Posts

Scheduling Recurring Memberships

Hello I think we should be able to add a membership workflow to where we are able to schedule the first tune-up for heating starting in September and the first cooling tune-up starting in April. Currently, we can only choose in how many months would ...

Membership file

Please add a access link on the membership form to view and go to location file. As of now, you can only go to the customer file and not the location file. The location has all the information needed to build or renew the membership so why not have q...

lpalladi by New Contributor III
  • 1828 Views
  • 1 replies
  • 0 kudos

Transfer of Memberships

Is it possible to transfer a membership and the associated deferred revenue to a new customer/location account. Scenario: We offer septic memberships and do startups of new systems for builders. The builder pays for the startup and a 1 year membershi...

amiller1 by New Contributor
  • 3334 Views
  • 9 replies
  • 3 kudos