Configuring Membership Claim Origins

Membership claim origins may be used to indicate the origin (i.e., Email, Fax, Phone, etc.) of the membership claim.

Adding Membership Claim Origins

1. From the Administration menu, select Client Relations, then Membership Management, then select Claim Origin.

2. Click New and enter the following details:

   1. Code: Enter the claim origin code.

   2. Description: Enter the description for the claim origin.

      1. Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active.).

   3. 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.

3. Click Save.

Editing Membership Claim Origins

1. From the Administration menu, select Client Relations, then Membership Management, then select Claim Origin.

2. Enter search criteria, then click Search.

3. Select the claim origin in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the details.

5. Click Save.

Deleting Membership Claim Origins

1. From the Administration menu, select Client Relations, then Membership Management, then select Claim Origin.

2. Enter search criteria, click Search.

3. Select the claim origin in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.