Drop Processing Due to Transfer
Members will drop should they be moving or transferring to
another state. If the member has indicated that, they are dropping due to a
move or transfer, please continue with the following steps.
1.
Log into the organization, which the member is transferring. If the
organization is unknown, transfer the member to the Unknown Affiliate.
2.
To create add a membership product to an order; from the Order Entry
search screen, search for the appropriate customer and click Create
New Order.
3. Add a master
membership product to the order using one of the following ways:
a. The Identify
Products Here section
i. Click
Add a Line Item.
ii. Click
the Product Code link to search for a Membership Product. The Choose Product
screen displays.
iii. Search
for a membership product and double-click the appropriate product.
b. The Product
Research tab
i. Expand
the All Products category.
ii. Expand
the Membership category.
iii. Select
the checkbox next to the appropriate product.
iv. Click
Create Order/Gift.
4. The Rate Structure and Rate Code values
default based on the customer’s status and apply to the highlighted line item
in the Order Detail section. Rate codes can be changed for one year, two year,
or other special rates, as set up by the association when creating the
membership product. If necessary, change these values.
5.
Click Save.
When a member will transfer to a known or unknown affiliate,
the AOA and affiliates can then notate this information so that the membership
team can recruit. We notate this in a part of our list demographics. The
transfer process is still the same, however once the transfer is complete, the
next steps need to be followed.
6.
View the CRM360 Screen for the constituent users are working with.
Click on the Constituent Preferences screen task and then Lists.
7. Click on the Add
button in the center on the left side of the Lists screen.
8. Choose Pending
Affiliate Transfer from the drop down menu.
9. Select the state
of transfer.
10. Enter comments below as
needed.
11. Click the Save 
before
returning to the Main Page.
12. On the product specifics
tab, update the Status Change Reason to be ‘Transfer’.
13. Update Begin Date to
be the day after transfer (TODAY) and click Save
