When a gift membership is purchased, can I change who receives the member card?

When processing gift memberships, you may need to honor a special request from the gift membership purchaser. This solution contains instructions on how to edit who receives the membership card: the giver or the primary member/recipient of the gift membership. 
As of Altru 4.3, patrons that purchase a Gift of Membership online can indicate whether or not they would like the membership card to be sent to the Primary Member (recipient of the Gift Membership) or to the Giver (whoever is purchasing the membership). There is also a field to enter a gift message on the Membership Web Form.

When a gift membership is processed through Daily Sales, Advanced Sales, or through the back office, there is no option on the data entry forms to enter a gift message or choose where the membership card will be sent. Altru will automatically send the membership card to the gift membership recipient. You can change this after the transaction is complete by following the steps below. You can also follow these steps if an online transaction needs to be changed as well: 
  1. Go to the gift member's membership record. 
  2. Under Recent Membership Transactions, click the drop down arrows beside the gift transaction. Click EditEdit button on membership transaction
  3. In the Edit a membership transaction screen, under Gift details, you can change who the membership card should be delivered to, enter how the gift giver's name should appear in communications to the member, and add a gift message:           Gift details on Edit membership transaction screen
Be sure to view our related solution for instructions on creating separate card processes based on who should receive the card: How to Print Cards for Gift Memberships (94826)

Environment

 3.19

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