Working with memberships and daily management tools
As you work with membership records, you will likely want to easily access a snapshot of how your members are trending, search for members by specific type, status, or other criteria, and work with individual contacts and their membership details. CiviCRM provides a host of tools to do these things.
From the main navigation bar, let's do a quick review of the Membership menu:
Dashboard: This option provides a summary of current members by type and date range.
New Membership: This option lets you create a new membership record quickly.
Find Members: This option provides tools for searching through the member records.
Membership Reports: This option lists all existing membership report instances created in the system.
Batch Data Entry: This option provides tools to enter membership records and their contribution records in bulk. This set of features is detailed in the
Accounting batches
section in Chapter 8, Fundraising for Your Mission. The only...