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- Subscription Fulfillment: This release does not support Subscription Fulfillment.
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Membership Enrollment Wizard
The New Membership Enrollment wizard that is used to facilitate the process of enrolling companies and individuals as members is available in this release. See "Using the New Membership Wizard" in the "Ordering Subscriptions and Dues Products" section of the Subscriptions & Dues Management GuideEnrollment Wizard for more details.
Subscription Renewal Wizard
The Subscription Renewal wizard provides an automated process that generates quotation orders (which in turn can generate invoices) for subscriptions that are nearing their expiration date. See "Using the Subscription Renewal Wizard" in the "Subscription/Membership Renewal" section of the Subscriptions & Dues Management Guide for more details.
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When running the Subscription Renewal wizard from a prompted view, you must the select the records in which you want to renew. The wizard will not run without selected records. |