Skip to content

Commit

Permalink
Changes for issue civicrm#254 for manual-entry-of-memberships.md
Browse files Browse the repository at this point in the history
  • Loading branch information
Steve Kessler committed Apr 2, 2018
1 parent edaff97 commit 17a1375
Showing 1 changed file with 6 additions and 8 deletions.
14 changes: 6 additions & 8 deletions docs/membership/manual-entry-of-memberships.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,7 +2,7 @@

Although CiviCRM provides a tool set allowing website contacts to
self-serve and become members without intervention required on the part
of office staff (which can be very powerful and save organisations a lot
of office staff (which can be very powerful and save organizations a lot
of administration time), there are many situations when memberships need
to be processed manually. This chapter describes the various ways in
which office staff (or any appropriately permissioned users) can
Expand Down Expand Up @@ -69,7 +69,7 @@ membership ***OR***

- **Choose Price Set**: select Choose Price Set rather than Membership
Organization and Type if you have various fee structures for different
classes of memberships. (see the chapter *membership price sets* for more
classes of memberships. (see [*membership price sets* ](https://docs.civicrm.org/user/en/latest/membership/membership-price-sets/)for more
details)

- **Number of Terms:** enter the number of membership periods or terms
Expand Down Expand Up @@ -106,8 +106,8 @@ the Membership.
membership record. As indicated by the title, it overrides the status
automatically provided. You should use caution with this field as
setting it will stop the status from automatically updating based on the
membership status rules you have set up (see the chapter *Defining
memberships).*
membership status rules you have set up ([*Defining
memberships*](https://docs.civicrm.org/user/en/latest/membership/defining-memberships/)).

- **Record Membership Payment?**: by checking the box and completing the
transaction fields displayed, you will record the money paid for the
Expand Down Expand Up @@ -220,10 +220,8 @@ set of membership records that comes from a source outside of CiviCRM.
This feature can also be used to update large numbers of existing
memberships with new information.

You should read the *Importing Data* chapter in the *Common Workflows*
section, before you begin importing memberships since this gives lots of
relevant general information. Here are a few details specific to
membership importing that you should be familiar with.
You should read the [*Importing Data*](https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/) section under *Common Workflows*, before you begin importing memberships. This gives you lots of
relevant general information on importing data in CiviCRM and specifically on [importing memberships](https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/#import-memberships).

- Contact records must exist before you import membership data. If
you want to import membership data for contacts that do not yet
Expand Down

0 comments on commit 17a1375

Please sign in to comment.