Welcome Andy - Page 2

Danno · 05-21-2002, 01:30 PM

Thanks Andy, it did help, I will wait to hear back from you on the other.

Thanks Again.

Andy · 05-21-2002, 04:15 PM

OK Dan - on the topic of Upgrading and Downgrading an EFT Membership.

You will find a explanation document in the ACT Help Center, from the link above.

or, I know you are a busy man - here is a direct link to the document.

ACT Help Center - Upgrading / Downgrading an EFT Membership

Hope this helps

_________________

Andy Thompson
ACT Business Solutions
Toll-Free 877-777-6717
andy@atso.ca
ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2002-05-21 16:22 ]

Danno · 05-22-2002, 02:37 PM

Andy,

The client profile that I tested this on has two active memberships and I get a error message when I try to run to code.

Any suggestions?

Thank you so much for the link!

Andy · 05-22-2002, 02:47 PM

Right Dan it will not work with both Membership fields currently active.

You would have to expire the other Non-EFT membership - process the upgrade and then put the original back - PAIN

What does the other membership relate to?

Danno · 05-22-2002, 04:13 PM

Hi Andy,

The other membership relates to a exclusive discount card that is purchase by the client. by making a membership item keep the offers exclusive to only the person that purchased the card.

Thank you for your effort, it was a big help.

Andy · 05-22-2002, 04:43 PM

Dan, I am sure you already have done this - build a Sales Code to "reset" the expiry date on the Discount Card Membership.

You just need to set the Membership Variable on the Pkg/Memb tab to "Variable".

A bit of a pain but that will allow you to expire the Discount card (remember the current date) process your EFT upgrade and then put the Discount Card back to the original expiry date.

Let me quess - being able to have more that 2 Membership on a Client - on your Wish List right Danno !!!

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05-21-2002, 01:30 PM	#11 (permalink)
Danno Join Date: Dec 10 2001 Location: Michigan Posts: 46 Rep Power: 0	Thanks Andy, it did help, I will wait to hear back from you on the other. Thanks Again.

05-21-2002, 04:15 PM	#12 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,763 Rep Power: 9	OK Dan - on the topic of Upgrading and Downgrading an EFT Membership. You will find a explanation document in the ACT Help Center, from the link above. or, I know you are a busy man - here is a direct link to the document. ACT Help Center - Upgrading / Downgrading an EFT Membership Hope this helps _________________ Andy Thompson ACT Business Solutions Toll-Free 877-777-6717 andy@atso.ca ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2002-05-21 16:22 ]

05-22-2002, 02:37 PM	#13 (permalink)
Danno Join Date: Dec 10 2001 Location: Michigan Posts: 46 Rep Power: 0	Andy, The client profile that I tested this on has two active memberships and I get a error message when I try to run to code. Any suggestions? Thank you so much for the link!

05-22-2002, 02:47 PM	#14 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,763 Rep Power: 9	Right Dan it will not work with both Membership fields currently active. You would have to expire the other Non-EFT membership - process the upgrade and then put the original back - PAIN What does the other membership relate to?

05-22-2002, 04:13 PM	#15 (permalink)
Danno Join Date: Dec 10 2001 Location: Michigan Posts: 46 Rep Power: 0	Hi Andy, The other membership relates to a exclusive discount card that is purchase by the client. by making a membership item keep the offers exclusive to only the person that purchased the card. Thank you for your effort, it was a big help.

05-22-2002, 04:43 PM	#16 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,763 Rep Power: 9	Dan, I am sure you already have done this - build a Sales Code to "reset" the expiry date on the Discount Card Membership. You just need to set the Membership Variable on the Pkg/Memb tab to "Variable". A bit of a pain but that will allow you to expire the Discount card (remember the current date) process your EFT upgrade and then put the Discount Card back to the original expiry date. Let me quess - being able to have more that 2 Membership on a Client - on your Wish List right Danno !!!

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