contacts as memberships that need annual renewal?


M

monica_frazier

I need to track contacts as memberships that renew annually.
Because our memberships are "individual" or "family" memberships I need to
be able to have additional (searchable or in reports) information regaurding
someones "family" memberships. Multiple people injoying 1 annual renewal fee!
I some cases 1 membership "contact" may need to contain 3 or 4 phone numbers
and/or email addresses because only 1 of the 4 family members actively
attends events, and I need to reach them.
Any suggestions on how to best organize this information?
Current information is in excel and lacks detaqil was hoping to improve.
 
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F

Flexdog

OA2008 (I don't recall functs for 2007)
A 'customer' can have multiple contacts, also there are user-defined-fields
avail.

But if you are looking for a master account associate with 1 or more
memberships, eg. individual, family, group, company... well, employ Access to
track hiearchy
 
C

Chris Schatte

Hi Monica,
You can set Invoices that recur to your specifics. These will show the
"Primary" contact. You can add others "family" but you would need to select
these manually by opening the customer. There is no report for this option.
Just an option you might try:
http://office.microsoft.com/en-us/officelive/FX101465131033.aspx

Chris Schatte
--
Accounting 07:
http://www.microsoft.com/office/com...dg=microsoft.public.sba.general&lang=en&cr=US
My spaces blog:
http://ms-sba-user.spaces.live.com/
Office Accounting 2007
 
M

monica_frazier

Yes I finially figured out on my own that the best place was to add family
members as a contacts.
So I modified a "statement" layout especially for membership renewals.
And input a customer invoice with a due date of 30 days prior to their
renewal date.
But when I go to print statements they are not sorted by due date it just
shows that they are open. So if every member was an open invoice I would have
to open each one to see which ones I needed to print and send.
This doesn't seem real practical. It's possible that I wont be able to use
the accounting software to keep track of membership renewals.
MOA exports to Excel beautifully but I haven't seen a way to customize
imports as readily. At this point I am using a trail version and attempting
to organize it to hold all of our "IRS needed information" with membership
renewals aren't actually a part of, so maybe I should just use a simple
Access Membership database to worry about memberships?
 
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C

Chris Schatte

Ok, so you have seen that OA is a daily used accounting software perty much.
You can modify/adapt all you want but you have to use it manually.
You have to basically remember the beginning invoice number starting point
to batch print from. Practical, depends on how often you use it. Granted, and
would be a great feature if you had a Reminder to "Print Invoices" that
started where you last processed.
Yes the lack of import from Excel per data item is extremely limited. If you
want more options be specific per post as a suggestion.
Have you looked at the included sample service company?

Chris Schatte
--
Accounting 07:
http://www.microsoft.com/office/com...dg=microsoft.public.sba.general&lang=en&cr=US
My spaces blog:
http://ms-sba-user.spaces.live.com/
Office Accounting 2007
 

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