Kavi® Members Help

Chapter 19. Kavi Members FAQ
	Part II. Kavi Members FAQ

Chapter 19. Kavi Members FAQ

Table of Contents

Kavi Members FAQ

Kavi Members FAQ

Billing integration

1. Integration with Kavi Billing FAQ
Q:	What happens to a bill when I delete or replace a membership?
A:	Bills are never deleted, even if the billed membership is deleted or replaced.

Logs

1. Logs and Activity History FAQ

When should I view an activity history and when should I view a log?

An activity history is designed to provide a human-readable overview of changes to user or company data, and is generally the quickest and easiest way to get information that will allow you to review the type of change that occured, when it occurred and the entity driving the change.

When you require highly detailed and technical information about data changes, it sometimes becomes necessary to examine the Full Activity Log for information that isn't available in more readable formats. This might include the names of the specific database fields that were changed and the new field values.

Duration and term

1. Membership FAQ
Q:	What is the difference between the duration of a membership and the term of a membership?
A:	The duration of a membership is the length of time that a membership lasts, regardless of start or end dates. The term of a membership is the range of dates during which a membership is current. There are three types of membership durations: 'Fixed Dates,' 'Fixed Duration' and 'Lifetime.' Examples of each help illustrate the distinction between the duration and term of a membership. Fixed Dates Fixed dates membership types have a fixed start date and fixed expiration date. The standard term of this type of membership is defined by these fixed dates, and the duration is equal to the number of days (or other period of time) that elapse during this term. Memberships acquired after the fixed start date will have a term that begins on the date the membership is approved, but will expire on the fixed expiration date, so the duration of these memberships will be shorter in actuality than the duration defined for the membership type. Fixed Duration If a membership type has a fixed duration of one year, all memberships of this type last one year, but the terms of the memberships would vary depending on the date the membership is approved, as the start date and expiration date of each membership would be based on this date (e.g., a one-year fixed-duration membership approved on Jan 1st would have a term of Jan 1st to Dec 31st, whereas a one-year fixed-duration membership approved on June 1st would have a term of Jun 1st to May 31st of the following year). Lifetime Lifetime memberships have no end date. The duration of a lifetime membership is indefinite. The term's start date is set to the same date that the membership is approved, and the term has no expiration date. See also Membership Setup.
Q:	How I track members renewal intentions?
A:	Go to Manage a Company or Manage a User. Find the membership in the Membership section. If the membership is eligible for renewal, the 'Renew' link will be visible. Click the 'Edit' button to go to the Edit a Company Membership or Edit an Individual Membership tool. Assuming the membership is eligible for renewal, the Renewal Information section will display a 'Renewal Intention' pulldown menu where you can 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 members's activity record, which can only be viewed by administrators. Automated email renewal notifications will not be sent for memberships that have been designated as not intending to renew. Click 'Preview' at the bottom of the page. Your edits are displayed for you to review. If you are satisfied with your edits, click 'Save'.


Part II. Kavi Members FAQ		Part III. Kavi Members Publicly Accessible Tools

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