Membership

Members exist as a secondary entity to the Person and Company entities. In order to access this area of CRM, navigate to either the Customer or Person entity. Here you will notice a tab called “Membership”. To create a Membership click on the link provided to begin.

This will take you to the next screen where you are prompted to enter the membership details.

Field Name	Description
Person	The name of the person (primary entity) whose membership this is.
Membership Type	This optional field displays what membership reference to associate with the person. The available types are taken from the Products table.
Description	This optional field allows you to record any additional information for this Persons membership.
Status	This optional field assigns a status to their membership. This can be used for future search filtering.
No. Memberships	Details the maximum number of members that can be added to this particular membership
No. Nominees	Here this allows you to record the number of others associated with the membership and Person entity. For example in this example of a Company Christmas Party this field could hold 0 or 1 indicating whether or not the person’s partner is attending.
Website User	External websites are usually associated with large events. This field records the address of site.
Website Password	An optional field that holds the password for the event website

For a Person to be available for an event, their Membership entity must be activated. Here is a sample of a completed person membership.

Once the membership has been created, the membership details may be edited from this screen, i.e., “Status”, “Number of Memberships” etc.

People and Companies that have been added to existing Memberships are automatically flagged as Members, thus preventing them from being added to other Memberships.

The Import Group button acts as it would without the Event Membership box checked. The Group being imported will return only Persons who have an ‘Active’ membership.

Note: Membership is used in conjuction with the Membership Only property of an Event. If this property is checked then only members may attend the event.