Membership Grid and Purchases

How can I use the Memberships grid?
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, 30 Apr, 2024 at 6:03 PM
What is the difference between the Summary and Details Views on the Memberships grid?
Both the Summary and Details Views on the Memberships grids will display information about membership transactions. However, the default Summary View will o...
Tue, 30 Apr, 2024 at 7:23 PM
How do I purchase memberships on behalf of a constituent?
You can purchase a membership on the behalf of a constituent by navigating to the General Membership Module > Membership grid, and hovering over the drop...
Tue, 30 Apr, 2024 at 2:58 PM
Where can I see the people that have signed up for a membership?
You can see a list of all the people who have signed up for a membership on the Membership grid. Go to Workspace> Memberships > Memberships. Here you ...
Tue, 30 Apr, 2024 at 3:06 PM
Do I see membership purchases on my Transactions grid?
Yes, membership purchases are visible on the Transactions grid. Membership transactions are identified by the type "Membership." You can filter th...
Tue, 30 Apr, 2024 at 3:16 PM
What are the required fields that a member will have to fill out?
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, 30 Apr, 2024 at 3:41 PM
What is the difference between Current Status and Status?
"Status" is the status of that specific membership transaction, "Current Status" is the overall status of the member.  Status will alway...
Tue, 30 Apr, 2024 at 4:08 PM
What do the different membership statuses mean?
On the Memberships grid, there are two status fields, Status and Current Status. Both fields display different status values. The Current Status remains t...
Wed, 1 May, 2024 at 1:33 PM
What is the difference between the Current Expiration Date and the Expiration Date?
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, 1 May, 2024 at 1:10 PM
How do I remove a constituent from an existing group Membership?
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, 1 May, 2024 at 1:00 PM