Difference between revisions of "Membership Types"

From Support Wiki
Jump to: navigation, search
(Assign Membership Type to a Member)
(How are Membership Types used?)
 
(One intermediate revision by one other user not shown)
Line 92: Line 92:
  
 
==How are Membership Types used?==
 
==How are Membership Types used?==
 +
 +
<div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E06O0HA">Membership Types are used throughout the software once defined and assigned to your members.  Some common uses of Membership Type:</span></div>
 +
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">• </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05O0HA">Reports may be viewed/generated by Membership Type</span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">• </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04O0HA">Communication may be sent/created by Membership Type</span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">• </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03O0HA">Event invitations may be sent by Membership Type</span></div></td>
 +
      </tr>
 +
    </table>
  
  

Latest revision as of 08:56, 26 April 2017

Membership Types may be created so you can assign them to a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.

Define Your Own Membership Types

1.
Click Setup in the left-hand menu.
2.
Click Define Membership Types.
Define your own Membership Types-AdminTasks.1.22.1.jpg
Figure 2-1 Define Membership Types selection
3.
Click Add New Type.
Users of ChamberMaster Plus will have an option to Set Icon for each Membership Type. Upload a .jpg or .gif file for each Membership Type which will display next to the name of any member assigned to this Membership Type in the online Business Directory. Maximum graphic size is 30 x 12 pixels.
Define your own Membership Types-AdminTasks.1.22.2.jpg
Figure 2-2 Adding new Membership Type
4.
Type the desired Membership Type.
5.
Click Save.
6.
Continue adding new types and then click Continue when desired Membership Types have been created.

Assign Membership Type to a Member

Membership Type may also be assigned when a new member is created. This selection is available on the second step of the four in creating a new member.
1.
Click Members in the left-hand menu.
2.
Select the desired member from the drop-down menu.
3.
On the General tab, click the Membership Type arrow in the Additional Information area to select the desired Membership Type.
Assign Membership Type to a member-AdminTasks.1.23.1.jpg
Figure 2-2a Assigning Membership Type to your member
4.
Click Save.

How are Membership Types used?

Membership Types are used throughout the software once defined and assigned to your members. Some common uses of Membership Type:
Reports may be viewed/generated by Membership Type
Communication may be sent/created by Membership Type
Event invitations may be sent by Membership Type