Difference between revisions of "Tactic Membership Management"
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Latest revision as of 12:30, 9 April 2022
Tactic Membership Management
- Tactic can manage your bank accounts but does not manage accountancy.
- This means Tactic does not suit needs of a big foundation (more than 5000 members).
- There is also no salary management module.
- The foundation management modules is however a very good choice if your foundation as a budget lower than 10 000 euros / dollars a year.
Creation of Personalized Attributes
- If you need to manage new attributes that are not supported on your members card (age of captain, size of member, etc ...).
- You can define in menu Members attributes then New attribute .
- The list of of new properties you want to manage.
- Choose the label that will be shown for attribute, its code (that will also be used as field in database), its type and its size.
New or Renew Member Subscription
- A membership can be seen as a contribution (payment).
- However, we use the term of membership for certain types of non-contributory members, in which case the fee is free.
- This does not exclude their presence as a member is limited in time as well as those who pay a membership fee.
- The term "membership" so characteristic of a renewal of the association from a date and for a fixed term, that renewal is paid or not.
Remove Any Members
- To remove a membership, go to the menu and then New membership Membership and enter the member sought.
- Or, go to the membership form and membership tab then New membership.
- The history of membership is kept also the Membership tab of the plug member.