Memberships Page

On the Memberships tab of the constituent record, you manage memberships for the constituent. This tab displays all memberships for the constituent, along with basic membership information for each one, such as membership program name, level, status, and the names of the members. The tab also includes the membership expiration date and quick links to renew the membership, to add an interaction, and to issue a membership card.

You can select on the name of the program for each membership on the tab to access the membership page with more detailed information about the membership.

On the Membership page, you view all the information about the membership for the constituent. This includes information such as the membership program and level, member ID, status and type, member since date, and the membership level terms. Depending on your security rights and system role, you perform functions to manage the membership such as add or renew a membership and cancel a membership.

Tip: Organizations, individuals, groups, and households can join memberships. When a household joins a membership, the membership information additionally appears for an individual in the household. The opposite applies. When an individual joins a membership, if the individual is a member of a household, the membership information additionally appears for the household.

The Membership page for a constituent also contains key information you need to know about the member and the membership, such as the member's primary contact information, quick links to add an interaction or renew the membership, and lists of recent member activities and membership transactions. You can also view lifetime giving information for the constituent, as well as other memberships for the constituent. You can view a list of benefits and recently sent items, which includes membership cards. You can also view documentation for the member. In addition, you can view or edit the comments or transaction notes from the membership transaction, as well as the current add-ons for the membership.

If the constituent paid with a credit or debit card and wanted the membership to automatically renew, the Flagged for auto-renew icon appears in the main summary section.

Note: You can send renewal notices from the Membership Mailings page.

Note: You can send renewal notices as appeals from the Mailings tab in the Appeals task in Marketing and Communications.