RecDesk Director Online Help

Creating and Modifying Membership Definitions

 
Adding new Membership Definitions and modifying existing ones begins on the The Membership List page. To add a new Membership Definition, click on Add New Membership Type from the Memberships submenu or the Add New Membership Type Button. To modify and existing Membership Type, simply click on it from the Membership List page and click the Edit button.
 
 
Prerequisites - Before adding a new Membership Definition, you should create Program/Membership Types, Fee Types and General Ledger Accounts that are appropriate for you organization. See Managing Custom Lists.
 
 
For a complete list of Membership Definition related attributes see Membership Definition Fields.
 
 

Basic Workflow