Select Membership Designation

Screen ID:	n/a
Screen Title:	Select Membership Designation
Panel ID:	365
Tool Number:	Multiple
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Access this screen when opening a new membership or updating an existing membership record. NOTE: To update a membership designation while on the update screen, you must click the Unlock Fields first.

Helpful Resources

Visit Show Me the Steps for easy instructions to complete tasks related to opening/closing memberships/accounts.

Screen Overview

This window lets you choose a Membership Designation code to be assigned to a member record. You can also use the Procedures feature to read CU-defined instructions and tips on how to handle these types of accounts (select an item in the list before using Procedures).

To choose a code, select it in the list and click Select or use the forward key (Enter).