Membership menu is used
to create and maintain types of memberships. Membership is assigned to employees
with respect to their
position. For example, a chartered accountant must be a member of the "Institute
of Chartered Accountants" .
Steps to create Membership:
-
Click on the "Green Plus Sign". This will open the "Edit
Form".
Enter the "Code" and "Description" for the
Membership.
"Code" is a unique
alphanumeric code to uniquely identify each
record.
-
Enter "Notes" to add additional
information.
-
Save.
-
Use the "Pencil" icon to edit details.
-
Use the "Red X" to "Void" a record.
-
Void records will be "Disabled" and will not
appear in any lookups.
-
Edit the record and "Un-tick" void to activate a
record.
-
Expand into the details
to add "Notes" and " Attachments
".
Figure 1
: Membership Maintenance