Membership Grid and Purchases

What do the different Member Statuses mean?
On the Membership grid, there are two Status fields, Status and Current Status. Both fields display different Status values. Below are the descriptions for ...
Mon, 23 May, 2022 at 4:07 PM
How do I add another constituent to an existing group Membership?
On the main Member Summary grid find the record for the Membership you wish to add a new constituent to. Select that Membership by clicking on it and the ro...
Fri, 4 Feb, 2022 at 9:40 AM
What is the Membership Profile ID?
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 ...
Fri, 4 Feb, 2022 at 9:45 AM
What is the Membership ID?
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...
Fri, 4 Feb, 2022 at 9:46 AM
Internal Membership Entry
To enter a membership transaction on behalf of a constituent using the Internal Entry form, you can navigate to Workspace>Membership>Memberships. Once...
Thu, 5 Jan, 2023 at 4:20 PM
Membership Transfer
After submission the  Head of House (HOH) or Owner of a Membership record can now be transferred from one Constituent to another in 2 different places withi...
Mon, 20 Feb, 2023 at 9:34 AM
Membership Renewals
By default for a Membership to be counted as a "Renewal" under it's Status an existing Member Constituent needs to submit a new purchase of th...
Tue, 23 May, 2023 at 3:06 PM
Membership Renewal Grace Period
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)”. When ...
Mon, 17 Jul, 2023 at 10:51 AM