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...
Wed, 1 May, 2024 at 3:06 PM
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...
Thu, 2 May, 2024 at 5:36 PM
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 is only available for memberships which expire on a rolling anniversary date, not for hard expiration dates where everyone expires on the same ...
Fri, 3 May, 2024 at 2:54 PM