How to Bulk Change Existing Pass Memberships to a New Pass with a different expiration date
RecTrac 3.1.10.19.00
Table of Contents
Problem
We are making changes to our pass structure and would like to update the existing passes that have been issued to a new pass that we have created with different expiration dates. Is there a way we can bulk-change these existing memberships?
Solution
Yes! You will have to create a new pass, then run the Code Conversion utility to merge the old pass code with the new pass code, and finally update expiration dates with Membership Bulk Change.
Steps For Solution
- In RecTrac, go to Pass Management.
- Click Add and create a new pass.
- Once the new pass has been set up to your specific requirements, click Save.
- Go to Code Conversion.
- Set the Conversion Option to Single Record
- Set the Code Type to Pass
- Toggle on Merge Records?
- Select your existing Pass.
- Select the New Pass.
- Click Process.
- Go back to Pass Management
- Click More > Membership Bulk Change.
- Highlight your new pass from the DataGrid
- Set Change Option to New Expire Date.
- Set New Date to the new expiration date
- Click Process
Your existing memberships should now be under the new pass code and have their membership terms extended to the new expiration date.