Select Membership Designation

Screen ID:  n/a images\365g_shg.gif
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 (F11) button first.)

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE 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 press Enter.

SEE ALSO: Configuring Membership Designation Codes