Individual Membership Wizard

Modules>CRM>Find, Query, or Add Individual>Individual Profile>add membership icon

The Membership Wizard has four steps. This topic covers all of the following four steps:

1. Step 1: National Membership
2. Step 2: Chapter Membership
3. Step 3: Review/Edit
4. Step 4: Payment

You might see the following icons on the wizard pages:

Use this Icon	To Perform this Action
	edit icon to open an edit page for that field.
	add icon to add a new record for that field.
	look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information.

Step 1: National Membership

1. Fill in the fields as described in the table below:

   Fields	Required	Description
   new member	Required	Enter the first few letters of the individual's last name and select the new member from the list of matches.
   transaction date	Required	This field defaults to today's date.
   source code	Optional	Enter a source code or click the look-up button for a list of source codes.
   association	Required	Select an association from the drop-down list. Once you select an association, the next three fields appear.
   member type	Required	Select a member type from the drop-down list.
   member status	Optional	Select a member status from the drop-down list.
   member package	Required	Select a member package from the drop-down list. Once you select a member package, the next two fields appear.
   renewal package	Optional	Select a renewal package from the drop-down list.
   linkable membership	Optional	Select a linkable membership from the drop-down list. Select the customer that will receive the gift membership.
   auto-pay membership?	Optional	Click this check box to auto-pay for the membership.

2. The total field displays the total price for the memberships and other packages you selected.
3. Click the Add Chapter button to go to Step 2: Chapter Membership. Click the Review/Edit button to skip to Step 3: Review/Edit.

Step 2: Chapter Membership

1. Fill in the fields as described in the table below:

   Fields	Required	Description
   new member	Required	Enter the first few letters of the individual's last name and select the new member from the list of matches.
   transaction date	Required	This field defaults to today's date.
   source code	Optional	Enter a source code or click the look-up button for a list of source codes.
   association	Required	Select an association from the drop-down list. Once you select an association, the next three fields appear.
   member status	Optional	Select a member status from the drop-down list.
   chapter	Required	Select a chapter from the drop-down list.
   member package	Required	Select a member package from the drop-down list.

2. Click the Add Another Chapter button to save your changes and return to Step 2: Chapter Membership. Click the Save & Review/Edit button to save your changes and go to Step 3: Review/Edit. Click the Skip & Review/Edit button to skip to Step 3: Review/Edit.

Step 3: Review/Edit

1. Fill in the Bill to Information as described in the table below:

   Field	Required	Description
   Bill To	Optional	Click this drop-down list to see the full billing address of the organization
   contact	Optional	This is the name of the contact person from the organization profile
   address	Optional	Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window.
   comm pref	Optional	Click the drop-down list to select a communication preference.

2. Fill in the Ship To Information fields as described in the table below.

   Field	Required	Description
   Ship to	Optional	Click this drop-down list to see the full shipping address of the organization
   address	Optional	Click the drop-down list to select an address. Click the edit button to open the Organization Address window. Click the add button to open the Organization Address window.
   comm pref	Optional	Click the drop-down list to select a communication preference.
   source code	Optional	a code that represents where or how you initiated the relationship with that Individual
   media code	Optional	a code used to track how something (usually an invoice or payment) arrives at or is received by the Association

3. Check the Line Items section for accuracy.
• Click the Complementary Products drop-down for a list of complementary products that you can add to the Line Items
• Click the Additional Items drop-down for a list of other actions you can perform such as the following:
  • add discount
  • add shipping
  • edit discount
  • apply discount program
• Click the delete icon beside an item to delete that item.
• Click the edit icon to open the Edit Line Item window.
• Click the Event name link to see the event picture and details.
• Click the net credit link to open the Apply Credit window.

4. Click the Return to National button to save your changes and return to Step 1: National Membership. Click the Payment Info button to save your changes and go to Step 4: Payment.

Step 4: Payment

1. Verify and edit the information in the Invoice/Order Information section. Verify the Customer name, Total, Credit applied, Payment, and Balance due.
2. Edit the fields described in the table below:

   Field Name	Required	Description
   confirmation: send by email	Optional	Click this check box to send the order confirmation by email.
   confirmation: send by fax	Optional	Click this check box to send the order confirmation by fax.
   bcc confirmation email	Optional	Enter the email address you would like to blind cc on the invoice confirmation email.
   auto distribute payment?	Optional	Click this check box to have NetForum distribute the balance equally among installment payments when you change the number of installments.
   group items	Optional	Click this check box to group all the line items in this order into a single item on the invoice report.
   Group description	Required	Enter a description for the grouped items. This description appears on the invoice report.

3. Edit the fields in the Invoice and Payment Information section as described in the table below. Depending on the type that you choose, you may see some or all of the fields listed in the table below.

   Field Name	Required	Description
   batch: make default?	Optional	Click this check box to make the selected batch your default batch. This batch appears in the batch field of every payment page to save you time selecting a batch from the drop-down list.
   batch: drop down	Required	Select an existing batch form the drop-down list or add a new batch by clicking the add icon.
   PO number	Optional	Enter a PO number. Enter up to 50 characters, numbers or letters.
   type	Required	Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below.
   transaction date	Required	Enter or select a date for the transaction.
   payment method	Required	Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3.
   # of installments	Required	Enter the number of installments the customer wants to complete the payment.
   frequency	Required	Select the frequency of the payment installments.
   proforma?	Optional	Click this check box if the payment is proforma.
   invoice terms	Required	Select the invoice terms from the drop-down list.
   first invoice date	Optional	Enter or select the first payment date for installment payments. To enter a Verbal pledge with no payment information, set the first invoice / payment date in the future.
   notes	Optional	Click the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb.

4. Fill in the fields in the payment method pane as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.

   Payment Method	Field Name	Required	Description
   cash	reference number	Optional	Enter an optional tracking number for cash payments.
   check / TeleCheck	name on check	Required	Enter the full name on the check.
   check / TeleCheck	check number	Required	Enter the number on the check.
   TeleCheck	account number	Required	Enter the checking account number.
   TeleCheck	routing number	Required	Enter the nine-digit routing number.
   credit	cardholder's name	Required	Enter the full name on the card.
   credit	card number	Required	Enter the full credit card number.
   credit	expiration date	Required	Select an expiration date.
   credit	CVV	Optional	Enter the credit card security code from the back of the card.
   credit / TeleCheck	cc/check street address	Optional	Check the existing address.
   credit / TeleCheck	cc/check city	Optional	Check the existing city.
   credit	cc/check state & zipcode	Optional	Check the existing city and zip code.
   TeleCheck	cc/check zipcode	Optional	Check the existing zip code.
   TeleCheck	drivers license number	Optional	Enter the check holder's drivers license number.
   TeleCheck	social security number	Optional	Enter the check holder's social security number.
   credit / TeleCheck	cc/check email	Optional	Check the existing email address.

4. Click the Return to Review/Edit button to return to Step 3: Review/Edit without saving your changes. Click the Finish button to save all of your changes and complete the wizard.