Type - This field determines whether the member type will be for contacts or accounts.
Membership Activation - This controls whether or not manual intervention is required to set a membership to active. Setting this flag to Automatic (default) tells the system to automatically change a membership from pending/provisional to active once the application is completed. Manual requires staff to periodically review completed applications and manually activate the memberships.
Display in Directory - Allows you to control which member types are displayed in the membership directory on the portal, if one exists.
Order Source - This field determines the source of the Order. If this field is not set, the system will default to the default member application order source entered on the Settings entity.
Note: For more details on the Order Source Functionality, click here.
Application Form - This lookup field allows you to link custom questions to the membership application.
Display on Portal - This controls whether contacts can view this Member Type on the Portal.
Terms - This text area allows you to enter the terms and conditions that applicants must accept when completing the online membership application.
Toolbar that allows you to view and/or edit the fees due as part of the application process for this Member Type. For more information about application fees click here.
Toolbar that allows you to view and/or create requirements that must be fulfilled in order for an application for this Member Type to be approved. For more information about membership requirement click here.