Payment can be entered on the Membership Detail grid or within the Constituent record of the Head of Household or Membership Owner. Once inside their Consti...

On the Membership Summary or Default grid, you will see a blue Pencil and Paper icon on each transaction row on the far left. When clicked, this icon will a...

Renewing a Membership can be done in several ways and doesn’t require any special action. A member or internal user can simply launch the Membership form an...

If you need to process a membership internal on behalf of a constituent, there are two ways to go about it. The first option would be to launch your current...

If you need to remove a Membership transaction, you can delete it by clicking the Trashcan icon that appears on the Membership grid on the same row as the t...

On every Membership transaction, there is an Exp Date that can be used to determine when that specific transaction will expire. You will also find a column ...

Expiration Date or Exp Date will always display the date for the specific transaction you are viewing. Current Expiration Date will always display the date ...

On the Membership grid, there are two Status fields, Status and Current Status. Both fields display different Status values. Below are the descriptions for ...

On the main Member Summary grid find the record for the Membership you wish to add a new constituent to. Select that Membership by clicking on it and the ro...

After a Membership has been purchased/submitted, you are unable to remove the primary or purchasing Constituent from the Membership Transaction. If you need...