Once you have created a membership, you can view or modify the membership at any time. You can modify the name and description of the membership without creating a new version.
If you want to modify the version information that is currently in effect, you must create a new version. A membership’s version information specifies the Levels (on the Memberships|Levels page). Versions provide you with the means to change these details for a membership, while maintaining a complete record of all previous versions. You can modify versions effective in the future at any time.
To modify a membership:
1.Open General Configuration from the Desktop.
2.Select the Memberships tab.
The Memberships|Search page appears.
3.Search for and select the membership that you want to modify.
The Memberships|Basic page appears.
4.Modify the membership:
▪If you want to modify any version information, create a new version.
▪If you want to modify a version effective in the future, click the version and modify the information.
▪If you want to add or delete a level, refer to Membership Levels.
▪If you want to delete a version effective in the future, refer to Deleting a Membership Version.
5.Click 'Apply'.
A window confirms that the membership was updated.
6.Click 'OK'.
