Understanding the Membership Director Role-based Profile

Aptify includes several pre-defined role-based profiles that can simplify a particular type of user's interaction with the system. Aptify has designed one of these profiles based on the typical requirements of an organization's Membership Director. This profile provides easy access to the information and functions within Aptify commonly accessed by an individual who is responsible for monitoring an organization's membership statistics.

A role-based profile is intended as a starting point for a particular type of Aptify user. As applicable, an administrator can leverage the profiles provided by Aptify to create new profiles specific to an organization. Also, once an end user's Aptify profile has been created, he or she can modify the profile as needed to personalize the Aptify user experience.

See Using Role-based Profiles for more information on role-based profiles.

This topic describes the design and layout of the Membership Director profile included with Aptify. It covers the following sub-topics:

• About the Membership Director Main Dashboard
• About the Membership Director Shortcuts
• About the Membership Director Subscribed Applications

About the Membership Director Main Dashboard

The main dashboard for the Membership Director profile includes the following elements:

• Membership Button Bar: The top left side of the Membership Director's main dashboard contains a button bar with the following buttons:
  • Membership Retention: Click this button to load the profile's Membership application dashboard, which provides access to information about people whose memberships are nearing expiration and former members. See About the Membership Director Subscribed Applications for details.
  • Membership Enrollment: Click this button to launch the New Membership Wizard. See Using the Membership Enrollment Wizard for details.
  • Membership Orders: Click this button to load the profile's Order Entry application dashboard, which provides access to information about recent membership orders, current campaigns, and membership types. See Membership Director's Order Entry Application for details.
  • New Person: Click this button to open a new Persons record to add a new person to Aptify.
  • New Company: Click this button to open a new Companies record to add a new company to Aptify.
    
    
• Most Recently Used Items: This part displays the user's most recently used records and views. See Using the Desktop Client Most Recently Used Dashboard for details. Note that this item is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).
• Active Membership Count: A column chart that displays the number of active members for each membership type. The view defines a membership status based on the End Date in the corresponding Dues-based Subscriptions record.
• My Recent Contact Log Activity: A list view that displays the Contact Logs that the current user created over the past 30 days. Note that this view is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).
• Current Committees: This list view displays information about the organization's active committees. The view includes a hierarchy sub-view of Committee Terms for each displayed committee, which in turn includes its own sub-view of Committee Term Members.

About the Membership Director Shortcuts

The Membership Director profile includes three shortcuts that provide instant access to Person and Company information in Aptify.

• Find Person by Name: A prompt view to locate a Persons record based on a person's first and last name. The view includes hierarchies that display order and contact log information related to a particular person.
• Find Person by Company: A prompt view to locate all people affiliated with a particular company. The view includes hierarchies that display order and contact log information related to a particular person.
• Find Company by Name: A prompt view to locate a Companies record by company name.

About the Membership Director Subscribed Applications

The Membership Director profile is subscribed to two applications by default:

• Membership Application 
• Order Entry Application

 Each application has its own dashboard that provides access to information that is important to an organization's membership director.

Membership Application

The Membership Director subscribes to the following services by default in the Membership application. Note that a user can add or remove services as necessary using the Application Services dialog. (See Adding and Removing Services for details.)

• Contact Log
• Companies
• Persons
• Tasks

The dashboard for the Membership application includes the following elements from left to right:

• Membership Expiring in the Next 60 Days: This is a list view of people whose membership dues are set to expire within the next 60 days (based on the end date of the corresponding Dues-based Subscriptions record).
• Former Members: This pivot table displays information about expired memberships based on the status and/or End Date of the corresponding Dues-based Subscriptions record. The pivot table groups together expired membership by company and displays the number of expired memberships per selected time period (such as year, quarter, and month). A user can also filter results within the table based on the type of company.

Order Entry Application

The Membership Director profile subscribes to the following services by default in the Order Entry application. Note that a user can add or remove services as necessary using the Application Services dialog.

• Orders
• Payments
• Campaigns
• Subscriptions

The dashboard for the Order application includes the following elements:

• New Memberships: A list view of orders that contain a membership dues order line over the last 90 days. It includes a hierarchy sub-view of Order Lines.
• Current Campaigns: A list view of current campaigns. The view includes hierarchy sub-views for related campaigns, discounted products for the campaign, orders that reference the campaign, and opportunities that reference the campaign.
• Membership Products: A list view of membership dues products.