Sumac 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 ...
Using Search Builder to find all contacts who might be linked to the same membership record
When trying to find contacts who have memberships matching assorted criteria, you can use Search Builder to find contacts who are listed in the Member field, or the Member 2, 3, 4, 5, 6 or Billing Contact fields of their corresponding membership ...
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 ...
How does Sumac handle family memberships?
There are a couple of ways you could approach it: 1) You could store the Family itself as the contact with the membership, and also create contact records for each of the other individual family members, then use relationships to link the individuals ...