Membership Activity Tab

camera 60 Snapshot

About the Membership Activity tab

Membership records for a prospect can be displayed using the Membership Activity tab on a prospect summary page.  

The Membership Activity tab shows up to three records, which are ordered by most recent In Home Date.  View More access to the Membership full-page data table is available.

The table on the Membership Activity tab includes the following columns:

 

Membership Type
 The type of membership as defined by your organization’s membership structure.
Membership Level The membership level as defined by your organization’s membership structure.

Start Date

 The first day that the membership is valid.
Expiration The last day that the membership is valid.


The table portion of the Membership Activity tab is immediately updated as soon as any new membership records are added, or current records are changed.  Refreshing the tab displays the most current records available for the table, even moments after they were added or revised.

Quickly access the Membership full-page data table by clicking the View More link.

info 16 Review the Membership full-page data table to determine whether or not memberships are gifts given, gifts received, or for personal use.

In addition to the table, the Membership Activity tab also includes summary data for each Membership Type.  Member Information and Current Membership details for each type of membership, as well as number of summary figures, provide an overview of each type of membership on record for the prospect.

info 16 The summary data in this portion of the tab is dependent on the data warehouse; data is as current as the timestamp displayed.
Consult the Membership Activity tab for an overview of a prospect’s membership activity within your organization, and one-click access to additional records when available.

 

warning 16 If membership records do not exist for the prospect, a warning message displays indicating information is not available for display on this tab.

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steps 60 Steps

How to use the Membership Activity tab

To add the Membership Activity tab to a prospect summary

To work with the Membership Activity tab within a prospect summary

To change the name of the Membership Activity tab in a prospect summary

To change the position of the Membership Activity tab in a prospect summary

To delete the Membership Activity tab from a prospect summary
 

To add the Membership Activity tab to a prospect summary:

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

  • The Add Tab library expand img displays.

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

  • to scan through the entire list of options, use the scroll bar expand img.
  • to narrow options, click within the sidebar to use the Activities Categories link expand img.
  • to search options, type “membership” into the Search field expand img and click Go to display results.
3.  Click the Membership Activity tab’s associated Add Now button expand img to display it on the prospect summary or click the Cancel link to return to the Prospect Summary page without making any changes.
  • If added, the tab is displayed as the last tab on the prospect summary.

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 To work with the Membership Activity tab within a prospect summary:

1.  If not there already, click on the Membership Activity tab expand img. 
warning 16 If membership records do not exist for the prospect, a warning message displays indicating information is not available for display on this tab
info 16 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 expand img at the bottom-right of the tab to access the Memberships full-page data table expand img.
info 16The Membership Activity tab shows up to three records that are default ordered by most recent Start Date.
  • Review the of Membership Type summary data expand img for each type of membership on record.
info 16The 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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To change the name of the Membership Activity tab in a prospect summary:

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

  • 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 expand img.

 

info 16Tab 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.

 

warning 16Be 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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To change the position of the Membership Activity tab in a prospect summary:

1.  On the Membership Activity tab expand img, click the Settings gear link expand img.
  • The tab’s current settings display, indicating that only the name and position of this tab can be changed.
2.  On the tab’s tab itself, (on either side of the tab’s name), click the green arrowsexpand img to change the position of the tab as desired:
  • 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.
3.  Click the Save button.
warning 16 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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To delete the Membership Activity tab from a prospect summary:

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

  • 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 expand img to immediately delete the tab from the prospect summary.

warning 16 A warning notification expand img will appear confirming that the tab has been deleted and giving you the opportunity to Undo the deletion, should you choose.
warning 16 Be aware that this deletes the Membership Activity tab on all prospect summaries when using this Prospect Summary View.

6 membership tab

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glossary Icon Glossary terms:
membership, prospect, prospect summary, tab,Go to glossary ...
relatedArticle 60 Related articles:

Prospect Management: Prospect Summary

Prospect Management:  Prospect VAE

Prospect Management:  Tabs

Settings:  Manage Prospect Summary Views

Review other Prospect Management articles
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privs 32  Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization.  If you have questions about your privilege settings, contact your administrator.