Membership End Date should be set by End Date on Recurring Payment Profile

[samknox]

Just what the title says. If a recurring donation ends, the membership end date on the latest closed opp should also be set to that same date so that the grace period / expire statuses can be set.

[emagnuson]

Related to this idea: https://na4.salesforce.com/ideas/viewIdea.apexp?id=0876000000005db&srPos=1&srKp=087
and this story: https://rally1.rallydev.com/#/3319285785d/detail/userstory/4610996530

[mscholtz]

Since recurring payments are now each separate opps instead of installments, IMHO recurring memberships should be set up so that each opp's membership end date is the date of the next expected payment. i.e. if you're paying monthly, you only get one month's worth of membership each time. That's more accurate for most clients. And if you set it up that way from the beginning, you don't have to change anything if they stop giving - if next month's payment never gets set to Closed Won, the membership will end.

[samknox]

Yeah, that's fine too. Really the end date is pretty much arbitrary with recurring because until you cancel you never expire or enter a grace period. I like your idea though because it's cleaner. So we'd still have to program that in because right now in base ALL memberships have the same period (default is 365 days).

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Sam Knox
CRM Consultant
[email protected]
206.286.1235x21

The Engagement Party 2012. So much more fun than the wedding reception.

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-----Original Message-----
From: mscholtz [mailto:[email protected]]
Sent: Tuesday, March 20, 2012 5:57 PM
To: Sam Knox (GW)
Subject: Re: [GWBase] Membership End Date should be set by End Date on Recurring Payment Profile (#54)

Since recurring payments are now each separate opps instead of installments, IMHO recurring memberships should be set up so that each opp's membership end date is the date of the next expected payment. i.e. if you're paying monthly, you only get one month's worth of membership. That's more accurate for most clients. And if you set it up that way from the beginning, you don't have to change anything if they stop giving - if next month's payment never gets set to Closed Won, the membership will end.

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