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Membership Dues

Hello all,

Searched a bit but didn't see this question addressed on the forums yet.

For reference, we're a public media organization. We use Membership Categories to allow constituents to show interest and support for our TV or FM services and to join a Premier Circle level of sponsorship.

Upon importing a gift record, we are finding that for constituents with multiple active Membership Categories (TV, FM, and/or Premier Circle), the Current Dues for all categories is being updated to the imported gift amount. We would prefer it only update the appropriate Category based on the data entered during the Membership processing window. I.E. if the recent gift was made to our FM fund, then only their FM membership Dues should be updated.

Can this be done?

Thanks,

-Matt

1 Comment

Hi Matt,

In order to better assist I would like to test with your data file and IOM profile. To send the profile:

* IOM Configuration
* Profiles tab
* Highlight the profile you are using
* Right click on its name and choose to export
* Send me the .xml file that is created to support@omaticsoftware.com
* It will be named in this fashion: IOM_Profile_Export_.xml

Thank you,
Amanda
Omatic Support
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