Expanding Customer records

[Bob Brush 3]

I think programming might be a lot of work, as you would have to change
the internals and also create an interface to interact with the new
info.

My recommendation, and there may be better, would be to create an
invoice for the customer with the date, line item date, and post date
being equal to the date of joining, make the first line of the invoice
and the invoice memo "Joined 3/31/14" or similar, and record it as a $0
invoice.  Later when you run a report you will know everyone's first $0
invoice is when they joined and the invoice memo will usually show on
the report also.

I would probably just put the member type in the notes field of the
customer, but you could be more complicated if you want, for instance
you could create Income:A Members, Income:B Members, Income:C Members
allowing you to split out sales reports on each, but it will make data
entry more cumbersome forever.. :)  

Another way you could hack gnucash would be to use one of the name
fields, you could prefix each customer with a membership type like this
"Premier Member Jones, Rob & Anna" it would sort the customers by
membership type first, you could still search by name, but it might make
entering new invoices a bit cumbersome by having to always type the
prefix.  

You could also list it in the name field, I think this field is optional
anyway, and if you put "Smith, John" as the company field and the name
field it just prints twice on the invoice.  You could also use one of
the address lines.  

Although I will warn that when you color outside the lines you might not
anticipate the future, when we were using quickbooks we had this kind of
issue, so we started using the last line of the address field for cell
phone numbers, it was kind of nice as it printed out this way, but later
when the actual fields were added, we had old names one way and new
names in a different way, made for a lot of fun

We find the notes field on invoices and bills to be the most helpful way
to store any information outside the normal options.  You can record
summary of discussions, samples borrowed, important dates, just about
anything.

-Bob

On Mon, 2014-03-31 at 17:58 +1030, Len in Kapunda wrote:
> Hi, I have one or two questions, that I have not found answers for in 
> the Tutorial nor the other places I have looked.
> 
> I am running GC 2.6.2 on Win8, on a Toshiba Laptop.
> 
>  1. I would liketo use GC for a club with about 70 members.  I would
>     like to add some extra fields to the Customer record, eg date of
>     joining; type of member (three types); and some other internal
>     things.  Is this easy to do?
>  2. When importing from a CSV spreadsheet, how does one align the fields?
>  3. I am slowly working through how to send out their invoices for
>     membership, but that is not urgent just now.
> 
> I welcome any input to my issues.
> 
> Len in Kapunda
> 
> 
> 
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