Altru Ideas

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When issuing membership cards, if there are 2 cards available per membership level, automatically pull the spouse information in for the 2nd card

When issuing my membership cards, if we've defined that there are 2 cards available per membership level, the system should automatically pull the spouse (or additonal card holders) information in for the 2nd card on the account. Currently you are only offered the option to search the system for 2nd card name. Could Altru give me a way to set a rule to say what the default is?
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  • Jan 4 2016
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  • Randall Rupert commented
    October 24, 2017 15:37

    This method that was implemented has created a problem where the second card or second person on the card may not be the spouse of the primary member. A better way to implement this would be to pull both names from the Membership Record. But the Name Format options are limited to the Relationship fields, like Spouse.

    If I don't find a better way to fix this problem, I'll be submitting a new idea with the potential fix.

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