Renewals after a lenghty lapsed period [3066]

• 08-05-2010, 8:20 AM

  19120 in reply to 19110

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263

  Re: Renewals after a lenghty lapsed period [7491] Kyle, on the surface this seems to make sense but until you test this process, I can't be 100% sure.   About your other question: you meant 'set renewal period to Never', right? Once you set this, this record will no longer be considered overdue and will not be included in renewal email  periodic processing. So yes, the lapsed email would not be sent for it.  Dmitry Buterin, Chief Apricot

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• 09-13-2010, 1:20 PM

  19568 in reply to 15045

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263

  Re: Change rules for renewal date calculation for lapsed members [3066] Here's a workaround one of our clients has come up with (credit to Diana D. G.! ): "... I created a membership level called “non-member – email only” – These individuals do not receive member discounts, etc. but do still receive organization e-mails Under the renew option I have set After 14 days beyond renewal due date: _ status set to lapsed _renewal period is never _member level set to “non-member – email only” When one of these individuals logs in and “changes to:” a paid membership level such as “regular member”  and executes payment, this resets the “renewal due on” to one year after this transaction date.   Dmitry Buterin, Chief Apricot

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• 09-28-2010, 1:09 PM

  19922 in reply to 19568

  beaks2lee Joined about 3 years ago Posts 27

  Re: Change rules for renewal date calculation for lapsed members [3066] This is how I do it too, whether expiring on join date or expiring on a unique anniversary date.  Lots of members seem to want to join now and then, but not every year and bumping them to a non-member level works well.  BUT do we have a system for historical membership tracking?  The old payments are stored in the finances export section are they not?  I ask b/c some groups require certain number of successive years to be eligible to serve on the board.

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• 09-30-2010, 8:10 PM

  19972 in reply to 15045

  mollyschar Joined about 1 year ago Posts 3

  Re: Change rules for renewal date calculation for lapsed members [3066] This is a HUGE ISSUE for my association.  Resolving it quickly is a top request for me. Specifically, I need a member who has lapsed (or is in the grace period) to receive a full year of membership based on the date they are "rejoining".  We are in the position of offending membership by sending them renewal notices long before they are actually due, and I cannot keep up with the monitoring required to manually reset renewal dates. Thank you, Molly Schar Executive Director Ophthalmic Women Leaders  Molly Schar Executive Director Ophthalmic Women Leaders PO Box 1151 Bodega Bay, CA 94923 mschar@owlsite.org

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• 10-26-2010, 6:21 AM

  20306 in reply to 19972

  skipat Joined about 3 years ago Posts 111

  Re: Change rules for renewal date calculation for lapsed members [3066] And if I could add to this --- we still want the ability to set a common renewal date for our entire membership.  Lapsed members who join after more than 1 year's absence, should only be billed for the current membership year, not for the year or more that they were not members.  We have quite a few members that join some years and not others, so want them to pay a full membership year for the year they belong, but not bill them for the year they don't.   And we want to retain the common renewal date for all, since our club's business is so seasonal, we need to be sure all our member's membership year covers them for the entire ski season.   With unique renewal dates, and members that jump in and out of the club, it would be possible for someone to be a member when they sign up for a major event (like a fly trip), but not actually still be a member when the event occurs

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• 02-04-2011, 3:05 PM

  21480 in reply to 19972

  MLAEliza Joined about 1 year ago Posts 13	Re: Change rules for renewal date calculation for lapsed members [3066] This is a huge issue for my organization as well.  I am currently manually editing their expiration date when I do the accounting reconciliation, but that is an extra step and only works since I am the whole staff.   I will try the process above, but having a built in process would be better.
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• 09-20-2011, 4:39 PM

  23661 in reply to 21480

  GEM Joined about 3 years ago Posts 25

  Re: Change rules for renewal date calculation for lapsed members [3066] MLAEliza: This is a huge issue for my organization as well.  I am currently manually editing their expiration date when I do the accounting reconciliation, but that is an extra step and only works since I am the whole staff.   I will try the process above, but having a built in process would be better. HI, I just read your posting of 2011/02/04.  You have the same problem as we have.  I was in the process of implementing the work around mentioned in this conversation, but I had a question and called WA.  They told me that earlier this year, they had fixed the problem.  I had no idea! Anyway, I was told it is all based on being LAPSED.  If a member is lapsed, and then renews online, the renewal effective date will be the day they PAY.  For example, if a member lasped in July 2010, but renewed online and paid with paypal in Sep 2011, then the membership would run Sep 2011 to Sep 2012.  If they pay with cheque or cash, the period will start the day the administrator processes the payment. He also told me the date on the renew button will be wrong for long lapsed members, but it doesn't matter since the system doesn't use it.  (I think it is confusing with the wrong date, so I have changed it so that the button just says "Renew".) I wish I had known earlier;  hope this helps you. GEM

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• 10-13-2011, 3:28 PM

  23819 in reply to 23661

  Apricot Kernel Joined about 5 years ago Canada, Toronto Posts 721	Re: Change rules for renewal date calculation for lapsed members [3066] Correct. That was release in version 4.2 (latest release) - lapsed member' renewal date is calculated based on payment date - active members' renewal  date is always calculated based on his current renewal date.   So I consider this thread resolved Evgeny Product Design Team
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