Account Name Change in Sugar Notification and Membership type change tracking.
Background
Two pieces to this ticket:
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Jon Stark has set up notification for the Finance team that sends an e-mail when the Billing Address, Mailing Address or billing contact is updated in Sugar. This information does automatically push from Sugar to Intacct. However, it does not push to recurring transactions set up in Intacct for Yearly Membership Fee renewals. The notification serves as a prompt for the finance team to update the recurring transaction with updated information for the next yearly billing. This feature has worked great though we have realized that we need an additional notification. We would like receive a similar notification for any updates to Account names in Sugar to act as a prompt to update recurring transactions.
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The membership team along with the finance team is looking for a way to track changes in Membership type. We currently for not have a report to track this but with the recent trend in migration from Members to Sponsored Members we feel it is important to be able to track these changes.
Definition of done
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Knowledge base reviewed and updated -
Include a link to the workflow Sugar docs, in addition to describing why we use workflows, and which workflows are currently implemented
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Acceptance criteria met -
Set up report in Sugar to document changes to membership type -
Set up workflow in Sugar to send a notification when someone makes a membership name change
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