Membership Grid and Purchases

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 membership grid, and hovering over the dropdown menu that reads "+n...
Wed, 24 Mar, 2021 at 3:32 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 "members" grid. You can find this by first navigating to "g...
Wed, 24 Mar, 2021 at 3:33 PM
Do I see membership purchases on my gift grid?
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...
Wed, 24 Mar, 2021 at 3:34 PM
What is the difference between Current Status and Status?
Status will always display the status for the specific transaction you are viewing. Current Status will always display the status for the most recent Member...
Wed, 2 Feb, 2022 at 2:14 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, as well as check the box indicating an acknowledgment of the contents in the document, ...
Wed, 24 Mar, 2021 at 3:34 PM
Can I remove a constituent that has been accidentally added to a membership?
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.
Wed, 24 Mar, 2021 at 3:35 PM
Can I allow donors to sign up for my emails when they purchase a membership?
Yes, in Membership Settings under the Additional Options section you can turn on “Show email subscription lists.” This will show your email list categorie...
Wed, 24 Mar, 2021 at 3:35 PM
How to I generate a Batch Membership Renewal?
If there are multiple memberships you need to renew you may consider running a batch renewal. On the Membership Summary grid you will filter the listed down...
Mon, 18 Jul, 2022 at 1:14 PM
What can I do on the Memberships grid?
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. ...
Thu, 3 Feb, 2022 at 9:13 AM
What is the difference between the Summary and Detail Membership grids?
Both the Summary and Detail Membership grids will display information about Membership transactions. However, the default Summary grid will only show the mo...
Thu, 3 Feb, 2022 at 9:14 AM