Using Action Items

Action group items give you the ability to process several functions relating to individuals and organizations, such as subscription renewals, membership renewals, membership drops, membership status changes, subscription fulfillment, merchandise fulfillment, refunds, invoice cancellations, invoice write-offs, and more.

Action types are organized under several group items: Committee Actions, Financials Actions, Membership Actions, Subscription Actions, and Miscellaneous Actions.

Navigate to the Actions group items from either the CRM or Accounting module Overview page. (The image below was taken from the CRM module, and shows the Financials Actions group item, expanded.)

The Actions group items contains the following options:

Membership Processes

• The Process Membership Renewals action on the Action Items page gives you the ability to renew memberships for a group of members whose memberships are about to expire.
• The Process Membership Drop action changes the membership status for a group of individuals or organizations whose memberships need to be terminated (membership expired).
• The Change Membership Status action gives you the ability to change your members membership status in a batch process.
• The Membership Demographic Transfer action is a bulk process that will transfer the Primary Membership demographics to the individual's Customer Profile.

Subscription Processes

• The Process Subscription Renewals action on the Action Items page gives you the ability to create renewal invoices for a group of members whose memberships are about to expire.
• The Change Subscription Status action on the Actions Items page gives you the ability to change your customers subscription status in a batch process.

Merchandise and Subscription Fulfillment

• The Process Merchandise Fulfillment action gives you the ability to process merchandise orders.
• The Process Subscription Fulfillment action gives you the ability to process subscription orders.

Refunds

• The Process Refunds action gives you the ability to process refunds.

Cancellation Processes

• The Process Invoice Cancellations action gives you the ability to cancel invoices in a batch process.
• The Process Invoice Write Offs action gives you the ability to write off invoices in a batch process.
• The Process Order Cancellations action gives you the ability to cancel orders in a batch process.

Clear Cart

• The Clear Products From Carts action allows you to remove all products from all members carts.

Late Fees

• The Generate Late Fees action allows you to find overdue orders/invoices and generate late fees.

Committee Functions

• The Update Participant's End Date function allows you to perform a bulk update of the end dates for multiple committee members.

Bank Manual Lockbox

• The Manual Lockbox action provides the ability to create Bank Manual Lockboxes to assist in accounting processes.

Mark as Attended

• The Mark as Attended action item provides the ability to update multiple event registrants status to attended in one process. This action item is only available if a query is run on event registrants and is not present on the main Action Menu.

Mark as Deceased

• The Mark as Deceased action item provides the ability to update the status multiple individuals to deceased in one process. This action item is only available if a query is run on individuals and is not present on the main Action Menu.