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Step 1: Login to Fonteva. You will land on the Home page.
Step 2: Search for the contact (member record) that you want to upgrade through the global search box or the Contacts Tab. Once selected, the contact record will appear.
Step 3: Validate the contact information, in the Related list quick Links to know the current subscription. (The information will be displayed in the following tabs: Sales Orders, Subscription Lines, Receipts, Badges, Memberships, and Membership Type)
Step 4: Click the upgrade button to initiate the upgrade process.
Step 5: A new form will pop-up with the required fields that needs to be filled out to complete the upgrade. Once all the information is entered, click Upgrade. (You may verify license information through the hyperlinked Verify License Info button. This link will direct you to the NCARB website.)
The system will show the following message:
Step 6: Validate the contact information in the Related List Quick Links to confirm the upgrade has been successfully |
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completed. (The information will be displayed in the following tabs: Sales Orders, Subscription Lines, Receipts, Badges, Memberships, and Membership Type)
Step 7: You will see that the previous membership has been cancelled and the new membership selected in the upgrade has been created.
Step 8: You will see that new badges have been assigned to this member and all previous badges have been deactivated.
Step 9: As its a $0 upgrade, so the receipt has been automatically created and posted.
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