Membership Grid and Purchases
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
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
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
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
"Status" is the status of that specific membership record, "Current Status" is the status of the member. Status will always display the...
Fri, Aug 18, 2023 at 3:54 PM
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
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
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
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
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