Member maintenance
Member maintenance

As you move through the various fields, you will notice that on the bottom right of the screen is an "About" box. This gives a description of what is expected within the current highlighted field.
- Personal details - Information specifically about this member.
- Work details - Up to 3 different workplace details can be stored. There are two dropdown boxes at the top of this section, these are used to select a workplace which have been already stored on the system.
- Pay details - As the member may be have more than 1 employer, therefore may receive more than 1 payroll deduction, this allows you to store up to 3 different payroll details.
- Statement details - Details used for sending periodic statements.
- Beneficiary details - Up to 5 different benefactors can be stored for this member.
- Bank details - Up to 4 different bank account details can be stored for this member, set in credit union maintenance
* The following fields are mandatory: "Member number", "Name", "D.O.B." (date of birth), "D.O.J." (date of joining) and "Status1".
You will also notice down the right hand side of the screen, are various useful shortcuts to other programs. Each program, when accessed using the shortcut, will automatically pass across the current member number.
When you have entered/amended all of the appropriate details, click
to add/update this record.
Once you have clicked the
button, you will be prompted to add a security password to the members account. If you don not have, or do not want to add a password, leave both boxes blank. This password is used as a security check within member enquiry.