Part 1: Managing a Members Profile

This video is Part 1 on How to manage a member’s profile. It shows how to perform actions using the Membership CRM. For example: disabling and enabling an account, switching a profile from being a member to a guest and vice versa, merging multiple instances of the same account, deleting a profile, adding manual financial contribution to a profile, assigning CRM access & permission to a member’s profile and accessing a member’s contribution statements.