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Need the ability to change the source code on an existing membership
We will now given security access to the "edit payment" screen in order to update source codes. Ideally, you would be able to edit the mailing information without being able to edit the payment information.0
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Allow Membership Updates in Batch
We need to be able to do Membership Updates in batch. Doing these adjustments as “one-offs” is not acceptable; they need to be a batch.0
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Add marital status to Membership Dues batch
In previous versions membership was processed through the Enhanced Revenue Batch. This showed in the Constituent Information at the bottom of the batch. This does not exist in the membership dues batch.0
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2.93 Change in Membership expiration dates
Josh Grabia from customer support ask that I add this issue to the IdeaBank. We are testing 2.93, as you know the Membership area has changed a lot. Currently (in 2.9) we have the option of multiple expiration dates and a way to indicate after whi... -
Update the membership card process to generate an output file where the fields can be customized
The current output from the membership cards process produces an output file with a standard set of fields. We would want to be able to customize our own set of fields. These are the standard fields that it generates now and we want to be able to ...0
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Membership History - Bring back transaction tab
In 2.9 we use the transaction tab on a daily basis in the membership department and in the finance department. It is necessary for customer service, and to maintain the integrity of the membership data. We need a simple place to see what is happen... -
allow a payment method of none for free memberships or other zero dollar transactions
No description provided1
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Attributes in membership batch
Our organization was previously using revenue batch to process memberships before upgrading to 2.94. As of 2.94/3.0 attributes are not included in the membership dues batch. We' like to have this feature to store additional info pertaining to memb...0 Reviewed: Voting Open
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Ability to add multiple expiration dates based on membership status
UNC-Chapel Hill would like the ability to have different expiration date parameters based on the membership status. For example, for active status members that renew, they want the expiration date to be the same month and day as the original membe...0
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Membership Batch - Auto-populate values when there is only one choice available
When processing memberships in batch, the 'Type' field updates once the 'Level' has been selected so that the only value available in the 'Type' dropdown is the correct value. However, the dropdown seems to have a 'null' value at the top of the li...