38. EVERYDAY TASKS T his chapter will describe some of the everyday tasks to help you create, edit, renew, and manage your memberships.
MANAGING MEMBERSHIPS T o see a summary of the status of your memberships over recent months, as well as a details about these memberships, you can use the membership dashboard or or view the membership in an individual's contact record.
The Membership Dashboard T o see a quick snapshot of your recent memberships, use the membership dashboard: Memberhips > Dashboard. T his screen contains two blocks of information that display a summary or your recent memberships, categorised by type and date range, and a list of recent member activity.
All of the summary numbers are hot-linked. Simply click on a number to drill down and view a list of members who have joined or renewed over the last two months or the year-to-date, or who are considered current according to the membership status definitions. From this list of members, you can perform additional actions with the memberships, such as Delete, Edit, Export, Send Email to Contacts.
Viewing An Individual's Membership Records Another way to view membership records is by viewing an specific individual's record and looking at the Membership tab: After finding the contact you wish to manage, click the "Membership" tab to view a summary of the contact's membership records.
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