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Members : Creating or Removing Sub-Members

Article Contents: This article contains step-by-step instructions on how to create and remove Sub-Members.

Step-By-Step:

Step 1: Select the  CUSTOMERS  module from the module navigation menu.  Select  Members from the left-hand menu.
 



Step 2: The system will open a  MEMBERS LIST window where a list of members can be viewed. Members can be searched by their Membership ID and Name by inputting data in the search text box and then clicking  Search.
 
 
Step 3: Click  View/Edit from the  ACTION section. The system will generate a  CUSTOMER PROFILE window. The window displays a complete Customer and Member profile and changes can be made.
 
 
 
Step 4: In the  CUSTOMER PROFILE window, select  SUBMEMBER under the  Membership tab. Enter the necessary info then click  ADD SUB MEMBER. The sub-member will be added to the list and to remove it click the cross icon. The sub-member will be get deleted.




Customer Added to list:

 

Click on this icon to remove a sub-member: