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