Viewing Member History Tab

Modified on Thu, Aug 22 at 2:48 PM

Member History tab

The Member History tab shows you all the Member Activity Transactions and all of the uploaded Member Forms related to the member record.

The first table in Member History includes the forms/documents bar.  The letter R indicates the form was Received and NR indicates the form was Not Received.

In the example below confirms the Member photo and Dues Deduction Card was received.  The Beneficiary Card was Not Received.

Requirements for what is and is not required is based on the member’s last Member Activity Status, (ex. the Clearance Card will not be listed Not Received until the member has been granted a Clearance Card.)

 

The second table within Member History is the Member Activity History which shows you all prior changes to the member record and the associated information with that change.

To Add a form to the member history, click on the Edit Action on the right of the activity row.

Contact IMS Support Team ([email protected]) for assistance with changes.

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