Getting Started > Drop-Down Lists > Setting Up the Membership Drop-Down Lists
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Setting Up the Accounting Drop-Down Lists

Setting Up the E-Marketing Drop-Down Lists

Setting Up the Awards Drop-Down Lists

Setting Up the Certifications Drop-Down Lists

Navigating to CRM Setup

Setting Up the Membership Drop-Down Lists

You can set up the following drop-down lists from the Membership Information page:

To set up the membership drop-down lists:

  1. Click the Administration hyperlink on the Module Menu to launch the Administration module.
  2. Click the Overview group item to view the list of available choices.
  3. Click the Membership Set Up hyperlink.

The Membership Information page displays.

On the child form for each drop-down menu, the following options may be present: