Opportunity Management - Contact Management - Membership - Tab

Sample of the Membership tab on the Contacts screen

Pgm: SYSCNTCT – Contact Management; standard Treeview path: Opportunity Management > Contacts – Membership tab

This tab displays any professional associations or organizations to which the contact belongs. 

The following provides details about the fields on this tab.

Association

Professional association or organizations to which the contact belongs. Maintenance screen: Opportunity Management > Setup > Membership Maintenance.

Name

Name of association or organizations.

Membership Type

Select membership type from the list of values. Maintenance screen: Opportunity Management > Setup > Membership Maintenance.

NOTE: Click the Membership Type Maintenance option, as follows:

Description

Description of the membership type.

Membership No

Membership number.

Start Date

Date membership was issued.

Renewal Date

Date membership needs to be renewed.

Renewal Cost

Cost of renewing membership.