The membership directory is Latest Members on the home dashboard. Open it to add members, open a record, or start merge and resign work from that list.
My membership renewal did not update after my membership payment
Table of Contents
My membership renewal did not update after my membership payment
Merging Members
Combine a duplicate membership into the record you want to keep.
1. View All
On the home dashboard open Latest Members and click View All.
2. Name
Click the duplicate member Name to open that record.
3. Merge
On the membership page click Merge.
4. Proceed with caution
Read Proceed with caution!! The merge cannot be undone.
5. Choose membership to keep
Select the membership to keep in the list (Name, Prefix, Member No., Email).
6. Confirm merge
Click Delete … and move data to selected member.
7. Merge successful
The kept membership shows Merge successful, associated records now linked to that member.
Resigning members
Mark a membership as no longer current with Resign.
1. View All
On the home dashboard open Latest Members and click View All.
2. Name
Click the member Name to open the record.
3. Resign
In the grey bar click Resign and confirm.
4. Membership resigned
After you confirm, Membership Details shows Date Resigned.
Changing a contact to a member
Restore a resigned contact as a current member from Update.
1. View All
On the home dashboard open Latest Members and click View All.
2. Name
Click the member Name to open the record.
3. Update
Click Update. Clear the resigned date and save.
4. Membership shows
Membership Details shows Date Resigned empty after you save.
Sub-contacts
Link related people from Partner Memberships on the membership page.
1. View All
On the home dashboard open Latest Members and click View All.
2. Name
Click the member Name to open the main record.
3. Link
In Partner Memberships click Link. Select the other membership, then click Link members.
4. Partner linked
Partner Memberships lists the linked member.
