Change Membership Levels

Last post 11-04-2011, 1:12 PM by ruckersc. 4 replies.
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  •  11-03-2011, 10:48 AM 24010

    • ruckersc is not online. Last active: 05-18-2012, 1:52 AM ruckersc
    • Top 200 Contributor
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    Change Membership Levels

    Have an individual who is a member under a 'bundle'.  She has moved and want to change her membership to 'Individual' so she stays a part of our organization and the bundle frees up a space.

     When I go in to change her membership level I get the Message "You are about to change level type from Bundle to Individual. Existing bundles will be disbanded (member records will be kept)."

    I did not proceed.  Looked through the manual and searched the forum but did not find an answer to this.  Surely there is a way to do this in a simple manner.

  •  11-03-2011, 12:03 PM 24011 in reply to 24010

    • Denys is not online. Last active: 03-27-2012, 1:38 PM Denys
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    Re: Change Membership Levels

    You are changing the membership level settings and if you do that it will effect all members on this level. 

    What you need to do is to edit the member and change her level to another one.
    See: http://help.wildapricot.com/display/DOC/View+and+edit+memberships 



    Denys Zlobin
    Helpful Apricot
    http://www.wildapricot.com

  •  11-03-2011, 1:58 PM 24015 in reply to 24011

    • ruckersc is not online. Last active: 05-18-2012, 1:52 AM ruckersc
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    Re: Change Membership Levels

    Thanks, knew I was going about it the wrong way.
  •  11-04-2011, 9:19 AM 24056 in reply to 24011

    • ruckersc is not online. Last active: 05-18-2012, 1:52 AM ruckersc
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    Re: Change Membership Levels

    Follow up question.  Is is possible to move a member from one bundle to another?
  •  11-04-2011, 1:12 PM 24065 in reply to 24056

    • ruckersc is not online. Last active: 05-18-2012, 1:52 AM ruckersc
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    Re: Change Membership Levels

    Figured it out during lunch - change to individual then add to existing bundle
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