How to add A Trade member

The individual is the foundation of our record, so when you are ready to add a member record, begin from the key contact's individual record.

1. Choose INDV from the SAMS toolbar and select the individual from the List tab.

2. Select the Details tab.

3. Access Trade Membership through the sub-menu by either:


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A blank membership screen will appear

4.  Choose the add button or F8 to add a new member.


5.  The demographic information included on the individual's screen is automatically added to the new member screen.  


6.  The only information that MUST be added is a dues code on the financial tab.  Once that is completed, you could save this record.   Prior to adding a dues codes, these codes must be established in the look-up table.