The Customer|Entitlements|Memberships page displays the customer’s existing memberships.
Memberships can be earned through donations, the purchase of a miscellaneous items, the accumulation of points or they can be assigned manually.
The following image illustrates the Customer|Entitlements|Memberships page:
Click 'Add Membership' to add a new membership to the account.
Click 'Add Points' to add a points to a customer's membership
Select a membership to expand the Membership Details section. This allows you to edit the 'Start Date' and the 'Expiry Date' of the membership. When a membership has been selected, the row will appear blue (in the default theme).
The following image illustrates the expanded Membership Details section of the Customer|Entitlements|Memberships page:
The Membership Details section of the Customer|Entitlements|Memberships page contains the following properties:
Field |
Description |
Created On |
A read-only field that displays the date the membership was assigned to or earned by the customer. |
Total Points |
A read-only field that displays the total points associated with the membership. |
Membership |
A read-only field that displays the name of the membership held by the customer. |
Membership Level |
A read-only field that displays the level of the membership held by the customer. |
Start Date |
The start date for the membership. If you leave this field blank, the current date is automatically entered. Click |
Expiry Date |
The expiry date of the membership. Click |
'Add Membership' |
Enables you to add a membership to an account. |
'Add Points' |
Enables you to add a points to a customer's membership. |
