Renew a Membership

Owned by Wanda Chambers (Unlicensed)
Last updated: Sept 22, 2020
1 min read
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Step-by-step guide

  1. Locate contact record

  2. Contacts

    A Contact is equivalent to a member/customer record in netFORUM.

    Find and view contacts  (Video)

    Link to Fonteva Users Guide: https://fonteva.atlassian.net/wiki/spaces/FLG/pages/880115827/Accounts+and+Contacts

    Note:

    • Depending on your permissions in Fonteva, you may or may not see options/links to edit a contact record.  If you have access to make edits, the pencil icon to the far right of an item will be bold when you hover your mouse over it. See this page for instructions on editing a contact record.
    • At the very bottom of a Contact record, you will find information on when the record was created and by whom and when the record was last modified and by whom.

    You can access Contacts via the navigation bar, global search box or the App Launcher. Reference screenshots below

    1. Click 'Contacts'.
    2. Navigate to an individual's contact record and click it.
    3. The Contact page is displayed. At the top of the page, you will see the Account Name associated with the Contact.  Every contact record needs to be associated with an account.
    4. Below the information referenced above, is a Related List Quick Links section.  Quick Links are shortcuts to specific areas of information for the contact record.
    5. Below the Quick Links, you will see a Related and Details tab.
      1. The Details tab displays additional information such as AIA designation, demographics, AIA member flag, licensure information, legacy account numbers, contact information, etc.
      2. The Related tab provides access to addresses, badges, membership orders, receipts, invoices, event registration information, notes, membership history, and firm billing contacts.


    Contacts page:


    Navigation bar:


    App launcher:



  3. Review information in the Membership section by scrolling down
  4. Click on Related tab to review additional information
    1. Review Term End Date
  5. At the top of menu on right side of screen, just below the pencil select down arrow
  6. Select Generate Bundle
  7.  
  8. Wait for pricing Bundle to be created, will see messaging that the Sales Order was created
  10. View Sales Order Lines
  12. Review total pricing
  13. Select Process Payment
  15. Apply a payment