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TOPIC:

Treasurer Function - Dues - Track Payments - Not Renewing 6 years 3 months ago #71870

JimRobison
Topic Author
Offline
Junior Member
Posts: 33
Thank you received: 4

I greatly appreciate having the Dues tracking function and invoicing, and have made use of it for both my clubs.
The one step that would be the biggest improvement for me, would be to add a column for "Not Renewing".
Often I will have someone who is a paid member for the current dues period, but who will not be renewing for the next dues period.
If someone leaves the club, I move them to the Former Members list and then there is no issue. But if they intend to remain in the club until the current period ends, I don't want to move them out of the Members list.
When this becomes an issue, is when I send follow up messages. If a member has not yet paid, I don't want to send them a follow up if I know they are not going to renew, and I don't want to flag them as Paid, because I also sometimes send a follow up message to the Paid members thanking them for the fact that they are already paid.
So, a column to flag a member as "Not Renewing", and people with that flag do not get either of the follow up messages, would be helpful to me.

thanks,

jim
Club 31 and Club 875188

www.portlandtoastmasters.org = 31.toastmastersclubs.org
www.progressivestoastmasters.org = 875188.toastmastersclubs.org
rosecitytoasters.toastmastersclubs.org = 944247.toastmastersclubs.org/
District 7 District Director 2023-24

The following user(s) said Thank You: SteveTheTechie

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Treasurer Function - Dues - Track Payments - Not Renewing

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TOPIC:

Treasurer Function - Dues - Track Payments - Not Renewing 6 years 3 months ago #71870

IMPORTANT INFORMATION -- Please read!