Membership Admin

here is the explanation for Membership Admin

 

1. Assign user permissions

Users whos new membership has been approved by the board, must be set to "approved" role. First, find the user using the CRM Admin menus Search->Advanced search screen.  Be sure to use percent signs if searching partial matches for name or email. I.E. %bill% will find any match with the word bill anywhere in it. After searching, click "View" next to the contact. On the contact view screen you can navigate to the "user record" using the actions menu.  On the edit tab, scroll down and Click the checkbox for approved role. NOTE: if your browser pre-fills the password textbox, you will need to clear it before saving to avoid the "passwords don't match" error.

2. Change membership type

First, find the user using the CRM Admin menus Search->Advanced search screen. Select the membership tab to bring up a listing of the users membership. Select Edit, and use the drop down to change the membership type.

3. Manually Renew membership

First, find the user using the CRM Admin menus Search->Advanced search screen. Select the membership tab to bring up a listing of the users membership. From the
"more" menu (next to view and edit on the right side of the user record) Select either "Renew" or "Renew-Credit Card" depending on if you will be renewing, or renewing AND entering Credit card payment info.

4. Create all active members mailing

Click "Mailings" -> "New Mailing" from the CRM Admin menu. Follow the steps in the new mailing wizzard. Be sure to send a test mailing to your own email before sending the mailing.

5. Send out newsletter

Click "Mailings" -> "New Mailing" from the CRM Admin menu. Follow the steps in the new mailing wizzard. Be sure to send a test mailing to your own email before sending the mailing.