Comments (3)
Related to this idea: https://na4.salesforce.com/ideas/viewIdea.apexp?id=0876000000005db&srPos=1&srKp=087
and this story: https://rally1.rallydev.com/#/3319285785d/detail/userstory/4610996530
from gwbase.
Since recurring payments are now each separate opps instead of installments, IMHO recurring memberships should be set up so that each opp's membership end date is the date of the next expected payment. i.e. if you're paying monthly, you only get one month's worth of membership each time. That's more accurate for most clients. And if you set it up that way from the beginning, you don't have to change anything if they stop giving - if next month's payment never gets set to Closed Won, the membership will end.
from gwbase.
Yeah, that's fine too. Really the end date is pretty much arbitrary with recurring because until you cancel you never expire or enter a grace period. I like your idea though because it's cleaner. So we'd still have to program that in because right now in base ALL memberships have the same period (default is 365 days).
Sam Knox
CRM Consultant
[email protected]
206.286.1235x21
The Engagement Party 2012. So much more fun than the wedding reception.
http://www.npoengagementparty.com
-----Original Message-----
From: mscholtz [mailto:[email protected]]
Sent: Tuesday, March 20, 2012 5:57 PM
To: Sam Knox (GW)
Subject: Re: [GWBase] Membership End Date should be set by End Date on Recurring Payment Profile (#54)
Since recurring payments are now each separate opps instead of installments, IMHO recurring memberships should be set up so that each opp's membership end date is the date of the next expected payment. i.e. if you're paying monthly, you only get one month's worth of membership. That's more accurate for most clients. And if you set it up that way from the beginning, you don't have to change anything if they stop giving - if next month's payment never gets set to Closed Won, the membership will end.
Reply to this email directly or view it on GitHub:
#54 (comment)
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Related Issues (20)
- Manage HH: Household button does not work in managed instance HOT 2
- Engagement Tests rely on rollup opps triggers setting boolean to be true
- Lead Converter LeadSource picklist only pulls values from 100 most recent leads
- Mark as Thanked Performs a Deep Clone HOT 1
- Integrate ExactTarget with engagement tracker HOT 2
- new rollup stats for installments & RPP's
- Recurring Payment Profile improvements
- Grant Management: Create a separate custom object for grant reports or deadlines HOT 1
- In Honor Of, In Memory Of Tracking HOT 7
- HH Membership End Dates needs to consider no HH HOT 2
- Batch Code to create Campaign Memberships asynchronously HOT 1
- Add a config setting to make auto HH name formal HOT 2
- Lead Converter: mistaken match to contact, allow creation of new org
- Lead Converter: Add ability to edit the lead inline
- Lead Converter: pagination
- Renamed unused settings
- Primary Contact Roles should default to the Opp & Rollup Setting if the Contact Role by Record Type setting is missing
- Lead converter: Convert fails when lead has time-based workflow HOT 1
- New Household too many rows error
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from gwbase.