Open New Membership Individual/Organization
Update Membership Individual/Organization
This screen can be accessed after entering from the General Membership Info screen depending on your credit union's configured Workflow Controls.
Check out the video related to this topic: Opening a Membership (More videos below!)
Learn how to complete tasks related to opening/closing memberships/accounts.
This screen is used to update previous address information for a member. The screen may appear automatically when opening new memberships, depending on your Workflow Controls and how long the member has lived at his or her current address.
Complete all fields and use Enter to proceed to the next screen.
View more videos related to opening memberships/accounts.
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