Reviewing Membership Information on Gift Entry

The Membership tab displays current, future, and past memberships for both the donor and the donor’s primary employer. This tab displays on the Simple Gift Entry and the Donation Entry screens, but it is labeled “Donor Membership” on the Simple Gift Entry screen.

This tab is available for any donation type.

From the Simple Gift Entry or the Donation Entry screen, access the Membership tab, as shown below. Review the membership information related to the donor and the donor’s primary employer.