Step 2 - Check all details on the upgrade form are correct and update system with the correct details if required.
Step 2 – To process the upgrade – Click on the Upgrade button on the members contact screen on Helix. This will open the membership processing screen
Step 3 – On the membership processing screen, select upgrade membership
Step 4 – Click on Go to contact. This will take you back to the contact screen. You will see an Applied active membership on the membership screen.
Step 5 – Click and open the Applied membership and change to current if approved. Helix will automatically update the previous membership.
Step 6 – Click save
Step 7 – On the Activities screen, a membership upgrade pack will be automatically generated.
Step 8 – Manually send email to confirm upgrade through outlook. This Is located N:\Membership\- Membership Operations Team -\Drafts - Professional Membership
Step 9 – Helix will automatically place a note on the members record confirming the upgrade