Altru Ideas

Ability to track benefits received

We have a benefits package that includes a plant & note card set. We are also running a May Membership Drive that includes an additional benefit package and a book. There is no easy way to track if the benefits were picked up when the constituent joined onsite. If a constituent does not pick up their benefits onsite, they are sent a postcard with their membership packet that can be redeemed on a future visit, which is how we handle memberships online or by mail. I think it should be a simple check box option on the membership that indicates "benefits received?" yes or no. To make it even more beneficial - allow it to be a check box for each user defined benefit that is available for that level.

  • Guest
  • May 5 2017
  • Reviewed
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