general:grantsprojects_createmaintainmemberinfo
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| general:grantsprojects_createmaintainmemberinfo [2021/05/25 18:33] – emoreno | general:grantsprojects_createmaintainmemberinfo [2021/10/18 14:43] (current) – emoreno | ||
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| - | \\ [[grantsprojects: | + | ==== Create member records ==== |
| - | Add and maintain member information. As a fiscal agent, you can use the Security Administration application to limit the users who can view this information. Member Information records cannot be deleted; however, they can be set to inactive. | ||
| + | [[grantsprojects: | ||
| - | {{page> | + | Add member data to create a member record. Member information records cannot be deleted; however, they can be set to an inactive status. |
| + | For privacy purposes, fiscal agents can use the Security Administration application to limit the users who can view this information. | ||
| - | ---- | + | {{: |
| + | |||
| + | {{page> | ||
| - | [[grantsprojects: | ||
| - | Add and maintain member bank information. In order for a member to receive payments via an electronic funds transfer (EFT), you must add specific bank information for the member. You can add or edit information in the bank table at any time. | ||
| - | {{page> | ||
general/grantsprojects_createmaintainmemberinfo.1621967625.txt.gz · Last modified: 2021/05/25 13:33 (external edit)