These fields automatically capture important information about a Contacts membership. All fields are automatically set based on a membership transaction, with the exception of the two opt-out fields. With these fields stored on the contact you can easily run reports to find contacts with any of these values, or create workflows to notify staff about upcoming dates, or create list views based on any of these values, etc.

As part of the migration from Common Ground, we captured the legacy values and stored them in specific fields. As soon as SFZC feels appropriate, we recommend you remove these fields from the layouts to hide them from staff. This will help avoid confusing staff.  In the future, you should consider purging these fields altogether as they will quickly have no value.

Most of these fields are part of the WE application and are being set by the integration with WE.

Shows all memberships, including past "completed" memberships as well as current "Active" and future "Pending". By selecting each record you can find the detailed dates, levels and all associated payments.

This list of Memberships shows where a Member actually purchased a Membership for another person. This list allows you to quickly find related members to the primary person and view the status of that membership.