Working with memberships and daily management tools
As you work with membership records, you will want to easily access a snapshot of how your members are trending, search for members by specific type, status, or other criteria, and work with individual contacts and their membership details. CiviCRM provides a host of tools to do these things.
From the main navigation bar, do a quick review of the Membership menu:
Dashboard: Provides a summary of current members by type and date range
New Membership: Lets you create a new membership record quickly
Find Members: Provides tools for searching through the member records
Import Memberships: Allows you to take records created in your previous system or other source and import them into the system
We won't review each of these tools in depth, but will take some time to highlight key features and considerations.
The Dashboard is a great way to quickly achieve a system snapshot of members. Remember when we configured membership status rules and there...
