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 "...
Thu, 5 Jan, 2023 at 4:02 PM
Yes, membership purchases are visible on the Transactions grid. In order to show only purchases made by members on the Transactions grid, you can select the...
Thu, 5 Jan, 2023 at 4:06 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 Summary grid you will filter the listed down...
Mon, 18 Jul, 2022 at 1:14 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