Membership Grid and Purchases

Can I remove a constituent that has been accidentally added to a membership?
Yes, you can remove a member from a group membership by going to the Membership tab in the purchaser's record. Select the row of the member you wish to ...
Tue, 30 Apr, 2024 at 4:14 PM
How do I add another constituent to an existing group membership?
On the Memberships grid in the default Summary View, find the record for the membership you wish to add a new member to. Select that membership transaction ...
Wed, 1 May, 2024 at 1:42 PM
Can members sign up for emails when they purchase a membership?
Yes, in Membership Settings under the General Content & Display Options section you can turn on “Show email subscription lists.” This will show your ema...
Tue, 30 Apr, 2024 at 4:21 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 Memberships Summary grid you will filter the list to in...
Tue, 30 Apr, 2024 at 6:10 PM
How do I acknowledge a Membership transaction?
After a membership transaction has been submitted, you can generate a mail merge letter to acknowledge it. This mail merge letter can allow for specific inf...
Wed, 7 Aug, 2024 at 10:49 AM
How do I enter payment on pay later membership transaction?
For membership transactions that are not linked to an invoice, payments can be entered on the Memberships grid in the Detail View or within the constituent ...
Wed, 1 May, 2024 at 10:48 AM
How do I edit a membership transaction?
On the Memberships grid Summary or Default View, you will see a blue Pencil and Paper icon on the far left of each transaction row. When clicked, this icon ...
Wed, 1 May, 2024 at 11:07 AM
How do I renew a membership?
Renewing a membership can be done several ways. Your members can renew their own memberships via your membership page. You can set up auto-reminders, send e...
Wed, 1 May, 2024 at 12:37 PM
How do I delete a membership transaction?
If you need to remove a membership transaction, you can delete it by clicking the Trashcan icon that appears on the Memberships grid on the same row as the ...
Wed, 1 May, 2024 at 12:42 PM
How do I find which memberships are about to expire?
On every membership transaction, there is an Exp Date field that can be used to determine when that specific transaction will expire. You will also find a...
Wed, 1 May, 2024 at 12:53 PM