Viewing a Constituent's Membership Participation in CRM360®

From the Involvement History task category in CRM360, click Membership. The Membership Participation screen (shown below) displays all memberships in which the constituent is either the line level ship-to on a membership order or he/she is a named associate on another constituent's membership order. Use the options in the Filter section to sort the memberships by Active (Line Status = Active, Fulfill Status = Active), Expired (Line Status = Active, Fulfill Status = Expired), and Pending Renewal (Line Status = Proforma, Fulfill Status = Active). As of 7.4.1SP1, you can use the Current Org Unit and All Memberships radio buttons to filter memberships by org unit. Double-click the appropriate record to open the associated order in Order Entry. Click the Main Page link to return to the overview page.