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Membership Application Fee (cobalt_membershipapplicationfee)

General Tab

  • Name - Name of the fee.
  • Display Name - This is the name that appears on the portal and the membership application wizard.
  • Display on Portal - If set to Yes the fee will be available on the portal. If set to No it will only be available to staff in the Membership Application Wizard.
  • Member Type - Member type the fee is linked to.
  • One-Time Product - The product lookup simply ties a one time product like an application fee to a product in the product catalog. If this is included, this product will be added to the membership application order. If you do not charge a fee for applying for membership, this can be left blank.
  • Dues Option for Prorated Products - The dues option lookup ties the application fee to a dues option. Including this option allows you to charge an applicant for dues at the time of application. Note that the dues are only prorated if you have set up prorations on the dues option.
  • Association - The association the membership is for. For most associations, this will always be the same. For multi-board customers, you are able to setup membership applications independently for all of your managed associations.
  • State Association - The state association the membership is for. For most associations, this will always be the same. For local associations that offer membership in multiple states, you are able to specify the state assocation.

Membership Expiration Settings These fields determine the expiration date of the membership that is created as part of the membership application process. 

  • Duration Type - This can either be dated or termed. Dated indicates that the expiration is fixed (e.g. December 31st of each year). Termed indicates that the expiration ate will be set X years/months/weeks/days from the creation of the membership.
  • Date + Number of Years - These 2 fields must be filled out if the duration type is dated. The combination of these fields determines the fixed expiration date. For example, if you wanted the expiration date to be January 1st of next year, you would put in 0101 as the date and 0 for number of years. If today is 12/07/2012, the expiration date would be 01/01/2013. If you wanted the date to be 01/01/2014, you would change the number of years to 1. 
  • Term  Term Units - These 2 fields must be filled out if the duration type is termed. The combination of these fields determines the variable expiration date. If you want the membership to be 12 months, you would enter 12 for term and select Months for  term unit. Note that the options for term unit are Years, Months, Weeks and Days. 

Note - If you are setting expiration dates or end dates in RAMCO, remember that the date represents midnight of the day selected. If you want your memberships to expire at the end of the year/month, set the date field to the first day of the following year/month (e.g. 01/01/2013 not 12/31/2012).

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