Creating a Society Membership for Credit Transfer from a Society CE Learning Event

Create the Society Membership

Before you can transfer the credit balance, an order had to exist within Personify. If you have the order entry screen open, you can quickly do this from the Quick Create category of screen tasks.  It’s also recommended that you note the order number created.

To create the society membership:

1.    Open the Order Entry screen and from the Create a New Order screen tab, enter the constituent’s information.  Click the Create New Order button if more than one search result appears.

2.    Using the Identify Products Here section or the Product Research tab, add the appropriate membership product to the order and save

Note: Use the end user documentation regarding creating and modify membership orders as needed.