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Author Topic: Changing membership types - business to individual  (Read 850 times)

tpaul25

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Changing membership types - business to individual
June 09, 2011, 03:53:55 pm
I have a member who originally signed up under his business last year. Now we need him to renew as an individual. Is there a way to do this without building another record? We'd like to see his membership as continuous despite the change in his membership "status". Please advise.

petednz

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Re: Changing membership types - business to individual
June 09, 2011, 11:35:17 pm
try a search for 'membership upsell' = there has been some work to achieve what you want, not sure which version it came out for
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tpaul25

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Re: Changing membership types - business to individual
June 15, 2011, 12:10:23 am
Thanks for the idea. Can't find anything regarding membership upsell. Any other suggestions would be greatly appreciated!

petednz

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Re: Changing membership types - business to individual
June 15, 2011, 12:17:38 am
googling civicrm membership upsell - eg - http://civicrm.org/blogs/stoob/making-most-new-membership-upsell
however not sure how well that covers it if your Individual is inheriting a Membership by dint of a relationship to the Business which 'owns' the Membership
But when you say 'build another record' i get confused as I am not sure if you are talking about 'membership record' or 'contact record'
so sorry if i am not being v helpful (yet)
« Last Edit: June 15, 2011, 12:19:33 am by petednz »
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tpaul25

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Re: Changing membership types - business to individual
June 21, 2011, 06:24:16 pm
I truly appreciate the help. I mean another membership record - I'd just like to see it as one continuous record rather than opening a new membership record.  I'll read over the link and see if I can use the info. Thanks!
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