Upgrade/Change of Membership Type by Age

Modified on Thu, 03 Jan 2019 at 11:25 AM

This solution will show you how to run a report for potential Membership Type upgrades by age and then and globally change.

Step-by-Step Process

  • Setup a Print List for Age Analysis. An example you could use is below  - Cust ID (Member No.), Membership Type, Name, Age, Date of Birth

  • Build a Search list for the Membership Type in question ie. Junior U18
    • Add the DOB ‘is before’ enter the date that would make them 18 or over as at the date they would be required to change Membership Type

  • Highlight all Members in List View (click in top left corner)

  • Select Print from the Main Menu
  • Select your previously created Print List ie. Age Analysis
  • Select OK

This will provide you with a report to review the potential changes required

To Global Change their Membership Type

  • Return to Members Main Menu
  • Your list should still appear
  • Highlight all Members you wish to change Membership Type
  • Select Change icon (located bottom of screen)
  • Select Member Type from the drop down menu
  • From field - Select the members current Membership Type ie. Junior U18
  • To field – Select the members new Membership Type ie. Senior
  • Select OK

  • Select Yes - to update the Membership Type for the selected records


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