Altru Ideas

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Make auto-renewal information more visible on constituent records

The only way to currently note whether a member is set up for auto-renewal is to click into their membership detail page. This information should clearly visible on their constituent record homepage. This idea is to implement at least one of the below options to help Altru users spot auto-renewal members.
1. Whenever someone signs up for auto-renewal members, automatically add a constituency code called "Auto-Renew Member". 
2. Add "Auto-Renewal" callout on the Membership tile on a constituent's homepage, rather than only on their Membership detail page. 

 

If you have other suggestions to make it more clear that a member is set up for auto-renewal, please share in the comments!

  • Michelle Wallace
  • Nov 28 2018
Membership
  • Attach files
  • Gail Vincent commented
    August 19, 2022 21:43

    I actually need to know HOW the member had auto-renew turned on (back office, online transaction by member, etc.). We occasionally have members claim that they did not choose to automatically renew and we don't have the "receipts."

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