Gail
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33 votes
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169 votes
An error occurred while saving the comment Gail
commented
I vote to include Forum subscription fields in the database import and export function for analysis purposes, as others on this thread have suggested.
Also to set them. We have a Board Forum, it would be nice to be able to offload the Board group annually to set the subscriptions.
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2 votesGail
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143 votes
We have started analysis for this issue, and it seems that key problem is how Wild Apricot handles level changes close to renewal date. The system is currently designed to collect the full new level amount and set renewal date according to new level renewal policy. All prepaid amounts for old levels are disposed. Moreover, since no prorating occurs, the new level might be effective only for a few days.
As a first step, we suggest to redesign how level change is working and add prorating there:
- Level would be changed immediately, as now - Remaining portion of old membership level payment will be applied to new level - For new levels with specific renewal date (e.g. annual levels with renewals Jan 1st) apply the pro-rating settings for new applications: - Allow member to pay only a pro-rated amount of the new level fee (e.g. six months before renewal…An error occurred while saving the comment Gail
commented
I think we agree with this comment by Mark commented January 2, 2017 8:29 PM Flag as inappropriate
Allow membership level changes only during renewal -
Provide a selection under Levels that allows members to change levels only when renewing.
That would satisfy our requirements. No need to pro-rate, offer refunds, etc. Members would simply renew at the new level, at the appropriate rate, and for the same membership term.Our initial membership term is 3 years, our renewal 2 years.
The Renewal button on the profile causes problems, it suggests they can renew for 3 years, and will do it .... wrong term and wrong rate.
We have found we can instruct our members to use the Change button on their profile to select the Renewal membership at the right rate. It is a work around, but will do the job.
But any user can click on the Renewal button and cause issues.
We would like an option to remove / hide that Renewal button from the initial member profile page and the member edit page.
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8 votesGail
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2 votesGail
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I agree a really great feature to add!!