Feb 1

Change each Pending Renewal* member’s Payment Status from Pending Renewal to Inactive and Membership Status to Inactive.*

* These folks have not renewed their current dues for five months. (This grace period is open for discussion.)

1. Go to Dashboard / Participant Database / List Participants.
2. Set Show only records with: Payment Status is Pending Renewal.
3. Click Filter.
4. Show 999 items per page (or any number equal to or greater than total number of all records in database.)
5. Click Change.
6. Select all displayed records (click small box in upper left corner of list.)
7. Set With selected “mass edit” Field: Payment Status
8. Set Payment Status: Inactive
9. Click Apply.
10. Set With selected “mass edit” Field: Membership Status
11. Set Membership Status: Inactive
12. Click Apply.

Sept 1

Update Default Membership Year on New Membership Request Form

1. Go to Dashboard / Participant Database / Manage Database Fields.
2. Go to Administration Info Fields.
3. Click on greater than symbol (>) on far left of Membership Year.
4. Change Membership Year default value to new membership year.
5. Click on “Update Fields” button at bottom (or upper right).

Update Participant Database for New Membership Year

Change each Paid* member’s Payment Status from Paid to Pending Renewal and Membership Year to new membership year.

*These are currently active members. Now their payment status is pending renewal.

1. Go to Dashboard / Participant Database / List Participants.
2. Set Show only records with: Payment Status is Paid.
3. Click Filter.
4. Show 999 items per page (or any number equal to or greater than total number of all records in database.)
5. Click Change.
6. Select all Paid member records (click small box in upper left corner of list.)
7. Set With selected “mass edit” Field: Payment Status
8. Set Payment Status: Pending Renewal
9. Click Apply.
10. Set With selected “mass edit” Field: Membership Year
11. Set Membership Year: New membership year
12. Click Apply.