Membership Summary

The Membership Summary Form contains high level statistics about the membership history for the entity being viewed.

  

 

To display Membership Summary for an entity:

  1. Perform a Lookup, using either the Entity's name or Entity ID to display the Entity Profile.

  2. Click 'Membership' on the Entity Profile Page Tree and the Membership Summary Form displays.

 

You can also display the Membership Summary Form from the Go To:

  1. On the Main Menu, click 'Go To' to display the Go To Application.

  2. Click the Memb Summary Application (Application ID 7000).

  3. Enter an Entity ID in the 'Open with ID Lookup' field.

  4. Click 'Go' and the Membership Summary Form displays.

 

 

Note: If you have already displayed an Entity Profile, the ID will default in the Open with ID Lookup field. If you do not know the ID of the entity for which you want to 'Go To', click the 'Lookup' hyperlink on the 'Open with ID Lookup' label and perform a Quick ID Lookup.

 

 

Data Fields:

 

First Year as a Member

This is the year of the oldest membership.

Total Years as a Member

This is the total number of years during which the entity has been a member of some type.

Current Membership Type

This is the membership type of the most current membership, or most recent membership if no current membership exits.

Total Lifetime Membership Amt

This is the sum of all membership amounts for this entity, from the membership table.

Largest Single Membership Ever

This is the largest amount paid for a membership, from among all memberships in the database for the entity.

Membership Type

This is the type of membership for the largest single membership ever held.