Membership Grid and Purchases

What is the Membership ID?
The Membership ID is a unique value assigned to each membership transaction. The ID will always have a “CM-“prefix which is followed by a number going up fr...
Wed, May 1, 2024 at 1:52 PM
Internal Membership Entry
To enter a membership transaction on behalf of a constituent using the Internal Entry form, you can navigate to Workspace > General Membership > Membe...
Wed, May 1, 2024 at 2:58 PM
Membership Transfer
After submission the  Head of House (HOH) or Owner of a Membership record can now be transferred from one Constituent to another in 2 different places withi...
Mon, Feb 20, 2023 at 9:24 AM
Membership Renewals
By default for a Membership to be counted as a "Renewal" under it's Status an existing Member Constituent needs to submit a new purchase of th...
Tue, May 23, 2023 at 3:03 PM
Membership Renewal Grace Period
Under your Account Settings click on the Option section and you will find a setting in the third row called, “Membership Renewal Grace Period (Days)”. When ...
Mon, Jul 17, 2023 at 10:55 AM