VSys One: Volunteer Management Software

Memberships Manager

The memberships manager is a tool for selecting memberships based on a set of criteria and then editing, deleting, or mailing to those members. Use this to:

Enter new memberships or edit existing ones.
Change the status of multiple membership records at once.
Send letters to or print mailing labels for people based on their memberships.

Membership manager screen

Tools

Create a new membership	Creates a membership for a volunteer of one of the types you have defined. If this link is not working, check that you have at least one membership type set up.
Setup membership types	Takes you to the setup tool for membership types. This is the same tool available on the Setup panel.

Filters

Membership types	Types set up for your organization.
Statuses	Membership statuses - `Expired, Active, Cancelled`.
Effective between	Date range for when membership is valid.
Expired between	Date range for when the membership expired.
Cancelled between	Date range for when the membership was cancelled.

On the right-click menu

Right-click on a membership in the list to modify that membership or perform other actions.

Add a new membership	Creates a new membership of the type that you select.
Edit membership	Edits the membership.
Edit member	Edits the owner of the membership.
Delete	Deletes/un-deletes this membership.