When adding a Lifetime Membership from a BBIS Membership Dues Batch, there is no exception thrown if the Constituent is already a member of that Lifetime Membership Program. If you review the ‘Payment option’ and ‘Paying for’ column notice that the field produces a numerical value. If you attempt to manually add the same Lifetime Membership in the CRM Membership Dues Batch, an exception is received: This Constituent is already a member of this membership program and the program does not allow multiple memberships from the same constituent. Notice that the ‘Paying for’ and ‘Payment option’ columns display correctly.
We're currently evaluating this issue for a fix in a future release.
Steps to Duplicate
Prerequisite: The constituent must have an existing Lifetime membership in CRM where the payment was paid in full.
1) In BBIS register for a Lifetime membership where the Single option is “Pay in full” (donor is not logged into BBIS, but there was an exact match on address and email record in CRM). 2) Under Web Transaction, download the BBSI Membership transaction. 3) Go to Admin > Batch > Batch Entry and search for the BBIS Membership batch brought in from BBIS. 4) Ensure the constituent auto matches correctly to the existing constituent in CRM 5) Notice that the columns “Paying for” and “Payment option” produce a 9 & 1 value. There is no exception to state that the donor already has a Membership of the same program and level. 6) If you manually enter the same membership into batch In CRM, you will receive the exception error: This Constituent is already a member of this membership program and the program does not allow multiple memberships from the same constituent.