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| import | https://dl.dropboxusercontent.com/s/eyef80ixe2t6q7y/commconn-team-portal.css?dl=0 |
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The panel on the right side of a customer’s record shows their membership information.
Image Removed
Image AddedHere, the user can see what type of membership the customer has.
If the customer has never had a membership plan, this panel gives the user the ability to add a membership for the customer.
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The user must have Sales permission to add a membership plan, as clicking the “+” button will redirect them to the sales module. |
The membership panel also shows whether the plan is an individual or a multi-member plan.
There is a label that shows if the plan is current, starting in the future, or expired.
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Expired memberships will show here until a more current, active membership takes its place. |
For current or expired plans, there is a renew button, so the user can easily renew the membership from the customer’s record.
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The user must have Sales permission to use the renew button, as clicking it will redirect them to the sales module. |
The dates and number of members associated with the plan are shown below the heading of the membership panel.
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