Dave F
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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…Dave F
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100 votesDave F
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An error occurred while saving the comment Dave F
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it would be nice to have a phone number field that would correct format numbers instead of having a free form text field resulting in several different formats.
Change Membership Level is upper right. Renewal is lower right. As renewal happens more oftem the membership level change, I sugggest that the Renewal button be much more prominent than the Change Level Button.