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Membership Features in Detail
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View a Contact’s Membership:

  • Retrieve the Contact in Contact Management.
  • Click on Memberships link.

 

  • Each Membership Type that the member belongs to is listed as shown below:

  • From this page you can view their Membership data and approve a member’s application.
  • To view the member’s application, click on the abbreviated name of the application, which is displayed in the Application column of the grid.

  • To approve the Application, change the Application Status from Pending to Approved and click  .
  • To reject the Application, change the Application Status from Pending to Rejected and optionally enter an explanation in the Rejection Note then click  .
  • When no changes are made, click  to return to the listing of the Member’s Membership Types.
  • To view the Member’s Membership Information click on the    icon.

 

  • To view the membership order click on Initial Order.  This displays the Order Management page in a separate browser window.  (See the Orders Chapter for additional information.)
  • When finished viewing the Order, close the browser window displaying the Member Management page.

 


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