September 2024: Membership Management Updates

September 2024: Membership Management Updates

We have implemented new updates to the Membership module to help make membership management easier for administrators. This will impact X-CD clients who currently use the X-CD membership module. These changes were necessary to properly collect membership related details and to produce accurate membership reporting for clients.

Summary of Changes:
  1. All membership types, even if free, must have a corresponding member due category defined. Going forward, membership information will be recorded; however you will not have any historical membership data for free memberships available because previously there was no invoice transaction captured to record the membership.
  2. Introduction of a new interface to easily renew, change or deactivate an individual's membership.
  3. Batch importing membership data.
Updates on Managing Memberships
  1. When editing an individual's contact profile, and viewing the Groups screen, under the Membership section:

    1. Add Membership
      1. Add a new membership for the user. This will add the person to the member group with an expiry date. This will not generate an invoice in the member store. Typically you would use this to provide a free membership.
    2. Renew Membership
      1. Manage an individual's membership renewal term directly.
    3. Change Membership

      2. For paid, active memberships, change a member's current membership expiration date.
    4. Deactivate Membership
      1. To immediately rescind a user's membership and will create a historical record of the membership. The individual will remain in the member group but will be expired.
    5. Remove from Group
      1. Remove the individual from a current member group.
    6. Past Memberships
      1. Historical information about an individual's membership period is easily visible
Batch Importing Memberships
  1. There is a new batch import memberships tool that you may use to bulk add memberships for existing contacts in the system.