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Viewing a Membership Summary or a Supervisor's Membership Summary

This section discusses how to view membership summary information.

Page Name

Definition Name

Navigation

Usage

Membership Summary, Supervisor Membership Summary

AV_MBRSHP_SMRY

  • select Contributor Relations, then select Session Management, then select Supervise Sessions, then select Membership Sessions, then select Membership Session Summary

  • select Contributor Relations, then select Session Management, then select Supervise Sessions, then select Membership Sessions, then select Supervisor Membership Summary

View information about the membership transactions in a session.

You can view information about your own sessions on the Membership Summary page, and information about your staff's sessions on the Supervisor's Membership Summary page.

The membership number, start date, expiration date, ID and constituent name, dues amount, and total amount appear for each transaction in the session that you selected.

If the membership session that you selected is open, select a transaction and click the Edit Mbr (edit member) button to make changes to an existing transaction. Click the Details button to view detailed information about a particular transaction on the Membership Detail page.