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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: Double click on a member and 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. To delete the sub-member, click the red "x" and the sub-member will be get deleted.