Add or Edit Memberships for Contacts
Authorized users can add or edit memberships for contacts. The CiviMember component must be enabled by your Administrator (see CiviMember Admin). If enabled, you will see a CiviMember option in your CiviCRM menu.
Search for and open a contact record. You will see the navigation tabs:
Click on the tab labeled Memberships. You will see a list of existing memberships with this message:
If no memberships exist for this contact, you will see the message:
You can create a NEW membership or View Edit or Delete EXISTING memberships using the links to the right of each membership.
From the Memberships tab or section, click >>New Membership, which brings you to the New Membership screen.
Membership Type - Select from the drop-down list of membership types. (Membership types are configured by your Administrator, see Membership Types).
For EXISTING memberships you can View, Edit or Delete memberships using the links to the right of each membership.
Select View to view the details of the membership - type, status, source and join/start/end/reminder dates.
When finished, click Done.
Select Edit to view the Edit Membership page. Here you can change the values for the membership type, source, join/start/end dates and status.
Click Save to save the edits or Cancel to cancel.
If successful, you will see the message:
Select Delete to delete the membership. You will be given this warning:
Click Delete to continue the deletion or Cancel to cancel deleting the membership.