2-member Membership is only issuing one card in Advance Sales

You may occasionally come across a 2-card membership only issuing a single card when they renew. You might see that when a member is added to a membership between renewals, they won't have a card issued if you go through Advance Sales.
We are currently evaluating this issue and will update this article as we learn more.

In the meantime, to make sure we have both cards issues in Advance Sales:
  1. Go to Sales>Advance Sales, find the constituent, and click Renew or Rejoin next to the proper Membership at the bottom
  2. Click the membership line in Advance Sales
  3. Click Edit at the top right. From this new window, we could edit the Members Receiving Cards.
  4. Click the Members Receiving Cards tab, and make sure both members are listed. If not, add the second card with the proper name.
Alternatively, we could also process these renewals through Daily Sales:
  1. Go to Sales>Daily Sales
  2. Search for the constituent at the top left, and then click the Memberships... button.
  3. Find the proper program and click to Rejoin or Renew the membership.
  4. A Membership Window will appear. Click the Members Receiving Cards tab.
  5. Make sure both members are listed. If not, add the second card with the proper name.
It's also possible to renew these memberships through the back office:
  1. Do a constituent search for one of the members on this membership card. 
  2. On the constituent record, click the name of the Membership Program in the membership tile.
  3. From the membership record, click Upgrade Now
  4. This will open up the back office Membership purchase window. Fill out the information, and make sure to fill out the section Which Members Should Receive a Card?
  5. Save the record.
Finally, if you've already completed the transaction, we could go back in and issue the extra card for the missing member.
  1. Go to the constituent record and click the name of the membership under the Membership Tile. 
  2. Click Issue New Card, fill out the information and click Save.
  3. Go to Memberships, click the membership name, and click to Print Membership Cards.
  4. Select the proper process name, and then click Start Process at the top left. 
  5. Click to either Download the output or Print directly from the results. 

Steps to Duplicate

  1. Go to Sales>Daily Sales and sell a membership that includes 2 members.
  2. Do a constituent search for a member, click the Membership in the membership tile.
  3. Click Edit Members and remove one member. Click Save and then Edit members again to add them back.
  4. Go to Sales>Advance Sales. Search for the primary member.
  5. Click Renew next to this membership and then add a payment.
  6. Complete the transaction, go to the Membership Record again and see that only one card was issued.

Environment

 Altru Arts & Cultural

Was this article helpful?