Membership Grid and Purchases

How do I enter payment on an unpaid Membership?
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...
Tue, Feb 1, 2022 at 1:45 PM
How do I edit a Membership?
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...
Mon, Jun 13, 2022 at 12:39 PM
How do I renew a Membership?
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...
Tue, Feb 1, 2022 at 2:33 PM
How do I process a Membership on behalf of a constituent?
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...
Tue, Feb 1, 2022 at 2:34 PM
How do I delete a Membership?
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...
Tue, Feb 1, 2022 at 2:37 PM
How do I find which Memberships are about to expire?
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 ...
Tue, Feb 1, 2022 at 2:42 PM
What is the difference between the Current Expiration Date and the Expiration Date?
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 ...
Tue, Feb 1, 2022 at 2:43 PM
What do the different Member Statuses mean?
On the Membership grid, there are two Status fields, Status and Current Status. Both fields display different Status values. Below are the descriptions for ...
Mon, May 23, 2022 at 4:06 PM
How do I add another constituent to an existing Group Membership?
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...
Tue, Feb 1, 2022 at 2:55 PM
How do I remove a constituent from an existing Group Membership?
After a Membership has been purchased/submitted, you are unable to remove the primary or purchasing Constituent from the Membership Transaction. If you need...
Fri, Feb 4, 2022 at 9:27 AM