Creating a Section Order

Creating Order

1. Search for the customer utilizing the CRM360 or Find a Customer option by name or ID#.

2.    After search completes if only one constituent matches the criteria the constituent will automatically open.  To select a constituent to open, double click the line of the constituent.

3. On the Start screen, click New Order from the Quick Create task category.

4. Expand the All Products by clicking on the plus sign (+).  Open the Memberships and mark the membership product code you would like to add to the order and click on the Create Order/Gift button at the bottom of the window.

5. Click on the Save  button on the order entry screen and the balance line will update appropriately.