All articles ContactContact supportSign in Sign up

Help center/Youth Memberships Module/Youth Members

Youth Members

Member Dashboards OverviewWithin the Youth Membership module there are multiple pages that offer all the different information DonorView collects for Youth Members. Here is a list of the menu options: - Members – Displays information on your Members. - Guardians – Displays information on Member Guardians…2 min read What does the Member Grid show?The main Member grid or grid displays all members that have signed up at your organization. For each of those members it then displays the following fields. First Name Last Name Member ID School Year Membership Type Member Since Birthdate Age Expiration Date of days till Expirat…1 min read What can I do on the Member Grid?Similar to other grids in DonorView, the Member grid within the Youth Memberships module allows you to view, create, and manage member data. You can fully customize the grid by choosing which fields are displayed or hidden, adjusting the order of the columns, and applying filter…1 min read How do I create a New Member?There are two different ways to create a new member and which option you choose is based on whether the Guardians are already in the system or not: Add New Member – If the guardians are not in the system then mouse over the "+ New" menu and click, “Member”. This will navigate yo…1 min read How do I delete a member?To delete a Member you will need to be on the Member Dashboard, on each row you will find a trashcan icon. Click this icon to delete that member.1 min read How do I edit a Member’s information?To edit a Member’s data you will need to navigate into the Member’s profile. To launch a profile you can either click on the Member's Last Name on the grid or click on their row and mouse over the "View/Edit" menu and click, "Member Info". Once inside the profile you can edit th…1 min read What are all the different tabs on a Member’s record?There a several tabs on a member’s record that help break up all the information that is stored for them. Here is a breakdown of the different tabs and what information they contain: - Guardians – This tab shows the names and contact information for both the Head of Household an…2 min read What are Member Categories?Just like on the constituent side you can create custom Categories that you can subscribe your Youth Members too. These Categories will make it easier to filter your grids and reports for the specific members you are looking for.1 min read How do I Import a document for a Member?Once inside a Member’s record navigate to the Documents tab by clicking on the “Docs” tab. Once there you will see any documents that were previously uploaded. You will also see a green, “Add Document” button. Click this button and a new document form will appear. On this import…1 min read How do I Import a document for a Member?Once inside a Member’s record you just need to click on the “Docs” tab. Once there you will see any documents that were previously uploaded. You will also see a green, “+ Document” button. Click this button and a new document form will appear. On this import form you can fill ou…1 min read How do I open a Member’s document?Click on the blue text link with the documents name under the “File Name” column. The document will then download onto your device.1 min read How do I delete a Member’s document?Click on the trash can icon on the row for that specific document. You will then need to confirm the deletion.1 min read How do I create an Interaction for a Member?Once inside a Member’s record you just need to click on the “Interactions” tab. Once there you will see any Interactions that were previously created. You will also see a green, “Add Interaction” button. Click this button and a new Interaction form will appear. On this import fo…2 min read How do I open a Member’s Interaction?To open an Interaction you can click on the blue Date/Time text for that interaction or you can select that specific row, which will highlight in blue and then click on the blue, “View/Edit” button.1 min read How do I take attendance in a Member’s Record?On the tab titled, “Attn” in a Member’s record you can enter Site and/or Program attendance for that specific Member. The grid defaults to Site Attendance and you can select a site from the dropdown in the top right corner of the Member’s record. Then you can check the Member in…1 min read How do I look at a Member’s Attendance History inside their Record?Inside a Member’s record there is a tab called, “Attn History”. This tab contains a grid that allows you to select a date range and view the check in and check out times for that Member. You can also track where the check ins and outs occurred. You can’t edit the check ins or ou…1 min read How do I enter Time Tracking for a Member inside their record?Inside a Member’s record there is a tab called, “Time Track.”. This tab allows you to enter records of Time Tracking for this Member. To enter a new record, click the green, “Add Time” button. This will launch a dialog window that allows you to enter the following: Calculate Tim…2 min read How do I enroll a Member?A member can be enrolled in either a Membership School Year or a Program from inside of their Member record. Once inside the record there is a tab called “Enrollment”. On this tab there is a grid that will list any previous enrollments for this Member. The grid will also contain…1 min read How do I view the payment details of an Enrollment inside a Member’s Profile?Inside the profile on the “Enrollment” tab there is a small right facing triangle on each enrollment row. If you click that triangle it will open up another grid with details on all the payments for that Enrollment. It will show: - Payment Date - Amount - Payment Type - Subsidy…1 min read How do I enter a new Payment inside a Member’s Profile?A new payment can be entered either by clicking on the Dollar icon or when you expand the payment details on an Enrollment you will find a “+ Add Payment” button. This button will launch a dialog window that will allow you to enter the following: - Payment Date - Amount - Paymen…1 min read How do I edit an Enrollment inside a Member’s Profile?On the “Enrollment” tab inside the member’s profile you will find a Paper and Pencil icon on each row. Clicking this icon launch a dialog window that will allow you to edit the following: - Enrollment Date - Enrollment Status - Grade - Comments - Session - School1 min read Can I change the Session on a Program Enrollment?Yes you can, if you edit a Member’s Program Enrollment there is a dropdown field for Session. This dropdown will allow you to select another Session within that program and save it.1 min read How do I delete an Enrollment inside a Member’s Profile?On the “Enrollment” tab inside the member’s profile you will find a Trash Can icon on each row. Clicking this icon will completely delete the Enrollment.1 min read Creating Relationships between CRM Constituents and Youth MembersLike Constituents within the CRM, you can also create a Relationship between a Constituent and a Youth Member. The Relationship can be created or edited either on the Relationships tab within the Constituent’s record or on the Relationships tab within the Youth Member’s record.…1 min read