1. Open and log on to Member Management. The Member list will appear.
2. From the View menu, select Member Types or click the Member Types icon on the Member Management toolbar.
3. Click Add.
4. Enter member type information as follows:
· Type Code: Enter a unique code (up to four digits) to identify the member type.
· Global?: If you would like members of this type as well as images and messages tied to the member transferred to all other branches connected to the server, check this box. This will allow facilities to admit members from their local database without a lookup to the server. For example, if a member's home branch is 001 and their member record and image are sent to the server, when the server identifies the member as a "global" member, the information is immediately sent to all branches. As a result, when the member enters Branch 002 and a message is entered for him, it will be distributed to other branches, including 001.
Note: The global option does not transfer member history.
· Desc: Enter the membership description (e.g., +55/Senior) as you would like it to appear in the system.
· Desc (Card): Enter the description as you would like it to print on membership cards (e.g., Senior Membership).
5. Click OK to exit the screen and save the information. The member type will now be available to choose from on the Membership Information tab of the Program Options screen.