Most fields are self-explanatory, but those that may not be include:

Edit Membership

Review membership information.

Membership Information

Membership Type

The name of the membership type.

Membership Creation Date

The date that the membership was created.

Membership State

The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).

Bill

If Kavi® Billing is installed and this membership type has a fee, then the billing information for this membership will be displayed in this field:

• The status of the bill, as defined in Kavi® Billing. This can be one of several default values.

• The amount of the membership fee.

Membership Status Page

Click this link if you would like to see a Membership Status Page. This page will be displayed in a new window so you can capture the link to send to the user or to use for troubleshooting purposes.

Term

Membership Option Start Date

Start Date

Use this option to manually override the start date that would otherwise be applied automatically as the membership is processed, or leave it blank to have the effective date automatically calculated once the membership renewal process is complete.

Expiration Date

Set this option if you wish to override the expiration date. This option doesn't apply to membership types that have a lifetime term.

Renewal Information

The renewal information for this membership is displayed, including the status of other memberships in the series (e.g., Archived, Pending). If this membership type has a lifetime term, this section will not be displayed.

If you would like to add information about the individual's intention to renew this membership, use the pulldown list in the 'Renewal Intention' field and select one of the values (e.g., 'Undeclared', 'Intending to renew', 'Not intending to renew') and add a comment if you wish. This comment will be displayed in this user's activity record, which can only be viewed by administrators.

Note

Automated email renewal notifications will not be sent for memberships that have been designated as not intending to renew.

Automated Notifications

Send Email

Send all email notifications

Set this option to have regularly scheduled email notification sent out.

Do NOT send any email

Set this option to suppress email notification of this event.

Activity Note

Add a note to this members's record. This note will be visible to administrators only, which is accessible through the View Activity History link.

Most fields are self-explanatory, but those that may not be include:

Preview — State

Important

This field will alert you to any changes in membership state that may occur as a result of this edit. Changes in membership state have many potential consequences and may commonly affect user permissions and access to protected areas of the web site.

Term — Membership Term

The term for this membership, including any edits you may have made.

Automated Notifications — Suppress Email Notifications

This field indicates whether email will be sent automatically, in which case the text 'No, do NOT suppress email notifications' will be displayed; or, if you have elected to prevent automated email notifications from being sent, the text 'Yes, suppress email notifications' will be displayed.

Fields:

Template

The email notification template on which this email is based.

To:

The user to whom this email is sent.

Cc:

A list of email contacts, aliases or addresses that will be cc'd when this email notification is sent.

From

An email address identifying the sender of this email. Generally this field includes the administrative alias in the format admin@your_domain.org.

Subject

The text that appears on the subject line of the email.

Body

The body of the email message.