Constituent Membership Participation.
From the Involvement History task category in CRM360, click
Membership. The Membership Participation screen displays all memberships in
which the constituent is the line level ship-to on a membership order.
Use the options in the Filter section to sort the
memberships.
·
Active (Line Status = Active, Fulfill Status =
Active)
·
Expired (Line Status = Active, Fulfill Status =
Expired)
·
Suspend (Line Status =Active, Fulfill Status = Suspend)
Users can use the Current Org Unit and All Memberships radio
buttons to filter memberships by org unit. Double-click the appropriate record
to open the associated order in Order Entry. Click the Main Page link to
return to the overview page.
This also includes the Membership Years section.
·
Reference Years – The number of years calculated in
the legacy system prior to using Personify.
Note: Reference years, which is
calculated from the legacy system prior to using Personify, may not be accessible
by some users. Any questions regarding the years of membership for a
constituent should be investigated by the AOA Dues Accounting team or Affiliate
Relations and Membership Group.
·
Calculated Years – The number of orders with the
accumulate year check mark checked. This is manually calculated within
Personify based upon members completing full years of membership and if the
membership qualifies for calculation (i.e. Retired with No Benefits, and PR
lines do NOT count for calculated years.)
·
Cumulative Years – The total number of reference
and calculated years.
