Hi All,
This is mainly for those of you on TNEW but interested to see what other organisations do as well.
As far as I'm aware for households TNEW will force all online transactions into the household and this is a setting we can't change. i.e. if a user logs in with a login on the individual level of a household the transaction will ultimately be on the household level.
How do you deal with situations where a rollover package for online renewal is on an individual account which means that they will just receive an error message and get frustrated?
Our subscriptions are also sometimes on individuals and sometimes on households which doesn't help.
Also, how do other organisations deal with donations and households, and donations and households where the donation is made with a ticket order?
Thanks,
Thomas
Hi Thomas, did you get an answer? What did you figure out? We are running into this problem currently, where most logins are on the individual, but all renewal orders are on the household. (This is because most patrons create a duplicate account for themselves the first time they use TNEW and then get merged into their individual record; thus, the login ends up on the individual rather than the household.) Looking for any advice!
Lindsay
We recently went through the same thing - making them the initiator sounds like a good solution! For us, our best option was to pull a list of customers for whom it was an issue and migrate those eaddresses (and attached logins) to the household account prior to the launch of renewals. Fortunately it wasn't too long a list - I think it took us the better part of two days because it was two of us migrating them manually.