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We have a yearly membership fee for our senior college, based on FY. We also have a number of courses taught in fall and spring, and people enroll in them using a click and pledge setup.  All of these are associated with campaigns, and all works well BUT I have not found a way to indicate in an individual's Contact record that they have paid their membership fee for a given year, and therefore can't be certain that everyone who registers for class has paid their membership for the current year..  I thought to use Membership (which I did with another org years ago), but I can find no documentation on it or where to set it up.  Can someone point me in the right direction? 

3 Antworten
  1. 28. Okt. 2024, 15:01

    The out-of-the-box membership fields work pretty well for us. There are several fields that roll up to the Contact, so your use case should be easily doable.

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