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| − | Membership Types may be created so you can assign them to a drop-down list when creating or modifying your member’s record. Selecting your members by '''Membership Type''' then is an option that is available throughout the software.
| + | See '''[[Member_Management#Setup_Membership_Types|Setup Membership Types]]'''. |
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| − | ==Assign Membership Type to a Member==
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| − | <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HP0HA">Membership Type may also be assigned when a new member is created. This selection is available on the second step of the four in creating a new member.</span></div>
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| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GP0HA">Click </span><span style="font-weight: bold;">Members</span> in the left-hand menu.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FP0HA">Select the desired member from the drop-down menu.</span></div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EP0HA">On the </span><span style="font-weight: bold;">General</span> tab, click the <span style="font-weight: bold;">Membership Type</span> arrow in the <span style="font-weight: bold;">Additional Information</span> area to select the desired Membership Type.</div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0DP0HA">[[Image:Assign_Membership_Type_to_a_member-AdminTasks.1.23.1.jpg]]</span></div>
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| − | <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0CP0HA">Figure 2-2a Assigning Membership Type to your member</span></div>
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| − | <div style="margin-left: 36pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BP0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
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| − | </tr>
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| − | </table>
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| − | ==How are Membership Types used?==
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| − | <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E06O0HA">Membership Types are used throughout the software once defined and assigned to your members. Some common uses of Membership Type:</span></div>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">• </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05O0HA">Reports may be viewed/generated by Membership Type</span></div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">• </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04O0HA">Communication may be sent/created by Membership Type</span></div></td>
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| − | </tr>
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| − | </table>
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| − | </div>
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| − | <div style="margin-left: 18pt;margin-bottom: 12pt;">
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| − | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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| − | <tr valign="baseline">
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| − | <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">• </div></td>
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| − | <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03O0HA">Event invitations may be sent by Membership Type</span></div></td>
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| − | </tr>
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| − | </table>
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| − | [[Category: Member Management]]
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