Membership Grid and Purchases
The Membership Profile ID is a unique number assigned to each constituent as they become a member. This number will stay with the constituent and be listed ...
Wed, 1 May, 2024 at 1:50 PM
The Membership ID is a unique value assigned to each membership transaction. The ID will always have a “CM-“prefix which is followed by a number going up fr...
Wed, 1 May, 2024 at 1:52 PM
To enter a membership transaction on behalf of a constituent using the Internal Entry form, you can navigate to Workspace > General Membership > Membe...
Thu, 24 Oct, 2024 at 10:49 AM
After submission of a membership transaction, the Head of House (HOH) or membership owner record can be transferred from one constituent to another in 2 di...
Thu, 2 May, 2024 at 1:26 PM
Default Renewal Settings: By default, for a membership transaction to be identified with the Status of Renewal an existing constituent with a membership...
Mon, 12 Aug, 2024 at 9:41 AM
Under your Account Settings click on the Option section and you will find a setting in the third row called, Membership Renewal Grace Period (Days). A grace...
Thu, 2 May, 2024 at 5:38 PM
Auto-renewal can be set be set in the Membership Setup tab for any membership page. Select Enable Auto-Renewal to YES. A box will appear above the regist...
Mon, 29 Jul, 2024 at 5:32 PM
For customer who collect payment upfront for their memberships but need those payment to display broken out across the duration of the membership you c...
Mon, 22 Jul, 2024 at 9:42 AM
A thank you email with transaction information is sent automatically for memberships entered through a membership page. You can edit this thank you email on...
Wed, 7 Aug, 2024 at 9:22 AM