Difference between revisions of "Change Membership Status"

From Support Wiki
Jump to: navigation, search
(Change Membership Status)
(Membership Status Descriptions)
 
(5 intermediate revisions by 2 users not shown)
Line 3: Line 3:
 
==Membership Status Descriptions==  
 
==Membership Status Descriptions==  
  
'''Active''' – member that receives all membership benefits. Active members are also categorized by their website package as either Enhanced or Basic:
+
'''Active''' – Member that receives all membership benefits. Active members are also categorized by their website package as either Enhanced or Basic.
  
'''Enhanced (or Gold):''' Active member; has been upgraded to a higher level; benefits may include enhanced web display options, discounted rates for job postings and hot deals. (Only available when the Marketing Package has been added)
+
'''Enhanced:''' Active member; has been upgraded to a higher level; benefits may include enhanced web display options, discounted rates for job postings and hot deals. (Only available when the Marketing Package has been added)
  
 
'''Basic:''' Active member with basic benefits.
 
'''Basic:''' Active member with basic benefits.
  
'''Courtesy:''' Member with same features as basic member but has a separate distinction in reports and lists; usually used to indicate a member given a courtesy (free, gratis) membership
+
'''Courtesy:''' Member with same features as basic member but has a separate distinction in reports and lists; usually used to indicate a member given a courtesy (free, gratis) membership.
Non-Member: Member with same features as basic member but has a separate distinction in reports and lists; usually used to indicate a company that is not a member but may need to receive communication and be tracked within the database.
+
 
 +
'''Non-Member:''' Usually used to indicate a company that is not a member but may need to receive communication and be tracked within the database.
  
 
'''Prospective:''' Member with same features as basic member but has a separate distinction in reports and lists; usually used to indicate a potential member that you are soliciting to become a member; may easily be upgraded to an active member.
 
'''Prospective:''' Member with same features as basic member but has a separate distinction in reports and lists; usually used to indicate a potential member that you are soliciting to become a member; may easily be upgraded to an active member.
  
 
'''Dropped/Suspended:''' Was once a member but was dropped for some reason. Information is still available on this member through reports and lists; may be reinstated as an active member if desired.
 
'''Dropped/Suspended:''' Was once a member but was dropped for some reason. Information is still available on this member through reports and lists; may be reinstated as an active member if desired.
 
  
 
==Change Membership Status==
 
==Change Membership Status==
Line 21: Line 21:
 
#Click the desired status.
 
#Click the desired status.
 
#Click '''Save'''.
 
#Click '''Save'''.
'''Note:'''If the '''Dropped/Inactive''' status is selected, a Drop Member Options window will display. See Drop a Member for more information.
+
'''Note:''' If the '''Dropped/Inactive''' status is selected, a Drop Member Options window will display. See [[Drop a Member]] for more information.
 +
 
 
[[File:MemberManagement.1.20.1.jpg]]
 
[[File:MemberManagement.1.20.1.jpg]]

Latest revision as of 07:42, 15 July 2016

Membership status enables certain features and selections within the software and designates a distinction within reports and lists.

Membership Status Descriptions

Active – Member that receives all membership benefits. Active members are also categorized by their website package as either Enhanced or Basic.

Enhanced: Active member; has been upgraded to a higher level; benefits may include enhanced web display options, discounted rates for job postings and hot deals. (Only available when the Marketing Package has been added)

Basic: Active member with basic benefits.

Courtesy: Member with same features as basic member but has a separate distinction in reports and lists; usually used to indicate a member given a courtesy (free, gratis) membership.

Non-Member: Usually used to indicate a company that is not a member but may need to receive communication and be tracked within the database.

Prospective: Member with same features as basic member but has a separate distinction in reports and lists; usually used to indicate a potential member that you are soliciting to become a member; may easily be upgraded to an active member.

Dropped/Suspended: Was once a member but was dropped for some reason. Information is still available on this member through reports and lists; may be reinstated as an active member if desired.

Change Membership Status

  1. On the General tab, click the Membership Status arrow in the Additional Information area.
  2. Click the desired status.
  3. Click Save.

Note: If the Dropped/Inactive status is selected, a Drop Member Options window will display. See Drop a Member for more information.

MemberManagement.1.20.1.jpg