Membership Grid and Purchases

How do I purchase memberships on behalf of a constituent?
You can purchase a membership on the behalf of a constituent by navigating to the membership grid, and hovering over the dropdown menu that reads "+new...
Wed, Mar 24, 2021 at 3:32 PM
Where can I see the people that have signed up for a membership?
You can see a list of all the people who have signed up for a membership on the "members" grid. Go to Workspace>General Memberships>Membersh...
Mon, Jul 18, 2022 at 1:10 PM
Do I see membership purchases on my gift grid?
Yes, membership purchases are visible on the gift grid. In order to show only purchases made by members on the gift grid, you can select the 'types...
Thu, Jul 5, 2018 at 11:46 AM
What are the required fields that a member will have to fill out?
In order to purchase a membership, the member must select a level, as well as check the box indicating an acknowledgement of the contents in the document, i...
Thu, Jul 5, 2018 at 11:43 AM
What is the difference between Current Status and Status?
"Status" is the status of that specific membership record, "Current Status" is the status of the member. Status will always display the...
Tue, Feb 1, 2022 at 11:51 AM
Can I remove a constituent that has been accidentally added to a membership?
Go into a record to Memberships.  You will see an unlink icon in the 1st column.  You can unlink anyone who is not a Head Of Household.
Tue, Jun 30, 2020 at 2:15 PM
Can I allow donors to sign up for my emails when they purchase a membership?
Yes, in Membership Settings under the Additional Options section you can turn on “Show email subscription lists.” This will show your email list categories ...
Thu, Jul 9, 2020 at 10:36 AM
What can I do on the Memberships grid?
The main Membership grid has two versions for viewing Membership Transactions. The default view when you first come to the grid is called the Summary view. ...
Tue, Feb 1, 2022 at 12:16 PM
What is the difference between the Summary and Detail Membership grids?
Both the Summary and Detail Membership grids will display information about Membership transactions. However, the default Summary grid will only show the mo...
Tue, Feb 1, 2022 at 12:18 PM
How do I acknowledge a Membership transaction?
After a Membership transaction has been submitted, you can generate a Mail Merge letter to acknowledge it. This Mail Merge letter can allow for specific inf...
Tue, Feb 1, 2022 at 1:40 PM