Configuring Membership Transaction Groups
Adding a Membership Transaction Group
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From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.
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Click New and enter the following details:
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Code: Enter the membership Transaction group code.
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Description: Enter the description for the Transaction group.
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Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
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Select one or Transaction codes from the Available panel then use the greater than symbol (>) to move your selection to the Selected panel.
Note:
Use the filter to refine the search; enter value and click Go.
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Click Save.
Editing a Membership Transaction Group
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From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.
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Enter search criteria, click Search.
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Select the Transaction group and click Vertical Ellipsis and select Edit.
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Update the details.
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Click Save.
Deleting a Membership Transaction Group
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From the Administration menu, select Client Relations, then Membership Management, then select Transaction Groups.
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Enter search criteria, click Search.
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Select the Transaction group and click Vertical Ellipsis and select Delete.
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Click Delete to confirm.