Manage Memberships Part VIII: Benefit Fulfillment (Version 2+)

Manage Memberships Part VIII: Benefit Fulfillment (Version 2+)

1. This tutorial will cover how to manage benefit fulfillment.
2. As contacts gain and renew memberships their benefits will be tracked by the system allowing you to indicate when Fixed Quantity benefits have been sent and tickets used.
3. To see a list of all membership benefits to be fulfilled click on the Main Menu in the top right corner of the screen and click on Benefit Fulfillment in the Membership section.
4. To view the list of fulfilled benefits, click on the Fulfillment History button in the lower right of the screen.
5. To indicate a status change on a benefit, click on the Change Status button to the right of the benefit.
6. In the resulting dialogue indicate the new status of the benefit with the Status drop down.
7. When the status for a benefit is set to Fulfilled it will be moved to the Fulfillment History list.
8. You the Shipment Tracking Number to record any tracking information you have for the benefit, and the Shipment Date field to indicate when the benefit was shipped.
9. When you have finished click on the Change Status button to return to the pending benefit list.
10. To change multiple benefits simultaneously, check the box to the left of the desired benefits and click on the Change Status button in the lower right of the screen.
11. In the resulting dialogue indicate the new status and click Change Status.