Difference between revisions of "Membership Details"
From Charitylog Manual
| Line 3: | Line 3: | ||
''Location in standard build:'' '''''[[Client Details Screen]] > click on "Club and Clinic Membership" > Click on "Update" or "Add"''''' | ''Location in standard build:'' '''''[[Client Details Screen]] > click on "Club and Clinic Membership" > Click on "Update" or "Add"''''' | ||
| − | ''Also located:'' '''''[[Club_and_Clinic_Details_-_Member_Details_tab|Clubs & Clinics "Member Details" tab > click on any membership card icon''''' | + | ''Also located:'' '''''[[Club_and_Clinic_Details_-_Member_Details_tab|Clubs & Clinics "Member Details" tab]] > click on any membership card icon''''' |
===Options for a client's membership of a group=== | ===Options for a client's membership of a group=== | ||
Revision as of 14:35, 5 September 2016
Location in standard build: Client Details Screen > click on "Club and Clinic Membership" > Click on "Update" or "Add"
Also located: Clubs & Clinics "Member Details" tab > click on any membership card icon
Options for a client's membership of a group
When you click "add" or "update", you will be shown the options for this person's membership of that particular group.
The options available are:
- Referral Date - this is displayed on some reports. If this person was added to membership using the Record a Contact screen, the Referral Date for that referral will be automatically copied to here.
- Organisation Referred By - as above, if the Record a Comtact screen was used to add this person to membership, the Referrer for that referral will be copied to this field.
- Person Who Referred - this looks at the list of Staff and Professionals for its source. This field is only ever filled in manually, it is not automatically filled like the two above.
- On Waiting List To Become a Member? - If the client is put on the waiting list this will display Yes; otherwise No. Note that someone cannot be on the waiting list and a current member at the same time, and if you change this field to "Yes", the "Current Member?" field below will change to "No".
- Date put on Waiting List - this field automatically fills out, but can be manually changed if required.
- Current Member? - should be "yes" unless the person is on the waiting list (see above). If changed from "no" to "yes", the "On Waiting List" field above will automatically change to "no".
- Last Attendance Date, Next Attendance Due - these automatically display
- Date Membership Ended - will automatically fill out (when the page is saved) if the "Current Member" field is changed to "No"
- Usual Transport Method - the Transport Method this person uses for this club/clinic. Used to create Transport Lists.
- Missed Last Attendance? - automatically displays
- Total Missed? - as above
- Notes
