Legacy Membership Types

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.

You use legacy membership types to classify your members.

Add a Legacy Membership Type

  1. Click the Legacy Membership Types link from the Main Menu. The Legacy Membership Types page opens.
  2. Click the Add button. The Add Legacy Membership Types window opens.
  3. Enter the name of the membership type into the Description field.
  4. Enter a unique alphanumeric value into the Code field.
  5. Click OK.

Change a Legacy Membership Type

You can change the description of a legacy membership type after you have created it. When you change the description of a legacy membership type, it updates wherever the legacy membership type is used. If you don't want to update the already existing legacy membership type data, then you must add a new legacy membership type using the steps in Add a Legacy Membership Type.

  1. Click the Legacy Membership Types link from the Main Menu. The Legacy Membership Types page opens.
  2. Select the legacy membership type to edit.
  3. Right-click and select Edit. The Edit Legacy Membership Types window opens.
  4. Update the description.
  5. Click OK.

Delete a Legacy Membership Type

If you no longer use a legacy membership type and don't want to keep a record of it, you can delete it. When you delete a legacy membership type that is used, you receive a prompt to select a legacy membership type to replace the legacy membership type you are deleting. You cannot undo the delete or delete and replace process.

  1. Click the Legacy Membership Types link from the Main Menu. The Legacy Membership Types page opens.
  2. Right-click on the legacy membership type to delete.
  3. Select Mark for Delete.
  4. Click the Save button. If the legacy membership type is used, the Replace window opens.
  5. Select the legacy membership type from the drop-down to replace the deleted legacy membership type.
  6. Click OK.

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Comments

4 comments

Date Votes
  • Mudit Dhebar - Business Systems

    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

  • Lee Tickett (Tickett Enterprises Limited)

    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

  • Sean Tame

    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

  • Mudit Dhebar - Business Systems
    • Edited

    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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