Defining a Characteristic for a Member Person

Prerequisites

To define a characteristic for a member person, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Membership Person)

Procedure

To define a characteristic for a member person:

  1. Ensure that the Characteristics section is expanded when you are adding a person to a membership or editing the membership details of a person.

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to indicate the date from when the characteristic is effective for the member person. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the member person.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Membership Person.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the member person.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the member person.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the member person, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the member person, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristics are defined for the member person.

Related Topics

For more information on... See...
How to add a person to a membership Adding a Person to a Membership
How to edit the membership details of a person Editing the Membership Details of a Person