changing seasons and transferring old pick up and membership type information

Rebecca 's Avatar

Rebecca

24 Dec, 2016 11:30 PM

HI! I am trying to change my season to 2017 and transfer last seasons information like pick ups and membership types. I found this in the thread but am having trouble finding the "Copy from" setting... Thanks!
You can copy member types, pickup locations, custom forms and charges/discounts when you create a new season.
Go to - Member Assembler --> Configure --> Seasons and click on the "New" tab. Type in the name of the new season and then at the bottom of that page there is a "Copy from" setting. Choose which season you want to copy from and then it will let you select which items you wish to copy from the previous season. Once you've made your selections, simply click the "Create New Season" button to complete.

  1. 1 Posted by Rebecca on 24 Dec, 2016 11:33 PM

    Rebecca 's Avatar

    Never mind! I had already created the season but now I see that I need to delete the season and go back and create it again!! Sorry! Thanks!

  2. Support Staff 2 Posted by Mike on 26 Dec, 2016 03:22 PM

    Mike's Avatar

    OK, Rebecca. Glad you found the right spot!

    Happy New Year!
    Mike

  3. Mike closed this discussion on 26 Dec, 2016 03:22 PM.

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