Membership Grid and Purchases

What is the Membership ID?
The Membership ID is a unique value assigned to each membership transaction. The ID will always have a “CM-“prefix which is followed by a number going up fr...
Wed, May 1, 2024 at 1:52 PM
Internal Membership Entry
To enter a membership transaction on behalf of a constituent using the Internal Entry form, you can navigate to Workspace > General Membership > Membe...
Wed, May 1, 2024 at 2:58 PM
Membership Transfer
After submission of a membership transaction, the  Head of House (HOH) or membership owner record can be transferred from one constituent to another in 2 di...
Thu, May 2, 2024 at 1:25 PM
Membership Renewals
Default Renewal Settings:   By default, for a membership transaction to be identified with the Status of Renewal an existing constituent with a membership...
Thu, May 2, 2024 at 5:37 PM
Membership Renewal Grace Period
Under your Account Settings click on the Option section and you will find a setting in the third row called, Membership Renewal Grace Period (Days). A grace...
Thu, May 2, 2024 at 5:39 PM
How does the auto renew feature work for memberships?
Auto-renewal is only available for memberships which expire on a rolling anniversary date, not for hard expiration dates where everyone expires on the same ...
Fri, May 3, 2024 at 2:54 PM