Maintaining your member list

The membership directory is Latest Members on the home dashboard.

Latest Members

On the home dashboard open Latest Members or View All. Click Create to add a membership. Open a record and click Update to edit it.

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

Click Merge. Search for the membership to keep and confirm.

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Mark a membership as no longer current with Resign.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.

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.

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. Search for the other membership and confirm.