Once you have set up your membership program,you can associate Membership information with any person, company, or organization (PCO) who has chosen to become a member. This page contains instructions for Adding, Editing, and Deleting PCO Membership Information from the Manage People, Companies, and Organizations screen.
from the Manage People, Companies, and Organizations Screen
On the TYR Home screen, click the People, Companies, Organizations button. The Manage People, Companies, and Organizations screen opens, displaying a list of all active PCO records in the system.
To select the PCO who wants membership, use one of these methods:
- With the scroll bar on the right side of the center grid, scroll down until you find the row containing the PCO's information, and then click the leftmost cell on that row. OR - In the Show field to the left of the center grid, select People or Companies and Organizations, and then in the Last Name field above the center grid, begin typing the letters of the PCO's last name or organization name until the only item appearing in the center grid is the desired PCO, indicating it is selected because the row is highlighted and has an arrow in the leftmost cell.
Click the Membership button at the upper right side of the screen. The PCO Memberships screen opens. If the PCO has not yet become a member, the center grid area will be blank. Note: If the center grid already shows a membership entry for the PCO, proceed to the instructions for Editing PCO Membership Information.
To enter the membership information, click the Add New Membership button () to launch the Membership screen.
In the Received Date field, enter the date the membership fee was paid by the new member.
In Amount field, enter the amount paid for membership, following the rules for entering monetary amounts. (Note: If the membership fee was paid with an In Kind donation, enter the market value of the goods or services donated.)
In the New Member Expiration Date field, enter the date the membership is due for renewal.
Select the Electronic checkbox if the payment was made electronically, e.g., via PayPal.
Select the In Kind checkbox if the membership fee was paid with an In Kind donation. (See Note in Step 6.)
In the optional Notes field, enter any helpful information.
Click Save. You are returned to the PCO Memberships screen where the new membership information appears in the center grid, along with a confirmation message in the lower left corner.
Follow Steps 1 through 3 above for Adding PCO Membership Information to reach the PCO Memberships screen, and then proceed to Step 2 below.
In the center grid, double-click the leftmost cell on the row containing the Membership information. The Membership screen opens, ready for editing.
Enter your desired changes and click Save. You are returned to the PCO Memberships screen where your changes appear in the center grid, along with a confirmation message in the lower left corner.
Follow Steps 1 through 3 above for Adding PCO Membership Information to reach the PCO Memberships screen, and then proceed to Step 2 below.
In the center grid, click the leftmost cell on the row containing the membership information to select it.
Click the Delete button. A confirmation window similar to this will appear:
To complete the deletion, click OK. You are returned to the Manage People, Companies, and Organizations screen where a "Membership Deleted" confirmation message appears in the lower left corner.
) to launch the Membership screen.
