Navigating to an Organization Member Profile
To navigate to the Member Profile:
-
Go to the Organization Profile.
-
On the Membership child form, click the Go To
arrow.
The Membership Profile shows
the Membership and Demographic Information. You may view
the financial dues order/invoice associated with the membership by clicking
the Go To
arrow on the Order/Invoice childform.
Note: You can Renew or Cancel a membership from the Membership Profile. You can also process flowdown benefits to branch organizations (if the member type allows it), or related individuals by clicking the Flowdown button.
