The Chartered Institute of Marketing

Step 1 – Open the membership record Step 2 - Check all details on the upgrade form are correct and update system with the correct details if required. ...

Step 1 – Open the membership record Step 2 - Check all details on the upgrade form are correct and update system with the correct details if required. ...

Step 1 – Check membership application details and update if necessary. Step 2 – Once contact details has been updated, you will need to click on the new...

Step 1 - On Dynamics click on the membership drown button. A drop down menu will appear. Step 2 - Click on Reports. An available reports page will appea...

Step 1 – Locate the membership record Step 2 – Scroll down the membership record to all invoices Step 3 – Click on the plus (+) icon, this will populate a ...

Step 1 – Open up the membership record Step 2 – Click on the Renew button Step 3 - You need to select the payment type Bank Transfer etc Step 3 - Type in ...

Step 1 – Open up the membership record Step 2 – Click on the 3 dots located on the top of the record. A dropdown list will appear~ Step 3 – Click Ad...

Step 1 – Open up the membership record Step 2 – Scroll down to Billing/Mandate Details Click on the Renew button Step 3 – Amend the details as required i.e...

Step 1 – Open up the related invoice Step 2 – Click on the drop down arrow next to the Invoice title and then select Membership. This will bring up all the ...

Step 1 – Open up the contact record Step 2 – Click on the most current membership. This will open the membership information screen where you will see the c...