How do I Manage Individual Membership Records?

Overview

Managing individual membership records in EveryAction involves accessing contact profiles and updating their membership information, including levels, start dates, and benefits. 

Step 1: Access Contact Records 

1. Search for the contact whose membership you need to manage 

2. Click on the contact's name to access their profile 

3. Navigate to the Membership section of their profile 

Step 2: View Current Membership Details 

1. Review the contact's current membership level 

2. Check their membership start and end dates 

3. Verify which benefits are associated with their current level 

4. Note any lapsed membership information if applicable 

Step 3: Update Membership Information 

1. Click the Edit button in the Membership section 

2. Modify membership level if needed 

3. Update start or end dates as appropriate 

4. Adjust benefits as necessary 

5. Save your changes 

Step 4: Process Membership Transactions 

1. To record a renewal, navigate to the Contributions section 

2. Select the appropriate membership campaign/designation 

3. Enter the contribution amount 

4. Confirm that the system has updated the membership end date accordingly 

What else do you need help with? 

• Understanding Membership Management 
• How Do I Configure My Membership Program? 
• How Do I Search for and Report on Membership Data?