Membership Manager - Revision history

Admin: /* Things to Test */

2019-01-09T17:46:46Z

‎Things to Test

2019-01-09T17:41:11Z

‎Use Cases

2017-07-18T14:55:39Z

‎How to Set Up Membership Types

2017-05-22T15:07:05Z

‎Account Details Screen

2016-12-01T18:24:44Z

‎Account Listing Screen

2016-12-01T18:24:28Z

‎Account Listing Screen

2016-12-01T18:24:02Z

‎Account Listing Screen

2016-12-01T18:23:46Z

‎Account Listing Screen

2016-08-15T17:09:08Z

‎How to Find Information about Member Accounts

2016-08-15T17:08:42Z

‎How to Find Information about Member Accounts

← Older revision		Revision as of 17:46, 9 January 2019
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	==Things to Test==		==Things to Test==
		+	*Set up membership types
		+	*Define Membership Manager Settings
		+	*Put join form on a page
		+	*Fill in join form and pay
		+	*Check Membership Manager Reports
		+	*Check Membership Manager dashboard is displaying accounts correctly
		+	*Check Export
		+	*Cancel membership

	==Use Cases==		==Use Cases==

@@ Line 240: / Line 240: @@
 ; memberId : lookup into People: The user associated to the membership account.
 </blockquote>
 ==Use Cases==

@@ Line 39: / Line 39: @@
 '''Fulfillment Tab:''' Here you will specify if anyone needs to be notified upon fulfillment of an order and which group should be notified. <br />
-'''Subscription/Renewal Tab:''' Here you will enter information about membership renewals, such as the expiration period type (calendar or periodic), number of days or months until expiration, and month of expiration (if duration type is set to calendar). You will also set the group that this member type is added to. Click here to learn more about how to add new groups to the system. <br />
+'''Subscription/Renewal Tab:''' Here you will enter information about membership renewals, such as the expiration period type (calendar or periodic), number of days or months until expiration, and month of expiration (if duration type is set to calendar). You will also set the group that this member type is added to. [http://wiki.kmacloud.net/index.php?title=Manage_Groups#Adding.2FEditing_Groups Click here to learn more about how to add new groups to the system.] <br />
 *Periodic memberships are those that end after the specified number of days or months after the initial purchase.

@@ Line 121: / Line 121: @@
 ** Canceled if they have been canceled through this membership interface
 ** Pending if they have joined and are waiting for be activated. To automatically activate new accounts, see Membership Manager Settings.
-* Reason For Leaving - the reason a membership account canceled.
+* Reason For Cancellation - the reason a membership account canceled.
 ** Edit the list of reasons in Manage Add-Ons > Ecommerce > Membership Reasons for Leaving
 ** When an account cancels, set this reason manually

@@ Line 111: / Line 111: @@
 The Account listing screen shows a list of all membership accounts, with filtering options to include all accounts, expired accounts, etc. <br>
-NOTE: The address listed is the address of the primary contact for the account.
+'''''NOTE: The address listed is the address of the primary contact for the account.'''''
 ====Account Details Screen====

@@ Line 109: / Line 109: @@
 <blockquote>
 ====Account Listing Screen====
-The Account listing screen shows a list of all membership accounts, with filtering options to include all accounts, expired accounts, etc. </ br>
+The Account listing screen shows a list of all membership accounts, with filtering options to include all accounts, expired accounts, etc. <br>
 NOTE: The address listed is the address of the primary contact for the account.

@@ Line 80: / Line 80: @@
 You can also see which organizations and people are associated with this particular account by clicking on the ORGANIZATIONS or PEOPLE tabs. <br />
-NOTE: If you want to change which fields are visible on the Account List screen, follow the steps below:
+'''''NOTE: If you want to change which fields are visible on the Account List screen, follow the steps below:
 *Login and click ADMIN, PORTAL FRAMEWORK, ADMIN FRAMEWORK REPORT COLUMNS.
 *Click on the paper/penicl icon next to the field you want to edit.
 *Check the box in the COLUMN VISIBLE field to display the field on the Account List and uncheck the box to remove it from that list.
-*Click OK to save changes.
+*Click OK to save changes.'''''
 ===How to Export Information about Members===

← Older revision		Revision as of 17:08, 15 August 2016
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	You can also see which organizations and people are associated with this particular account by clicking on the ORGANIZATIONS or PEOPLE tabs. <br />		You can also see which organizations and people are associated with this particular account by clicking on the ORGANIZATIONS or PEOPLE tabs. <br />
		+
		+	NOTE: If you want to change which fields are visible on the Account List screen, follow the steps below:
		+	*Login and click ADMIN, PORTAL FRAMEWORK, ADMIN FRAMEWORK REPORT COLUMNS.
		+	*Click on the paper/penicl icon next to the field you want to edit.
		+	*Check the box in the COLUMN VISIBLE field to display the field on the Account List and uncheck the box to remove it from that list.
		+	*Click OK to save changes.

	===How to Export Information about Members===		===How to Export Information about Members===