To add membership details, first follow the instructions to create new contact. This will open a new window with blank fields for all the main details of a contact.
For each new contact you need to add at least the contacts surname from the main contact details screen.
Then, from the drop down menu in the top left of this new window, select membership details.
On the membership details screen you can store various details about the status of your members. If you do not run a membership organisation you can ignore this screen.
The first detail you can store about a member, is the type of membership they hold. The available types are shown in a drop-down menu that you can select from. As with most drop down menus, you can edit this list in the Profile section of Shindig. You can also record the contact's membership number.
Several fields are associated with dates relating to the contact's membership. For each field type in the date directly, using the format yyyy-mm-dd (shown in grey behind the field), or click on the calendar icon and click on the date you wish to use.
"Date Joined" should be used to show the date when the contact first became a member.
"Last Renewed" is self explanatory. The "Expiry Date" will usually be a year after the last renewed date, or whatever the usual term of your membership is, but you have the flexibility to make this date whatever you want it to be.
If there is no expiry date for this contact - for example, this person has life membership of your organisation, then you should click the "No Expiry date" box underneath the "Expiry Date" field.
You can also choose to mark as inactive when membership has expired. This means that at any date past the "Expiry Date" this record will automatically be treated as any other inactive record. That includes the inability to include this contact on lists, or to send campaign emails to this person.
Finally, there is space for you to write notes related to this person's membership.
Remember changes are not saved to your Shindig database until you press the "save" button.
Now you can close the window or move to another screen to store more details. Clicking the advance arrow (>) in the top right corner will take you back to the "Main Contact Details" for this person.
