Jim,
In regard to the "Renewal Overdue" member number vs. Lapsed. It seems to me that as of April 2011, these numbers represented different buckets.
We have our policies set up so that if a member does not renew within 30 days of expiration date, their status is changed from active to lapsed. I believe that formerly, the Renewal Overdue category showed only members who were within that 30 day window, and that once they lapsed they were moved to the "lapsed" category.
Now we are seeing that members are counted as both "renewal overdue" and lapsed. This is not helpful. We would like to see a category that only has the members in that 30-day renewal period so we can easily contact them.
Is there a way to configure the dashboard to show those 30-day expired but not yet lapsed people? If not on the dashboard, is there another way to easily filter them?
I am copying this also to a support email. Thanks
Jack Massa
Greater Atlanta ASTD