Manage Member Accounts & Data
View Member's Activity or Record Information in Their Timeline
Each member's account has a Timeline which lets you view a member's history with your organization in one place. What Can I Put In The Timeline? You can enter notes, conversations, join dates, renewal dates, payments, donations, events, reminders and ...
Additional Contacts
You can store additional contacts in a member's account - for example information about family members, additional business locations, or people within the business or organization. To add additional contacts just open the member's account, click on ...
Member Accounts
How Do I Access My Member's Information? By default your members are all stored in your Members folder. When you access your Members folder, you will see all your members listed in a business card format. Clicking on a card will bring up the member's ...
Merge Member Accounts
If you have duplicate member accounts you can merge them easily. To merge 2 accounts, simply drag the card of one account and drop it over the card of another account (note that your mouse cursor should be over the appropriate card). The accounts ...
Manage Past Due Members & Renewals
Manage Past Due Members Through the Dashboard The Dashboard allows you to pull up past due members quickly so you can take action. From Dashboard > Current Stats, you can click on Accounts past due to pull up all past due members. You can then email ...
Manage & Approve New Members
Managing New Members Using Dashboard > Membership The Dashboard > Membership page allows you to pull up new members quickly so you can take action. From Dashboard > Membership, select the date range to view in the top left corner. The "New Members" ...
Erase Personal Data - Right To Be Forgotten
The General Data Protection Regulation (GDPR) gives members the right to request the erasure of their personal data from your membership database for specific reasons. We've developed a Anonymize/Erase Personal Data feature to help organizations ...
Add a Member
Use these steps when you need to enter a new member account that signed up with your organization offline (not through MembershipWorks). Go to MembershipWorks > Folders: Members and click the Add button at the top. Enter the member’s contact ...
Remove Members
To delete a member, simply click on the Delete button from the member's profile and select Delete account & all associated data. All timeline information, financial data, labels and membership levels attached to the member account and contacts under ...
