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 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