Stanley Kalisch
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17 votes
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16 votes
An error occurred while saving the comment We have the same situation with advertisers being categorized as "members" when in actuality they are not. We have separate membership levels, one of which is for Adverisers. We created a Saved Search under Contacts that gives us the list and number of our "true" membership count by including only those membership categories that include "true/actual" members.
We have membership categories for which payment is required for the membership to be approved. We have cases in which registrants for membership complete the application but have not paid. We would like to automate sending email notices to these registrants after a given number of days, e.g., 30. We would find it helpful to have that option in the New Application tab for the Membership Level. (An additional option to be a second number of days after which not only is a message sent but the applicant (contact) record be recategorized, e.g., Archived.)