Processing New Memberships

How to enter in membership postings through a series of images;

Once you've logged onto the database, you'll want to tab over to Organization Management, then click the blue hyperlink 'Process Donations and/or Memberships'

It will open up this window, here we have to click on the 'Add New Batch' section in the bottom left-hand corner.

It will open up the ability for you to write in the information. Here you want to notice the red-marked area, this is where we will put in the total projected membership money brought in. For this instance, we'll be using a single membership. You will input the total amount in the space provided, then proceed to 'Verify Batch' in the bottom right corner. It will then create a batch posting.


The batch posting will have a # that you should keep track of. It helps to write it down before you continue on to the next step, however from here on you want to click 'Show Batch Items' which will open up another window.



This is where we get into the actual assignment process of memberships to constituents. You can enter in their information in the allotted spaces or you can click on the 'Search' icon to open up the regular 'Search Constituent' window. Either work. 

Once you've found the person (or created their profile) associated with this membership, it will place all their information on the right hand side. There is a 'Fund' portion. Here is where you input the membership they've purchased (ie 1 year, 2 years, etc). 

It will then allow for you to proceed to Step 3. Here you allocate the membership to that person officially. 

You can repeat these same steps with as many people as necessary before proceeding to 'Save And Close'



You will once again see this window, however it will include the batch you've just been working on (REMEMBER THE BATCH #). You click on that batch, then click on 'Post Batch'.

From here you send an email to support@ontariopc.com with 'Batch Posting' in the title and letting us know the Batch #' you'd like us to post.