Difference between revisions of "Change Membership Status"
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− | Membership status enables certain features and selections within the software and designates a distinction within reports and lists | + | Membership status enables certain features and selections within the software and designates a distinction within reports and lists. |
− | == | + | ==Membership Status Descriptions== |
− | '''Active''' – | + | '''Active''' – Member that receives all membership benefits. Active members are also categorized by their website package as either Enhanced or Basic. |
− | '''Enhanced | + | '''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: | + | |
+ | '''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. | ||
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==Change Membership Status== | ==Change Membership Status== | ||
− | + | #On the '''General''' tab, click the '''Membership Status''' arrow in the '''Additional Information''' area. | |
− | #On the General tab, click the Membership Status arrow in the Additional Information area. | ||
#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. | ||
[[File:MemberManagement.1.20.1.jpg]] | [[File:MemberManagement.1.20.1.jpg]] |
Latest revision as of 14:42, 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
- On the General tab, click the Membership Status arrow in the Additional Information area.
- Click the desired status.
- Click Save.
Note: If the Dropped/Inactive status is selected, a Drop Member Options window will display. See Drop a Member for more information.