Membership List lists information on each membership transaction for this entity, most recent transaction listed first. The scrolling arrows on the right side of the form will move you up or down through the complete list of membership transactions. The scrolling arrows on the bottom of the form will allow you to see the full complement of fields for each membership transaction row.
To display the Membership List View for an entity:
Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile.
Expand 'Membership' on the Entity Profile Page Tree.
Click 'Views' and the Views Form displays.
In the Views Form, click the 'Membership List' row on the list and the detail displays.
Note: Memberships and dues in batches that have not yet been processed do not show up in Membership Summary.
Data Fields:
|
Type |
The membership transaction type for this row (either Membership or Payment). Status The status of the membership. |
|
Transaction # |
The 10 digit number that uniquely identifies this transaction; for memberships this is the membership number. |
|
Amt |
The total membership dues amount for a membership or a membership reversal. |
|
Membership Type |
The description of the type of membership for membership and membership reversal rows |
|
Asc Type |
The type of association this entity has with this membership; there will be a P for primary member for a membership, and if this is a spouse row, there will be a J for joint. |
|
Start |
Month, day and year during which this membership begins. |
|
Stop |
Month, day and year during which this membership ends. |
|
Payment Date |
Blank for membership and membership reversal rows. |
|
Memb ID |
Unique 10-digit membership number for the membership to which this row relates. |
|
Bursar Batch |
This is an additional number assigned to the batch (the number used when sending batch information to the bursar). |