Membership was rewritten in v30.97 to use a new process. For continuity purposes,
the previous Membership functionality remains available but is referred to as
Legacy Membership. In v30.97 and later, membership functionality is referred
to as Membership.
Legacy membership types are used to classify your members.
In this article:
Add a Legacy Membership Type
- Navigate to the Legacy Membership Types page and click Add. The Add Legacy Membership Types window opens.
- In the Description field, enter the name of the legacy membership type.
- In the Code field, enter a unique alphanumeric value.
- Click OK.
Edit a Legacy Membership Type
The description of a legacy membership type can be edited after it's created. When you edit the description of a legacy membership type, it updates wherever it is used. If you don't want to update the existing legacy membership type data, then you must add a new legacy membership type.
- Navigate to the Legacy Membership Types page and select the legacy membership type to edit.
- Right-click and select Edit. The Edit Legacy Membership Types window opens.
- Update the description.
- Click OK.
Delete a Legacy Membership Type
To stop using a legacy membership type and remove it completely, delete it. If the legacy membership type is still in use, a prompt will ask you to choose another legacy membership type to replace it. The delete and replace process cannot be undone.
- Navigate to the Legacy Membership Types page and select the legacy membership type to delete.
- Right-click and select Mark for Delete.
- Click Save. The Replace window opens.
- In the drop-down, select the legacy membership type to replace the deleted legacy membership type.
- Click OK.
Comments
4 comments
Hi USI,
Is there any way where we can assign multiple membership types to one member rather creating another record in Ungerboeck?
Thanks,
Mudit
1 upvotes
I too have wondered the same thing in the past. I guess it's quite a fundamental change to the system/database, but then again it may be as simple as changing the "relationship" and tweaking the UI to show a multi-select...
0 upvotes
Hi Mudit.
I have had a slightly similar need in the past and have created a third membership type where a person who was both A and B Type was a C type member. This would of course depend on the possible number of combinations you might have.
I've usually tried to link the Member Type to the Membership Items purchased. Eg, if you purchase a Gold membership, then that is your type. If they purchase Gold Plus, then they are a different member type. What is your situation?
0 upvotes
Hi Lee - Relationship in here does not help us to generate financials report based on the membership types as well as our internal workflow but good option though.
Sean - We have more than three types at the moment in membership where as combination does not help if later on members think that they want to change from a,b to b,c or so on and would again lead into the report customizing based on the types / counts etc.
I envisage to convert this as a part of an enhancement.
Thanks to both of you.
0 upvotes
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