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Viewing and Updating a Constituent's Dues Basis

Paige Freeman
  • Updated

From the Dues Basis History screen, you can define a basis type that describes the type of membership dues basis. Trade members typically have dues that are based on a membership basis value that changes from year to year. Renewal dues are calculated based on last year’s basis. If the company updates the basis value, the dues need to be recalculated.

You must belong to a security group with at least VIEW permission to the CRM360.CustomerDuesBasis application in order to view this screen. For more information, please see Constituents Security.

To view the constituent's dues basis history, select Dues Basis from the Financials tab. The Opt-In/Opt-Out screen displays, as shown below. From this screen, you can add a new dues basis record, click the pencil icon to edit an existing record, and/or click the additional options menu and select Delete to remove an existing record.

Adding a New Dues Basis Record

To add a new dues basis record:

  1. From the Dues Basis History screen, click the New Dues Basis Record link in the upper right of the screen.
    The Add New Dues Basis Record screen displays, as shown below.
  2. Select the appropriate Basis Category from the drop-down.
  3. Select the appropriate Basis Type from the drop-down.
  4. If you select "Basis Date", select the Basis Date and End Date.
  5. If you select "Basis Value", enter the Basis Value.
  6. By default, the Start Date is set to today. Change this date if necessary.
  7. Click Save.