Membership Grid and Purchases
The Memberships grid has two versions for viewing membership transactions. The default view is called the Summary view. Here you can see the most recent mem...
Tue, Apr 30, 2024 at 5:58 PM
Both the Summary and Details Views on the Memberships grids will display information about membership transactions. However, the default Summary View will o...
Tue, Apr 30, 2024 at 7:21 PM
There are a few options for entering a membership on behalf of your constituent. You can create a new membership or renew a membership from the constituent&...
Wed, Sep 11, 2024 at 11:07 AM
You can see a list of all the people who have signed up for a membership on the Membership grid. Go to Workspace> General Memberships > Memberships. H...
Tue, Apr 30, 2024 at 3:06 PM
Yes, membership purchases are visible on the Gifts grid. Membership transactions are identified by the type "Membership." You can filter the grid ...
Wed, May 1, 2024 at 1:46 PM
In order to purchase a membership, the member must select a level and fill out all the registration name and contact information at the bottom of the page. ...
Tue, Apr 30, 2024 at 3:40 PM
"Status" is the status of that specific membership transaction, "Current Status" is the overall status of the member. Status will alway...
Tue, Apr 30, 2024 at 4:08 PM
On the Memberships grid, there are two status fields, Status and Current Status. Both fields display different status values. The Current Status remains the...
Wed, May 1, 2024 at 1:33 PM
Expiration Date or Exp Date will display the date for that specific membership transaction. Current Expiration Date displays the date for the most recent me...
Wed, May 1, 2024 at 1:10 PM
After a membership has been purchased, you are unable to remove the membership owner from the membership transaction. If you need to make a change who owns ...
Wed, May 1, 2024 at 1:00 PM