Upgrade to Emeritus

Owned by Demetria Jones-Davis
Last updated: Sept 15, 2020Version comment
3 min read
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Once a member has been approved for Emeritus upgrade, you can perform the following steps to complete the process.


Step 1. Log into Fonteva.


Step 2. Search for the contact (member record) to be upgraded to Emeritus 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 verify the current subscription.

(The information will be displayed in the following tabs: Sales Orders, Subscription Lines, Receipts, Badges, Memberships, and Membership Type)


Step 4. In the Membership section, click the Edit pencil to the right of the Emeritus checkbox.  

This will allow the Emeritus status to be updated.


Step 5. Select the checkbox.  Click Save.


Step 6. Validate the update has been reflected within the contact information section (AIA Designation and Certificate Name).


Step 7. Validate the Emeritus price rules are applied to the member's sales order by utilizing Rapid Order Entry. 

On the contact record, click on the down arrow in the top right of the record.  Select the Rapid Order Entry option to open a new sales order.

Add a line item by searching within the Item Quick Add box.  The Select Plan should appear as "Dues - Payment in Full."

Once added to the sales order, both the membership line item price and the total items price should be listed as "Free."

The sales order can be deleted afterwards by selecting Exit. 

Click the Delete button from the sales order record to remove the sales order from the contact record.