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Managing Memberships

  • Does NAMI send out renewal notices to my members?
  • How can I receive notifications when a member joins or renews on NAMI.org?
  • How can I see what membership(s) an individual has?
  • How can my NAMI Affiliate receive our portion of dues via direct deposit?
  • How do I access the monthly distribution reports?
  • How do I add a new membership?
  • How do I create a batch?
  • How do I edit memberships in a batch?
  • How do I pay a batch?
  • How do I process memberships?
  • How do I remove a membership from a batch?
  • How do I renew a membership?
  • How do I transfer a membership from one affiliate to another?
  • How do I view all members?
  • What are the NAMI membership dues rates?
  • What do "Withhold Local" and "Withhold State" mean?
  • What do active, lapsed, and dropped mean?
  • What do the terms Stage, Legacy, Closed Won, and In Batch Processing mean?
  • What is a batch?
  • What is the monthly distribution?

Categories

  • Getting Started
  • Managing Constituents
  • Managing Memberships
  • Managing Programs
  • Managing States and Affiliates
  • Reporting
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