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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