13:04:47 [Kent] Back office membership entry, with change of level issue
13:05:08 [Staci Torrey] Hi Kent! This is Staci with Blackbaud Customer Support.
13:05:11 [Staci Torrey] I hope you're doing well today. How can I help?
13:06:17 [Kent] When renewing a member that is changing from a level that includes children to a level that does not include children, the payment entry prompts an error: Data could not be saved.
The number of children may not be larger than 0.
13:08:05 [Kent] I can easily make the edit to the prior membership level to change the number of children to zero with my back office entry rights but Daily Sales folks are snagged when they encounter such an error. I'm suggesting a programming update that is smart enough to avoid that error when a member is changing levels from with kids to without kids.
13:10:15 [Staci Torrey] Right, when you're trying to upgrade a member in Daily Sales, you've given an error there as well. It is "please enter a valid NUMBEROFCHILDREN", correct?
13:11:00 [Staci Torrey] The user would need to go through the same process to edit the existing membership to change the number of children to be 0 before upgrading, but you're hoping to see functionality added to Altru so that it automatically changes the number of children to 0 for you, correct?
13:13:07 [Kent] That's right.
13:13:49 [Kent] By forcing the edit to zero, the history of the previously populated number of children is lost. There should be a better trail.
13:15:03 [Staci Torrey] I definitely understand, this is preventing you from seeing the accurate history for the member. I would recommend adding this as an Idea on the Altru Community page here: https://community.blackbaud.com/products/altru/ideas
13:15:40 [Staci Torrey] Adding an Idea is an opportunity to have a voice in the product development process based on real-life needs.
13:16:21 [Kent] Thank you. I'll copy from the chat message email and add to the community page.
13:16:30 [Staci Torrey] Sounds good! Was there anything else I could help with?
13:16:40 [Kent] That's it for now.
13:16:47 [Staci Torrey] Have a great rest of your day, Kent!
