility, RTFM. Right, i know. But that doesn't translate well to management. And I always like a good challenge :)
Oh, did I mention i'm on TNEW!
Right now, if I wasn't to provide a method to opt out, I was thinking of having every online membership contribution (Gift) create a CSI, which would prompt a local user to create a corresponding pledge. If a person phoned to opt out, we could suppress them from the auto renewal utility with an attribute and only run the utility on a list, filtering that attribute.
Does anyone have any thoughts on that process? Like it or don't?
So, then to complicate things; i'm also exploring the option to opt-out online. But the 2 methods i've thought of both have their own issues;
1: re-purpose TNEW's checkbox on the membership "Decline Benefits" to be "don't auto renew"
That's kinda okay, but it is membership specific in record, although i could search for any on that person.
2: LWP Validate Cart
I could write a procedure which prompts the user to accept, more an opt in, and store that as an attribute. But it doesn't guarantee that they actually complete the order.
I hope that is clear. I'd really like to talk with anyone using the auto-renew utility, and discuss processes and workflow. Or hear from anyone on the above.
Thanks,
James
Hi Duane (and anyone else interested),
I’m glad you are using and liking the new online TNEW guide. I wanted to share how you can get a link to a specific topic when you want to share with others (like this).
In the TOC, find the topic you want, right click on it, select Copy Link Location, and then paste the link in your email or forum post. That will get you a link like this:
http://www.tessituranetwork.com/tn_express_web_user_guide/Content/Topics/Contribution%20Control%20Slots.htm
It will open the topic without the navigation frame (i.e. the TOC and other buttons) but there is a link at the top that reopens the topic within the navigation frame.
With the release of v11 we’ll be releasing all the Tessitura application documentation in this online format, along with a T-Cast to provide you with more helpful usage tips like this.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com