Membership Activity Tab

1.  While viewing a Prospect Summary page , towards the top-right of the summary click the Add Tab button .

• The Add Tab library displays.

2.  Find the Membership Activity tab  in the Add Tab library :

• to scan through the entire list of options, use the scroll bar .
• to narrow options, click within the sidebar to use the Activities Categories link .
• to search options, type “membership” into the Search field  and click Go to display results.

• If added, the tab is displayed as the last tab on the prospect summary.

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If membership records do not exist for the prospect, a warning message displays indicating information is not available for display on this tab

Membership records displayed in the table portion of the tab are updated in real time, and are not dependent on the data warehouse.  To ensure you are viewing the most up-to-date list of membership records available, you may click on the Refresh icon in the top-right hand corner of the Membership Activity tab at anytime.

2.  Review any existing membership records for the prospect record:

• Click the View More link  at the bottom-right of the tab to access the Memberships full-page data table .

The Membership Activity tab shows up to three records that are default ordered by most recent Start Date.

• Review the of Membership Type summary data  for each type of membership on record.

The summary data in this portion of the tab is dependent on the data warehouse; data is as current as the timestamp displayed.

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1.  On the Membership Activity tab , click the Settings gear link .

• The tab’s current settings display, indicating that only the name and position of this tab can be changed.

2.  Adjust the tab’s name as desired by typing its new name into the available field where the current name is displayed .

Tab names are not limited in character length.  Names longer than the entire length of all tabs will trigger scroll arrows and a drop-down menu to appear.  These allow you to scroll over to other tabs, or from the drop-down menu click a tab that is not currently in view from a drop-down menu.

3.  Click the Save button to save your changes, or the Cancel link to retain the current settings.

Be aware that this changes the settings of the Membership Activity tab on all prospect summaries when using this Prospect Summary View.

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• The tab’s current settings display, indicating that only the name and position of this tab can be changed.

• Click the left or right arrow to move the tab one place accordingly.
• Click the left or right lined arrow to move the tab all the way to the end of the order accordingly.

Be aware that this changes the position of the Membership Activity tab on all prospect summaries when using this Prospect Summary View.

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1.  On the Membership Activity tab , click the Settings gear link .

• The tab’s current settings display, indicating that only the name and position of this tab can be changed.

2.  Towards the right of the tab’s tab itself, click the garbage can icon  to immediately delete the tab from the prospect summary.

A warning notification  will appear confirming that the tab has been deleted and giving you the opportunity to Undo the deletion, should you choose.

Be aware that this deletes the Membership Activity tab on all prospect summaries when using this Prospect Summary View.

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