Membership Records

From the membership record, you can view details of a constituent's level of engagement with your organization.

At the top of the record, you can view details about the constituent, including their name, membership status, membership expiration date, and a membership summary of anything else your organization finds valuable.

Membership details displays the dues the member pays, their membership program, category, and subcategory; the date they first became a member, and any upcoming renewal dates. For more information about programs and categories, see Category, program, and subcategory.

Membership history displays a historic listing of all transactions for a specific membership record, including important dates, membership changes, and linked gifts.

For each transaction, you can view:

  • Membership program information, including the program name, category, and if applicable, subcategory

  • Joined, renewed or upgrade date

  • Gifts associated with the membership