Membership Organization and Type: select the name of the organization that the contact has a membership with and the type of membership. Source: T he system will complete details regarding the record, including whether it was an offline or online transaction and who completed the record.Status Override Campaign: if the membership is connected with a larger campaign, select the name of the campaign. T o learn more, see the section on "Campaigns". Member Since: T he date the membership record was created will be auto-filled, but you can edit this date with the actual date that the member joined. Start Date: If the membership type is a rolling membership, the current date will be auto-filled. If the membership type is a fixed period, CiviCRM will determine the appropriate start date based on the membership type configuration. End Date: T his field is automatically calculated from the start date and filled in based on the membership type settings. Status Override?: check this box to manually define a status for the membership record. As indicated by the title, it overrides the status automatically provided. You should use caution with this field as setting it will disable the automated status function for the record. Record Membership Payment?: By checking the box and completing the transaction fields displayed, you are creating two associated records: a membership record and a contribution record. After recording the membership, you will be able to view the membership record and see the related contribution record at the bottom. Send Confirmation and Receipt?: check this box to send an email to the contact that their membership is confirmed
RENEWING MEMBERSHIPS Naturally, you expect your constituents not only to join your organization, but to maintain their membership on an ongoing basis through renewals. CiviCRM facilitates the renewal process: Search for the contact > click on the "Membership" tab > click MORE next to the membership record to renew > Renew.
BATCH UPDATING MEMBERSHIPS You can batch update membership records by selecting Memberships > Find Members > enter your criteria and from the "Find Members" results screen, select the membership records and click Batch update. You'll need to
CANCELING, EXPIRING AND DELETING MEMBERSHIPS If a contact wants to resign or cancel their membership, rather than deleting their membership, you should change the status to cancelled or another status that is not considered current. T his ensures that you keep a historical record on the contacts interaction with your organisation. You may want to delete a membership record if you accidently created a membership for the wrong contact. T he contact is not deleted, only the membership record is deleted. T his action cannot be undone. You can delete membership records by:
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