Saved search criteria to show Next Month Renewals or Renewals > N days
When creating a saved search for membership renewals, there is an option to have it search on "this month" and "last month" in addition to a few others. But how about a "next month" selection, in order to be on top of upcoming renewals for membership management?
Michael Goodnight
shared this idea
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MEMBERSHIP CHAIRPERSON
commented
We would appreciate having a 'next month' search/sort capability on the members and the contacts lists. The board meetings are near the end of the month, and the officers would like to know what the renewals numbers are that can be expected, rather than a retrospective view (using 'last moth' or 'this month'), for budgeting and marketing purposes. Thank you.
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Please add the following search capability: renewal date greater than some integer. Instead of forcing me to count the days on a calendar, let me ask for a renewal date that was more than N days ago. That will make it much easier for me to manually clean up the records that didn’t update automatically when the renewal policy actions didn’t happen, especially if I’m going to have to do it more than once.
(by Robin)
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Bob
commented
My organization generates mailing labels for those without emails. It is a bit of a pain for the membership person to select the correct fields each month. I would like to be able to save search criteria (e.g., expiring between 15 and 45 days from now) and the fields to display.
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Thanks for sharing, this provides a good context for understanding.
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Will Strang
commented
Our organization has members without email addresses, and we have to accommodate them, no choice about it. So we send renewal letters to them a month ahead of their renewal. Having "Next Month Renewals" as a search criteria would make that much easier.
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Michael - thanks for the comments, makes total sense. I have updated the title to better reflect what you asked for.
