Change Membership Dates

This document describes how to change a Member's Join, Rejoin, Effective, Expire, and Terminate date for an individual with a membership. To change the dates for a membership, you first locate the individual.

To find an individual, use one of the following methods:

  • CRM>Individual>Find Individual>membership tab>click on the membership for which you want to change the dates.
  • Membership >Member>search for the individual.

You can change the Join, Rejoin, Effective, Expire, and Terminate date by clicking on the Edit button.

Note: The expiration and termination dates cannot be earlier than the effective date; otherwise the system will give you an error when you save.