Memberships

Accessing Membership Records:

Membership records can be accessed from two places:

• The 'Memberships' module from the Main Menu or Sidebar Menu

• On an Organisation record under the 'Memberships' tab
  
  

When accessing the Memberships module it takes you to the memberships list view with the filter 'Active Memberships' selected, showing you current records.

You are able to remove this filter, and apply other default filters available such as:

From the Memberships list you can

• Create new Memberships

• Edit existing Memberships

• Remove existing Memberships
  
  

On a membership record you can edit all the details of the membership or use the buttons to change the membership type, cancel the membership or renew the membership

On the Membership tab of an Organisation you can see basic membership details, there is also a button to add a new membership record for the current organisation