Membership SubTypes

Membership subtypes listed on the Setup Contacts screen, found under Settings | Contacts Settings, will be available in the Membership SubType drop-down list on the Membership Accordion. It is recommended that you set up your membership subtypes before creating memberships in Contacts. However, subtypes are not required.

Add New Membership SubType

Note: Each membership subtype must have a unique name.

1. Click the "New Membership SubTypes" button on the Setup Contacts screen
   
   
   
2. Type in the membership subtype
3. Type in the code. Codes can be used to group multiple types for accounting purposes.
4. Click "Save"

Edit Membership SubType

Note: If you edit a membership subtype name, all Contact records with that membership subtype will change to the new membership subtype name.  All previously posted dues payments will retain the original membership subtype.

1. Click the membership subtype on the Setup Contacts screen
2. Make your edits
3. Click "Save"

Delete Membership SubType

Note: If you delete a membership subtype that has been used on records, contacts with that membership subtype will continue to display the deleted membership subtype on the Membership Accordion until a user changes it.  All previously posted dues payments will also retain the deleted membership subtype.

1. Hover over the membership subtype that you want to delete on the Setup Contacts screen
2. Click the Trash Can icon on the right side
3. Click "Yes" to confirm