Viewing a Membership Summary or a Supervisor's Membership Summary

This section discusses how to view membership summary information.

Page Used to View a Membership Summary or a Supervisor's Membership Summary

Page Name Definition Name Navigation Usage

Membership Summary, Supervisor Membership Summary

AV_MBRSHP_SMRY

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

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

View information about the membership transactions in a session.

Viewing Membership Summary Information

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.