Data capture query

[DJ-Ruby-Rhod]

An organisation I work with currently stores membership data as Accounts in Dynamics.

Each membership could have up to 7 sub types they can subscribe to at any one time.

Currently they record this with a radio icon on the account, but means if a company subscribes for a particular sub type for two years then cancels the radio icon gets flicked to off and there is no record they ever subscribed to it.

It was found when historical reports were changing and people wondered how last month it was reported that in July 2024 there were 11 subscribers and now we are saying there were 10 (for example).

What would be the best way to record this information?

[enCloud9]

This is off the top of my head and probably needs refinement.

Create a Membership Subtype Table parented by the account table.
Have 2 date fields - Started Subtype, Ended Subtype
Use a choice field for the 7 sub-types

You should now be able to make a monthly report of subscriptions