When attempting to upgrade Contribution based memberships using the Membership contribution process, a user may notice that some memberships are not upgraded correctly. Memberships that should be upgrade into higher terms on the same level or higher terms on a different level, are not upgraded successfully.
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.
Steps to Duplicate
1. Log-in. 2. Go to Membership and click Add. What kind of membership program is this? Annual How do people obtain this membership? Contributions based How many membership terms does your programe have? Multiple terms Terms and Levels tab: Enter 4 Terms: 1 year, 2 year, 3 year, 4 year Enter 2 Levels Prices tab: Enter amounts going up in $10 increments for each level going up in term (make sure the second level term prices are going up and higher than the first levels prices) Contributions tab: Count giving activity of these types: Payments for donations, pledges, recurring, and planned gifts. Can multiple revenue transactions count toward a membership? No, only a single revenue transaction counts What happens if they give more? as additional revenue When does the membership expirt? The transaction date of the gift Renewals tab: Renewal window starts: at start of membership Renewal window ends: 0 months after expiration Revenue received during this time counts toward a: rejoin 3. Save. 4. Go to Constituents and add an individual. 5. Add a payment for the amount of the First Term in the First Level. 6. Go to Memberships, Membership contribution process, and click Add. Enter a Name and select your specific program. Save. 7. Start your Process. 8. Go to your Constituent and, on the Memberships tab, notice they have a Membership for the First Level - Term 1. 9. Add another payment for the amount of the Second Level, First Term. Save. 10. Go back to Memberships, Membership contribution process, and run your process. 11. Go to your Constituent and notice they now have a Membership for the Second Level - Term 1. - There are two problems you will run into: * The process only seems to work when upgrading from Level 1 to Level 2 - Term 1 ** If you try to upgrade them from Level 1 - Term 1 to any other Term on that same level it will not work. *** If you try to upgrade them from Level 1 to any HIGHER TERM on Level 2 the process will not work.