Common Elements Used in These Topics

Field or Control Description

ID Type

Identify the constituent as a Person or an Organization.

ID/Org ID (ID/organization ID)

Enter the ID of the constituent (either a person or an organization) or the person assigned to a task.

Add Mbr (add member)

If adding memberships, click to access the Membership Entry page, where you can add another membership payment or complimentary membership in the session.

If adjusting memberships, click to access the Membership Adjustment Summary page, where you can select another membership payment number for adjustment.

Add Desig (add designation)

If your institution allows the entry of additional gifts in a membership session, click to add an additional row for designation information.