Jorba Membership Fulfillment Workflow Lookup Memberships | Scribe

    Jorba Membership Fulfillment Workflow Lookup Memberships

    • Tom Hennigan |
    • 0 step |
    • 48 seconds
      In CiviCRM
      Click the Search tab then "Advanced Search"
      Click "Contributions"
      To specify a date of a date range , click here.
      Click "Choose Date Range"
      Click the "" field.
      Click "11"
      You only want memberships that are completed. Click "Contribution Status"
      Click "Completed"
      Next to limit the results to memberships click here.
      And choose "Member Dues"
      Click "Search"
      You will get an alphabetical list of the folks that joined in that time period.
      Once you have the list of membership you want to process, you can perform any number of tasks like merge and print a membership welcome letter, add records of activities etc.
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