I currently mail-merge in Word from my Access db. I use this to print our annual membership cards which have date of joining on them. It records when the automatic reminders were sent and the (one) repeat reminder I send in the db. Also I send an html email with club logo etc acknowledgement via Word mail-merge on receipt of new or renewed membership and I record on the db that it has been sent also when the (postal) membership pack goes out. I find having these reassuring which is, I suppose a reflection that I haven’t got total confidence in my unprofessional programming!
I am a little uncertain how much functionality is on the live system that is not reflected in Pegasus (or rather that I can’t find) so my questions are:
Is there a saved date-of-joining field (as I can’t see it in the backup)?
Your specification says that renewals are automatically sent. Is the date saved? How many reminders does the system send out?
Hello and thank you for taking the time to evaluate CROSSMEMBER.
To answer your questions: Joining Date – Yes, the joining date is saved to the database. On the download that would be used to create your membership cards it is not currently included – but it would be very simple to add it in.
Renewal Reminders – This is part of the configuration of CROSSMEMBER for your club, so you can choose when they start and how often they are sent. The parameters are: How many months before expiry should reminders be sent. How many days between reminders.
With these two parameters you can (say) configure CROSSMEMBER to send out automated emails from 2 months before expiry, every 10 days until they either lapse or renew their membership. Yes the date that the last reminder was sent is saved.
I hope that answers your question, do let me know if you have anymore.