Changing the Status

Changing the Status

Membership statuses can be manually changed via the Fulfill Status drop-down on the Line Detail and Pricing tab of the Line Item Details screen, when appropriate.  There are three Fulfill Statuses that affect whether a member receives member benefits.

Suspend - this is a temporary membership state that Personify will automatically set if a member is not current on AOA dues.  All member benefits, member counts, and renewal processes exclude any customer with this status until the member pays the reinstatement amount which sets the Fulfill Status back to Active.

Terminate-at-End - if a member calls Customer Service and decides that they do not want to continue membership after the end of their current period, and then select this status.  They will continue to receive member benefits until the membership End Date has past and the renewal process will skip this status.

Active – This is the default status for members who are in good standing.

Transfer – This is the status used when a member has transferred their membership to another affiliate.

 

 

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