Membership Grid and Purchases
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
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
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
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
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
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
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
If there are multiple memberships you need to renew you may consider running a batch renewal. On the Membership Summery grid you will filter the listed down...
Tue, 25 Jan, 2022 at 1:25 PM
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
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