Memberships

Memberships track the formal membership relationship between a contact and your organization. Each membership record links a contact to a membership level and records start and end dates.

Membership List

The Memberships index shows all active and historical membership records. You can filter by status, membership type, or date range.

Creating a Membership

• Contact (required) — the contact this membership belongs to.
• Type / Level — the membership tier (e.g., Individual, Family, Sustaining).
• Start Date — when the membership period begins.
• Expiration Date — when the membership expires. Leave blank for indefinite memberships.
• Status — Active, Expired, or Lapsed.

Renewing a Membership

To renew, open the existing membership record and update the expiration date and status. Alternatively, create a new membership record and mark the old one as Expired.

Reporting

Membership records can be filtered and exported from the list view. Use the date range filter to find memberships expiring in the next 30–90 days to support renewal outreach.

Deleted Records and Trash

When you delete a membership, the record is soft-deleted — it is hidden from normal views but kept in the database so it can be restored if needed. Memberships can also be managed from the Memberships tab on a contact record, where the same trash controls are available.

Viewing trashed records

Use the Trashed filter above the table to control which records appear:

• Without trashed (default) — only active records are shown.
• With trashed — active and deleted records are shown together. Deleted records can be identified by the Restore action in their row.
• Only trashed — only deleted records are shown.

Restoring a deleted record

Find the record using the Trashed filter set to With trashed or Only trashed, then click Restore in the row actions. The record is immediately returned to active status.

Permanently deleting (purge)

Force-delete permanently removes a record from the database. This action is restricted to super-admin users and cannot be undone. Force-delete appears as an action on trashed records only when you are logged in as a super-admin.