Most fields are self-explanatory, but those that may not be include:

Edit Membership

Review membership information.

Membership Information

Membership Creation Date

The date that the membership was created.

Membership State

The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).

Term

Membership Option Start Date

Start Date

Use this option to manually override the start date that would otherwise be applied automatically as the membership is processed, or leave it blank to have the effective date automatically calculated once the membership renewal process is complete.

Expiration Date

Set this option if you wish to override the expiration date. Does not apply to membership types with unspecified expiration dates.

Renewal Information

The renewal information for this membership is displayed, including the status of other memberships in the series (e.g., Archived, Pending).

If you would like to add information about the individual's intention to renew this membership, use the pulldown list in the 'Renewal Intention' field and select one of the values (e.g., 'Undeclared', 'Intending to renew', 'Not intending to renew') and add a comment if you wish. This comment will be displayed in this user's activity record, which can only be viewed by administrators.

Note

Automated email renewal notifications will not be sent for memberships that have been designated as not intending to renew.

Suppress Email Notifications

Kavi Members automatically sends email to provide notification of events. Leave this option set to 'No, do NOT suppress email notifications' if you would like Kavi Members to automatically send an email notification of this event.

If you would like to prevent automated email notification of this event from being sent, set this option to 'Yes, suppress email notifications.' If set to 'Yes', only email notification of the the current transaction will be suppressed. However, receipt email is always sent when issuing a paid bill.

Note

Until you become familiar with the Kavi Members system, the way this option is presented may seem counterintuitive, since a 'No' answer means that email will be sent automatically, whereas a 'Yes' answer means that it will not because it will be suppressed. One of the features of Kavi Members is that it can be configured to send email notifications automatically as part of it's routine handling of events related to the membership process, such as sending welcome email with login links when a new member joins and renewal reminders for memberships that are going to expire. But sometimes events occur that are the exception to the rule, and in these cases it may not be appropriate to send automated email notification, so this option gives administrators the ability to suppress the automated email feature.

Important

If you opt to suppress the Kavi Members automated email notification system, other arrangements must be made to provide any necessary notification of this event.

Most fields are self-explanatory, but those that may not be include:

Preview — State

Important

This field will alert you to any changes in membership state that may occur as a result of this edit. Changes in membership state have many potential consequences and may commonly affect user permissions and access to protected areas of the web site.

Term — Membership Term

The term for this membership, including any edits you may have made.

Automated Notifications — Suppress Email Notifications

This field indicates whether email will be sent automatically, in which case the text 'No, do NOT suppress email notifications' will be displayed; or, if you have elected to prevent automated email notifications from being sent, the text 'Yes, suppress email notifications' will be displayed.

Fields:

Template

The email notification template on which this email is based.

To:

The user to whom this email will be sent.

Cc:

A list of email contacts, aliases or addresses that will be cc'd when this email notification is sent.

From

An email address identifying the sender of this email. Generally this field includes the administrative alias in the format admin@your_domain.org.

Subject

The text that will appear on the subject line of the email.

Body

The body of the email to be sent to the user.