The Membership Director profile is subscribed to two applications by default:
- Membership Director's Membership Application Membership Director'
- s Order Entry Application
Each application has its own dashboard that provides access to information that is important to an organization's membership director.
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Application
The Membership Director subscribes to the following services by default in the Membership application. Note that a user can add or remove services as necessary using the Application Services dialog. (See the Applications and Services topic chapter in the Aptify 5.5 User Guide for details.)
- Contact Log
- Companies
- Persons
- Tasks
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- Membership Expiring in the Next 60 Days: This is a list view of people whose membership dues are set to expire within the next 60 days (based on the end date of the corresponding Dues-based Subscriptions record).
- Former Members: This pivot table displays information about expired memberships based on the status and/or End Date of the corresponding Dues-based Subscriptions record. The pivot table groups together expired membership by company and displays the number of expired memberships per selected time period (such as year, quarter, and month). A user can also filter results within the table based on the type of company.
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Order Entry Application
The Membership Director profile subscribes to the following services by default in the Order Entry application. Note that a user can add or remove services as necessary using the Application Services dialog.
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