Managing Membership Applications

Membership applications are submitted whenever a contact or organization is joining or renewing. These can be submitted in the portal and also administratively in the console.

Creating and Processing a Membership Application

• From the Membership App, you can click Applications.
• To create a new membership application, click Create New Application.
• You will be prompted to submit the application for a contact or an organization. When submitting for an organization, you will be required to select a contact. 
• When searching for a contact or organization, if the record does not exist, you can press the enter key to quickly add a new one.
• The application pages will be based on configuration of the membership forms/process.

Searching for a Membership Application

• From the Membership App, you can click Applications.
• On Applications Overview, you can set criteria and run a search to find membership applications.
• One the results screen, you can click on an application to view it.
• When viewing an application, you will have the ability to edit or delete the application.

Editing a Membership Application

• When viewing an application's 360 screen, you can click Edit This Application to update the Membership Application.