Membership
How to Transfer Membership from One Organization to Another
There isn’t a way in MatrixMaxx to directly transfer a membership from one organization to another. Here is what we recommend doing in a situation where the membership needs to be moved.
Creating an Export of Dues Paying Organizations
It is very simple to create an export from MatrixMaxx that only holds dues paying organizations and not the organizations that inherit membership. Here is how:
How Invoices with Installments Work in MatrixMaxx
If you have the optional installments setting turned on for your implementation, you may wonder exactly how the invoices work and what shows on each one. The following is a breakdown of how it works.
My Account and How it Works
The My Account upgrade feature in MatrixMaxx is a very easy way of seeing all the financial transactions for an organization for the past three years. The are two displays for this feature, the Intranet display allows association staff the history for a particular organization. The WWW display allows the Member Primary and billing contacts…
Using Change History to see if an Application has Changed
In many cases, your members have the ability to edit applications or registrations after their initial submission. You may view these edits using change history reports provided with each application.