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Running the Deactivate and Terminate Membership Workflows

Running the Deactivate and Terminate Membership Workflows

These workflows are meant to be run on a date decided by your association for when Dues Orders have not yet been paid by a particular date and you would like all members with outstanding Dues Orders of that Dues Cycle to be made Inactive and have the option reinstatement fee applied then eventually, after a longer period of no payment, cancel the Order.

 

Both workflows can be found by going to the Dues Cycle in question and clicking the Workflow drop-down from the Ribbon Toolbar as seen in the image below:

Workflow.png

 

 

NOTE: Be sure to look at all the steps these two workflows perform and decide carefully if it is time for these changes to be made

RAMCO Deactivate Memberships

dues_workflows.jpg

 

RAMCO Terminate Workflow

terminate.jpg

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