Membership Management
How to set up Group Memberships
Group memberships handles family, company and group memberships. As of March 2023, the hard limit of 5 members contacts per membership has been removed. Set up Group Memberships First, go to Customize Database and select Field Values. Go to ...
How to create Membership Types and Benefits
If you have a Membership program you likely have different levels of memberships such as Adult, Senior, Student and Family. Each Membership Type likely has a different fee associated with it. Your organization may also offer different benefits for ...
How to add a New Member
Every member of your organization must be a contact in your database before you can record their membership information. In this scenario, Brian Medley would like to purchase a membership. First search your Contact List to see if Brian is already a ...