Add a Membership for a Member

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Add a Membership for a Member

1. Make sure you are logged in as yourself (with administrative rights).

2. Click on the Name of the Donation campaign you want to edit.

3. You will see (with your name showing) at the top of the window. Click Find Member Record.

4. Enter the name or Constituent ID of the member you need to search for and click .  A list of members who fit your search criteria will be displayed.

5. Click    to select the member.

6. You are now viewing the Membership as that member (even though you are still logged in as yourself).

7. Complete the Membership for the member by entering the necessary information into the form.  You will be able to send confirmation emails as well.

8. To move back to viewing as yourself, click  in the upper right corner of the window.  Click Exit editing this member.

 

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