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How would you handle the case of organizations & libraries that receive a copy of our quarterly publication? If the organizations are "members" it might be possible to schedule payment reminders and generally keep track of the money, and delivery preferences (online or postal mail). I could create a membership type of "Organization". If they are just "Organization" contacts, not members, I think it fits better in the sense they are not actual persons, but I don't know how you would deal with payments and reminders. Any suggestions appreciated.

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Agree with others that Memberships is way to go. Organisations tend to have someone with fingers who can fill in an 'on behalf of Organisation'-type Membership form. This automatically creates a Permissioned Relationship between the contact person and the Org which can then be utilised for sending out renewal / resubscription reminders.

Note: if you want to rename Memberships as "Subscriptions" then be aware that text strings including words Members or Memberships often in multiple places in the System Template (Membership Receipt) messages. You may be able to fix some of these via Word Replacement but I suspect some need tackling direct in the template - possibly with an 'if' statement if you have some Membership Types for Subs and others for Members

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If you are dealing with money then I would recommend using a membership. There is no requirement or assumption that memberships are for individual contacts only - they can be set for organizational contacts as well. The profile(s) on the Membership signup and renewal form should be set to onclude fields from an organizational contact, or ones related to it.

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  • Agreed - any Org probably has someone with fingers. They can fill in the 'on behalf of' Membership form. This creates a Permissioned Relationship between the contact person and the Org which can then be utilised for sending out renewal / resubn reminders. Note, if you want to call these "Subscriptions" then beware that the string Members or Memberships appears often in the System Template message. You can fix some of these via Word Replacement but think some need tackling direct in the template - possibly with an 'if' statement if you have some Membership Types for Subs and others for Members – petednz - fuzion Jun 10 '15 at 3:41
  • @petednz It would be better to turn your comment into an second answer or edit the existing answer to include that information. The SE definition of comments stackoverflow.com/help/privileges/comment is that they are temporary in nature, so information like you have provided should be in an answer. I know that is not how comments are being used on this site at the moment, but I think we should be moving to that. – JoAnne Jun 11 '15 at 23:29
  • thx for advice joanne – petednz - fuzion Jun 12 '15 at 3:48
  • Agreed, JoAnne. – Joe Murray Jun 13 '15 at 20:56

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