About the Membership Director Subscribed Applications

The Membership Director profile is subscribed to two applications by default:

• Membership Application 
• Order Entry Application

 Each application has its own dashboard that provides access to information that is important to an organization's membership director.

Membership 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 Adding and Removing Services for details.)

• Contact Log
• Companies
• Persons
• Tasks

The dashboard for the Membership application includes the following elements from left to right:

• 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.

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.

• Orders
• Payments
• Campaigns
• Subscriptions

The dashboard for the Order application includes the following elements:

• 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.