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Groundwire / GWBase

A Salesforce application that includes a robust collection of features designed specifically for nonprofits.
http://salesforcehelp.groundwire.org/apps/gwbase
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Membership End Date should be set by End Date on Recurring Payment Profile #54

Open samknox opened 12 years ago

samknox commented 12 years ago

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 commented 12 years ago

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 commented 12 years ago

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 commented 12 years ago

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).

Sam Knox CRM Consultant sam@groundwire.org 206.286.1235x21

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-----Original Message----- From: mscholtz [mailto:reply@reply.github.com] 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.

Reply to this email directly or view it on GitHub: https://github.com/Groundwire/GWBase/issues/54#issuecomment-4608994