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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 Adding and Services chapter in the Aptify 5.5 User Guide for Removing Services for details.)

Membership Services

  • Contact Log
  • Companies
  • Persons
  • Tasks

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  • New Memberships: A list view of orders that contain a membership dues order line over the last 90 days. It includes a hierarchy sub-view of Order Lines.
  • Current Campaigns: A list view of current campaigns. The view includes hierarchy sub-views for related campaigns, discounted products for the campaign, orders that reference the campaign, and opportunities that reference the campaign.
  • Membership Products: A list view of membership dues products.
    Membership Orders -DashboardImage Modified