Member with Active Term but not in Member Dues

If you have a contact in the Contact Database with an active term that is not showing up in the Member Dues module, it may be because the "In Dues" flag is off.

 

Step 1. In the Contact Database, use the table cogwheel to show the "In Dues" column.

Step 2. Search for the contact you are working with, check if there is a blue dot on the "in Dues" column for this record. If the dot is not there, proceed to Step 3. If the dot is there, please send a support ticket to the Customer Care team.

Step 3. Go to the Operations app > Data Manager module > Dashboard tab > Membership "Manage" button > Bulk Add Terms subtab > search for this contact > Set Member Flag to Yes. This field (yes/no fields are also called 'flags') determines whether a contact is in the Member Dues module.

Step 4. Done!


This may have happened if you chose to add a term to this contact by going to Member Dues module > Contact Detail > Terms tab > + Term. Adding a term in this way will not set this flag to 'yes'. The recommended way to add a term to a contact is to go through the Add Member Stepper (the green '+' button on the Member Dues module > Members tab.)