Membership Program Tab

From a membership program record, under the Membership program tab, you can quickly view the total active memberships and any membership alerts — such as the number of membership cards waiting to be printed. Depending on your security rights, you can also enter membership dues, print membership cards, send renewal notices, and run reports.

When you select the "number of" link in the Total active memberships widget on the Membership program tab, the Membership Statuses page appears. This page provides a list of members based on status selected in the Status filter. You can view the primary member, level, and expiration date. You can also view whether the membership was a gift and who gave the gift. If you select the name of a primary member, the Constituent Membership page appears. For information about the Constituent Membership page, see Edit Membership Details.

Note: You can filter the items on this page by level and tier.

If a membership program is no longer in use, you can mark it inactive to ensure it isn't assigned to new revenue or constituents.

  1. From Memberships, select the membership program.

  2. Under Membership tasks, select Mark Inactive.

  3. Confirm changes.

By default, inactive programs are hidden from the Membership programs page. To view them, select Filters, then choose to include inactive programs.

To help you configure Altru to send membership renewal notices through email, the Email Setup page provides a list of required setup tasks. From the Membership program tab, under Renewal Notices, select Email setup. For more information, see Email Setup.