Membership was rewritten in v30.97 to use a new process. For continuity purposes, the previous Membership functionality remains available but is referred to as Legacy Membership. In v30.97 and later, membership functionality is referred to as Membership.
You can track and report cancelled and lost business trends related to membership using legacy membership cancellation reasons. The legacy membership cancellation reason is selected on the Edit Account and/or Edit screen in the Legacy Member Reason drop-down.
Add a Legacy Membership Cancellation Reason
- Click the Legacy Membership Cancellation Reasons link from the Main Menu. The Legacy Membership Cancellation Reasons page opens.
- Click the Add button. The Add Legacy Membership Cancellation Reason window opens.
- Enter the following information:
- Description - Description for the cancellation reason.
- Code - Unique alphanumeric value.
- Sequence - Order the reason displays in the Legacy Member Reason drop-down.
- Click OK.
Change a Legacy Membership Cancellation Reason
You can change the description and sequence of a legacy membership cancellation reason after you have created it. When you change the description of a legacy membership cancellation reason, it updates wherever the legacy membership cancellation reason is used. If you don't want to update the already existing legacy membership cancellation reason data, then you must add a new legacy membership cancellation reason using the steps in Add a Legacy Membership Cancellation Reason.
- Click the Legacy Membership Cancellation Reasons link from the Main Menu. The Legacy Membership Cancellation Reasons page opens.
- Select the cancellation reason to edit.
- Right-click and select Edit. The Edit Legacy Membership Cancellation Reason window opens.
- Make the desired change.
- Click OK.
Inactivate a Legacy Membership Cancellation Reason
If you no longer use a legacy membership cancellation reason but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a legacy membership cancellation reason inactive, it is no longer available for selection in the Legacy Member Reason drop-down.
- Click the Legacy Membership Cancellation Reasons link from the Main Menu. The Legacy Membership Cancellation Reasons page opens.
- Select the membership cancellation reason to make inactive.
- Right-click and select Edit. The Edit Legacy Membership Cancellation Reason window opens.
- Check the Retire check box.
- Click OK.
Delete a Legacy Membership Cancellation Reason
If you no longer use a legacy membership cancellation reason and don't want to keep a record of it, you can delete it. When you delete a legacy membership cancellation reason that is used, you receive a prompt to select a cancellation reason to replace the cancellation reason you are deleting. You cannot undo the delete or delete and replace process.
- Click the Legacy Membership Cancellation Reasons link from the Main Menu. The Legacy Membership Cancellation Reasons page opens.
- Right-click on the legacy membership cancellation reason to delete.
- Select Mark for Delete.
- Click the Save button. If the legacy membership cancellation reason is used, the Replace window opens.
- Select the cancellation reason from the drop-down to replace the deleted cancellation reason.
- Click OK.
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