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Cameron University Banner Project
Memberships Notes
Committee/Meeting
Name
Date July 29, 2009
Location
Managing Memberships
Time
Convened
S Shp407
Members
Present
Members
Absent
Notes
July 29, 2009
1:25 p.m.
Recorder
Time
Terminated
Jennifer Bowen
Jennifer Bowen, Hillary Ashton, Diana Smith, Angela Melton, Anna Swanson,
Tina Jensen, Terry Anderson
Topics
CU Membership
Discussion, Information
Included: Alumni Association, Fitness Center &
Merchandise
AAADUES
Required FieldsProgram type (what the membership is, Fitness,
Alumni, Merchandise)
Program Type- Complimentary, Special, Regular,
etc
Promotion Code- Similar to solicitation type
Membership Card- What type of card they get
Dues Date- Can be changed to the date it was
paid. Automatically defaults to today’s date
Action Taken, Decisions, Recommendations
Memberships are a different feed process than
gifts. This will still feed to finance. We will need
to determine the process on how the money
actually makes it to the cashier.
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Cameron University Banner Project
Memberships Notes
Topics
Discussion, Information
July 29, 2009
Action Taken, Decisions, Recommendations
Next Block
Search for id of person paying dues
Category- I for individual, IL for lifetime (others for
merchandise and fitness center, look at table)
Payment type- What type of money & whether or
not university or auxiliary.
Save and then it will take you to interest type. This
is where you will pick AAC for CU Auxiliary. AAF for
foundation account.
Viewing Memberships
3-year & 2-year
memberships
Next year’s
memberships
Save
AACMEMB- shows all memberships for an
individual
AAAMEMB- shows more detail. Also allows for
adjustments to a membership
Cannot end on the same month and day. These
will need to be adjusted on the AAAMEMB
Currently, the system is showing a -25 in amount
due. Anna is working on this, it should calculate the
next year
We need to create a quickflow to take us to the
AAAMEMB to adjust the expiration date on 2-year
and 3-year memberships
We will also need to update the renewal date and
expiration date on this form. The renewal date can
be set to when you want to set up to send a
renewal.
This is also an issue on anyone with a 2-year or 3year .
Corrected- the number of days on the AAAMBRL
should show number of days as 999 in order to
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Topics
Fitness Center
Membership Expiration
Dates
Fitness Center Multiple
Month Memberships
AAAMINT
ATVAMPM
Adjustments
Cameron University Banner Project
Memberships Notes
Discussion, Information
Anna is working on this, to correct the expiration
date
Create in AAMEMB first and put in qualifying
amount, then go to AAADUES and pay off. This will
eliminate showing a negative in the qualifying
amount.
Must add the foapal to this in order to be able to
feed to finance.
Solicitation Codes- Can be used to track the type
of membership solicitations
AAAADJS
If entered under the wrong code, you should void
the transaction. Otherwise it can be adjusted
AAAPOOL
After finding the person, you must click on the
transaction number and select the transaction to
adjust. All changes on the first page must be
reflected on the second. You must check this!!
Used to query active members by program,
interest, promotion, category and status.
July 29, 2009
Action Taken, Decisions, Recommendations
allow the $$ to go to the next membership period.
DONE!!!
Add to manual, change in business practice.
If someone comes in to pay multiple months, and
they were already under the AFMM for multiple
months, you will have to make the current AFMM
INACTIVE on AAAMEMB then process another
AFMM, you will also need to add the dates paid for
in the comments on AAADUES.