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Membership Mass Renewal Process

  1. Go to the Membership Module.
  2. On the Membership Overview, click the Renew Membership icon. (You can also access the Membership Renewal page from the Association Profile by clicking the dues renewal process icon on the Actions Bar. The Membership Renewal form will display.
  3. Select an Association.

    After selecting an Association, the selected (member) types/statuses for that association will automatically populate.

  4. Select a member type or Member Status from the list (you can select "All" or select multiple types by using CTRL+CLICK).
  5. Select expire date from and expire date through to determine the date range you want to check.
  6. The Proforma check box will default to selected (recommended).
  7. Select a Batch (Click the Add button to the right of the drop-down list to add a new batch, if necessary).
  8. Select terms from the invoice terms drop-down list.
  9. The Scheduled Task? check box will default to selected.
  10. Enter a task start date and task start time.
  11. Enter an e-mail notification address (This will default to the current "user").
  12. Select a template from the correspondence template drop-down list (This will default to the template specified in the system option DuesRenewalGetRecordsEmailTemplateGuid).
  13. Click Save.
  14. The Membership Renewal Profile page will display.
  15. Click the Renewal Process Report icon to run the renewal report (optional).
  16. Go back to the Membership Renewal Profile page, click the get records button. The number of records that reach the designated parameters will be returned in a list.
  17. A new count will display with the number of records to be updated (You can view these records by running the report to the side call).
  18. Once this process is completed, a log will be generated telling how many records were updated successfully or how many failed. This finalizes the Dues Renewal Process.