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    • Understanding the Interface
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      • Navigating to CRM Setup
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    • Adding, Finding, and Editing Records
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    • Affiliates
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      • Exhibit navigation
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    • Membership
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      • Benefits
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    • Reports and Queries
      • Working with Report and Queries
      • List of Standard Reports
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      • List of Baseline Queries
    • Web Site
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  • Advanced Topics
    • Using Demographics in netFORUM Pro
      • Setting Demographics to Required
      • Setting a Demographic Order
      • Using Ethnicity as a Demographic
      • Creating Custom Demographic Data Fields
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      • Organization Demographics
      • Event Demographics
      • Merchandise Demographics
      • Exhibits Demographics
      • Awards Demographics
      • Membership Demographics
      • Design Demographics
    • Uploading and Referencing Documents in netFORUM
      • Linking to an Uploaded Document on eWeb
      • Linking to an Uploaded Document in eMarketing Templates
    • Calculated Dues Rates
      • Calculated Dues and Demographics
      • Creating a Default Dues Rate for Calculated Dues
      • Setting Up Dues Rates Parameters for Calculated Dues
      • Dues Rate Profile Settings when Using Calculated Dues
      • Setting Up Dues Rates for each Customer Type when Using Calculated Dues
      • Purchasing Memberships with Calculated Dues in the Online Store
      • Using Calculated Dues with Step and Increments
      • Using Formulas with Calculated Dues
      • Applying Additional Conditions with Calculated Dues
    • Partner Integrations
      • Using Informz for eMarketing
      • Using Constant Contact for eMarketing
      • Using Expo Logic for Event Registrations
    • Creating Event Badges
      • Defining and Exporting Badge Data
      • Using netFORUM Pro Data in Microsoft Word Mail Merge
    • Designing Interactive Reports
      • Accessing the Dataset Designer
      • Creating a Dataset
      • Creating a List Report
      • Creating a Chart Report
      • Selecting More Columns
      • Default Columns
      • Editing a Column
      • Grouping Columns
      • Adding Aggregate Functions
      • Chart Report Type Options
      • Additional Dataset Formatting Options
      • Running the Dataset Report
      • Saving the Dataset
      • Opening a Saved Dataset
      • Editing a Saved Dataset
    • Creating Custom Queries
      • Understanding the Difference Between Reports and Queries
      • Planning a Custom Query
      • Accessing the Custom Query Tool
      • Step 1 - Add Columns to Filter Criteria
      • Step 2 - Add Columns to Sort Order
      • Step 3 - Add Columns to Results List
      • Naming and Saving Custom Queries
    • Working with Quickbooks
      • Exporting a Batch File to Quickbooks
    • Real Estate Associations
      • Upgrading to Real Estate Associations
      • Demographics for Real Estate Associations
      • CRM Set-up for Vertical Demographics
      • Individual Profile Customization
      • Data Management for Realtors
      • Data Transfer Overview
      • Accounting Set-Up for Real Estate Associations
      • Memberships and Subscriptions
      • Data Import Wizard for Realtors
      • Shopping
      • Reports and Queries for Real Estate Associations
    • Security Group Setup
      • Getting Started
      • Security Group Overview
      • Security Group Features and Functionality
      • Managing Report and Query Access
      • Advanced Features and Functionality
      • Use Cases
      • Frequently Asked Questions
  • FAQs
    • What is the Purpose of the Insert After Save Checkbox
    • What is a Product Code
    • Viewing Cases Submitted to Abila Support
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    • General Tips
      • Refreshing an Expired Session
      • How Do I Edit Data Entry Drop Down Lists
      • How Do I Upload, Download, and Link to Documents?
    • Accounting Tips
      • How Do I Correct an Error Related to a Check Payment
      • How Do I Add a Customer Payment
      • Can I Refund a Partial Credit for a Credit Card Payment
      • Why am I Getting an Error Message When I Try to Process a Credit Card Transaction
      • Why You Should Still Have a Default Batch When Using the Manual Batch Process
      • How Do I Create a Credit
      • What is the Difference Between Voiding and Cancelling an Invoice
      • What is the difference between an order and an invoice
      • What are the Accounting Transaction Types?
      • General Ledger Entries Tips and Tricks
      • How to Transfer Credits Between Account Profiles
      • How do I refund a partial credit
    • CRM Tips
      • What is a Customer Number
      • How do I add search fields to the Find Individual page
      • How do I enter a customer's order
      • How do I update an individual's e-mail address
      • How do I update an individual's name or title
      • How do I update an individual's phone number or address
      • How do I update employer information
    • Membership Tips
      • How Does netFORUM Track Membership Renewals
      • What is the Membership Expiration Date
      • How do I Add a New Member to netFORUM?
      • What are Dependency Types and Dependency Rules
    • Chapter Tips
      • Setting Up Chapter Demographic Data Fields for Individuals
      • Setting Up Chapter Demographic Data Fields for Organizations
    • Event Tips
      • What Happens to Education Credits if Someone Cancels Their Event Registration
      • How to Sort Event Registration Fees in the Online Store
    • E-Marketing Tips
      • What is a Bounce Back?
      • How Do I Find an Imported Prospect in CRM
      • Attaching a Document to a Mailing List
      • How To Remove Strange or Special Characters Appearing in eMarketing Emails
    • Fundraising Tips
      • How Can I Tell What Purpose a Donor Has Selected When a Donation is Purchased?
      • How Do I Run a Report of Cumulative Donation Totals by Year per Individual?
      • How Do I Edit the Fields that Appear on the Purchase Confirmation E-Mail for Donation Purchases?
    • Report Tips
      • What is the difference between Calculated Name and Sort Name?
    • Shopping Cart and Online Store Tips
      • What is a Price Qualifier?
      • How do I Upload an Image for the Shopping Cart?
      • Changing the Confirmation E-Mail Address
      • Sending Confirmation E-Mail to an Additional E-Mail Address
      • How to Link Directly to a Product in the Online Store
      • How do I set up a featured product
    • Web Site Management Tips
      • Creating Links to Other Web Pages From the Home Page
      • Changing the Name of a Web Site Link
      • Changing the Link Positions on a Web Site
      • Setting up Member-Only Access for Web Site Links
      • Requiring a Login to Access a Web Page
      • Hiding a Web Site Link after the User Logs In
      • Web Master Advanced CSS and Templating Questions
      • How to Create a Custom CSS from a netFORUM Baseline CSS Template
      • How Do I Upload a Thumbnail Image on eWeb
      • How Do I Change My Web Site Site Code
      • How to Make Custom Pages Appear on Your Web Site
      • How to Customize Text and Messages on the Web Site Home Page
    • Inventory, Merchandise, and Subscription Tips
      • How Do I Generate and Track Issues for Subscriptions
      • Default Price
  • All Files
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  • Individuals
    • Working with Individual Records
    • Working with Individuals Personal and Contact Information
    • Linking Individuals and Organizations
    • Web Site Address and Passwords
    • Correspondence
    • Individual Memberships
      • Updating an Individual's Membership Information
      • Removing Membership Benefits
      • Creating an E-Mail Mailing List for Members
    • Individual Relationships
    • Going Shopping - Using the Shopping Wizard
    • Individuals Payments, Orders, and Invoices
You are here: netFORUM Pro Modules > CRM > Individuals > Individual Memberships

Individual Memberships

This book provides information about working with individual memberships.

Updating an Individual's Membership Information

Removing Membership Benefits

Creating an E-Mail Mailing List for Members