Membership Grid and Purchases
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
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
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
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
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
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
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
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
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
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