Julep - Memberships and Membership Status

Memberships are useful in organizing your People records and categorizing them in easily searchable groups. You can create memberships and membership statuses with renewal dates and customize them according to your needs.                                                                                                                   

Creating and Editing Memberships

• To create/edit a Membership, click on the People Dashboard, then the Settings  button on the top right Dashboard Navigation Bar and open the Membership tab. A list of existing Memberships will appear along with the total number.
• Search for Membership codes using the Search Bar along the top.
• Scroll through the pages of your list of memberships using the left and right arrows or by selecting the desired page at the bottom. You can also control the number of memberships or items listed per page using the drop-down menu (5, 10, or 20 items per page).
• To view/edit a membership, click the button to the left of the membership code, make your edits and press .
• To delete a membership, click the  button and choose Yes when asked “Are you sure to delete?” to delete the membership permanently or No to cancel.
• To create new membership, click  and a new Membership Code window will appear.

• Enter a Membership Code of up to 30 characters that will help you remember its significance (Ex: Inner Circle, Life Member, Round Table, etc.) and then click .
• Click Cancel at any time to exit the new membership window and not save the information.

Creating Membership Statuses

To create/edit a Membership Status, click on the People menu, then the Settings  button on the top right Dashboard Navigation Bar and open the Membership Status tab. A list of existing membership statuses will appear along with the total number.

• Search for membership statuses using the Search Bar along the top.
• Scroll through the pages of your list of membership statuses using the left and right arrows or by selecting the desired page at the bottom. You can also control the number of membership statuses or items listed per page using the drop-down menu (5, 10, or 20 items per page).
• To view/edit a membership status, click the button to the left of the membership code, make your edits and press .
• To delete a membership status, click the  button and choose Yes when asked “Are you sure to delete?” to delete the membership status permanently or No to cancel.
• To create new membership status, click  and a new Membership Status window will appear.

• In this new Membership Status window, you’ll want to choose the Membership that you are creating the new status for using the drop-down menu, create the status name which can be up to 50 characters long (Ex: “Inactive”, “Active”, “Lapsed”, “Expired”, “Membership Level 1”, etc.), and then click .

Using Memberships in a People Record

Within a People record, the total number of memberships the people record belongs to and memberships that have upcoming renewal dates appear under the Memberships Panel in the profile. If you click on the panel, an overview of the memberships will appear. You can click the All in the top right corner of the panel summary to see a list of all active memberships that the profile is a part of. 

• To add a new membership to a people record, click . A new Membership window will open where you can choose the Membership and Membership Status in the drop-down menu. You can also add a Solicitor, Renewal Date, and/or enable the Primary Membership, Override, or Closed toggles then click .

• You may click  anytime to exit the window.
• You may click to open an existing membership and edit the info or  to delete a membership from a profile.

Searching with Memberships and Membership Statuses

When searching for People records, you may search for all records within a specific Membership, Membership Status, and/or with a Membership Renewal Date under the Group section.

**For more detailed information on searching, please see the Julep - People Search guide on the HelpDesk.