Membership: Recording Memberships: Add Membership from Contact Details (Version 1.0)

Membership: Recording Memberships: Add Membership from Contact Details

1. This tutorial will cover how to add a membership to a contact via the Contact Details page within Fundly CRM.
2. Starting on the contact details page for the contact you wish to add the membership to, scroll down to the Membership Details section.
3. To add a new membership, click on the Add(+) button in the Membership Details section, and this will open the Add/Edit Membership popup screen.
4. When adding a Gifted membership, add the membership from the record of the contact whom will be receiving the gift, and not the record of the payee.
5. Start by selecting the date on which the membership was registered in the Registration Date field.
6. Next, select the type of membership that is being registered, from those previously configured, in the Membership Type drop down.
7. If membership numbers have not been configured to auto generate, specify the membership number in the Membership # field.
8. If the registration of this membership is to be tied to either a Program or Campaign, specify this in the respective fields.
9. If this membership is a gift from another contact, you may specify this by setting the Gift Membership option to Yes.
10. You will then have the option to either create a new Individual or Organizational contact to be the giftor, or select from a previously existing contact.
11. The Giftor will be the contact whom is paying for the membership, on behalf of the contact receiving the membership.
12. By default, the system will calculate the end date for this membership based on the registration date indicated and the validity of the membership type.
13. If you wish to override this end date you may check the Override checkbox next to End Date and indicate the new End Date you desire.
14. The system will also calculate the Tax Deductible value of the membership for you based on the cost of the membership, less the value of any tangible benefits that come with the membership, as configured in the Membership Type.
15. To override the calculated Tax Deductible value, check the Override checkbox next to Tax Deductible and enter the value desired.
16. For Group Memberships, you may specify the adults and child contacts on the membership in the respects sections.
17. To add a new contact click on the Add Contact(+) button for the section and enter the information for the new contact in the resulting dialogue.
18. To add preexisting contacts, click on the Select from existing Contacts button and select the contact you wish to add from the list of all contacts.
19. If desired you may make notes about the registration of the membership in the Notes field.
20. For memberships with tangible benefits configured, you may modify which benefits and whom will receive these benefits in the Benefits section.
21. The first option is to indicate, for gift membership, if the benefits will go to the primary holder of the membership, or if they will be sent to the contact that gifted the membership.
22. Next you may also indicate whether receipt of the membership benefits will be waived entirely.
23. Lastly, you may modify which benefits are being received, the count of each benefit, the unit cost and the sent date.
24. To remove a benefit entirely, click on the Delete(X) button to the left of the benefit listed.
25. To add additional benefits, from those configured, click on the Select Benefits(Checkmark) button at the bottom of the Benefits section.
26. The last section allows you to specify promotional information about the membership being recorded.
27. For Memberships that are being granted free of charge to a contact, by the organization itself, Complimentary Membership option.
28. For memberships that will have a cost different from that of the default configuration, mark the Price Override option, and indicate the new price in the New Cost field.
29. It is encouraged when using the promotions options, to enter a reason for the promotion into the Reason field.
30. Once you have completed entering all information for the membership click on Checkout &Process to enter payment information for the membership immediately, or click on Add to Cart to enter payment information later.