Manage customers window - Status tab

From Customers, select Manage customers, find customer record, and select Status tab

Chapter

The prompt for this drop-down list displays when the Chapter prompt is set up by your administrator. Select the drop-down list on this field to select from chapter names defined by your administrator.

Join Date

Specifies the date the customer became active. Use a forward (/) to separate the month, day, and year values. When you enter a day, the system month and year is automatically entered.

Note: When a member joins online, the Join Date populates automatically with the current system date. Staff users can manually override this date if needed before processing the join.

Paid Through Date

Specifies the date that customer benefits expire. This date is updated upon Dues Payment (Cash Dues System) or Dues Billing (Accrual Dues System Option) processing.

Member Status

This display-only field displays one of the following status options:

  • New - iMIS sets the status to N when you insert a new customer record and when you change a nonmember record to a customer record (except for records with status D). If a record's status is blank, posting a Billing payment (advancing the PAID_THRU) will trigger status N.
  • Dropped - iMIS sets the status to D when you change a customer record to a nonmember record (which may already have status D) and when the Name.STATUS changes to an S* (suspended), I* (inactive) or D* (deleted) code from one that was neither S* nor D* (includes A* (active)).
  • Renewed - iMIS sets the status to R when you post a Billing payment (advancing the PAID_THRU) for a record with status N.
  • Reinstated - iMIS sets the status to S when you change a nonmember record with status D and Name.STATUS other than S* (suspended), I* (inactive), or D* (deleted) to a customer record and when the Name.STATUS for a customer record changes from an S* (suspended), I* (inactive), or D* (deleted) code to one that is neither S*, I*, or D*. If you post a Billing payment for a record with status D, iMIS sets the status to S and removes any Name.STATUS code set to S* (suspended), I* (inactive), or D* (deleted).

Member Status Date

This is a display-only field that defaults to the current system date (or the Billing payment transaction date) for each of these status changes except when you enter a JOIN_DATE for a new record, in which case the JOIN_DATE is used.

Date Added

This is a display-only field that displays the date the customer was originally entered in the database.

Last Update

This is a display-only field that displays the last date the customer's record was updated the database.

Last Updated By

This is a display-only field that displays the ID of the person who entered the update.