Member Manager

The Member Manager tab shows a list of all memberships. Use the features of the list to sort and filter the list.

When you select a membership from the list, a second list below displays the names of the individual members associated with the selected membership.

At the top of the list there are three radio buttons that allow you to quickly filter the list based on expiration date.

  1. Current Members - displays all memberships with expiration dates in the future.
  2. New Members - displays member who have joined in the recent time period. You are offered a drop down list to define the time period.
  3. Expiring Members - displays memberships that are expiring. You are offered a drop down list to select the time period.

In addition you can use the Membership Filter choices to narrow down your list further.

The Member Manager provides these buttons:

  1. Add - to add a new membership. This takes you to the Update Member window, Step 1.
  2. Edit - to make changes to an existing membership. This takes you to the Update Member window, Step 2. You must first select a membership to edit.
  3. Add Member Names - to add additional names or to remove or change names associated with the selected membership. This takes you to the Update Member window, Step 3. You must first select a membership.
  4. Send Reminders - to create reminder letters or emails for all of the selected memberships.
  5. Print Membership Cards - to print membership cards for all of the selected memberships.
  6. Drop - to drop the selected memberships from the list. The memberships are not deleted so you can retain the history and reinstate if necessary in the future.
  7. Renew - to record a renewal for the selected membership. This takes you to the Update Member window, Step 5. You must first select the membership you are renewing. You can renew only one membership at a time. If you have a large number of dues payments to enter, consider using Quick Gift Entry.
  8. Upgrade - to upgrade the selected memberships.
  9. Make Active - to reactivate previously dropped members. You must first select a membership to reactivate.