It is a simple matter to customize the statuses and dues to match your particular organization.
The Maintain Status Codes window looks confusing at first, but it enables you to create
membership statuses to match those used by your organization. You can specify a special
code for each of them, and set various options such as:
- Expiration - Is this status only valid for a limited time? If it does, you can specify
the next status a membership record should be assigned, if any. If the change is to be
handled automatically by MemberTies, you can set the delay to apply before the status changes.
- Dues - Is a dues payment required for this status? If so, what are the dues? Are they
prorated? If they are prorated, is it 1/12th per month, or is it a custom proration amount?
- Automatic Postings - Should members with this status be automatically charged dues on certain dates?
Schedule charges weeks or years in advance so you never forget to bill for dues. You can define interest
charges for outstanding accounts by status as well!
- Active Status - Is the status Active or Inactive? Reports can be generated specifically for
active or inactive members.
- Relationships - Is a relationship between a record with this status and another record required (i.e.,
a "Family" membership)? If so, MemberTies will warn you if you attempt to create a new
record without relating it to another record.
