About Membership web controls

Reference Data Setup

Use the Reference Data to check for the Membership module. Easily keep track of current members through our automatic membership cancellation. Avoid the need to cancel overdue members manually. In order to take advantage of this feature ensure your membership are tracking renewal dates.

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Annual Processing

Create your membership packages for the year ahead through annual processing.

Save time by importing your members (Prospects, Members and Cancelled Members) from one or more existing Membership Packages.

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Create A Membership Package​

• Create a membership structure for contact or organisation

• Automatically generate and maintain distribution lists for electronic communication containing your members and prospects.

• Track renewal dates

• Use Member No. Settings can be used to generate member numbers with prefixes, suffixes, or padding.

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Manage Membership Packages and Members​​

• You can manage your membership packages and your Prospects, Members and Cancelled Members

• Add contacts to your membership package to create members

• Manage members and record information about their payments

• Toggle the Members’ status, or to alter other information about that member’s membership.

• Expire a member and remove them from a package completely.