Reactivate and/or Edit a unit
The process to edit a unit and to reactivate a unit within Core is very similar. In both cases you will select the Unit Actions drop down menu on the Unit Info panel on the member's profile page.
The All Changes tab displays the current Account Information. If you are trying to reactivate the membership without changing any of its properties you will only make sure the values are correct. If changes need to be made, staff have two options to make updates:
Using the navigations tabs at the top of the page
Clicking on the icons next to Home Branch, Billing Cycle, etc.
Staff will get alerted if the membership type selected does not match the number of active members in the unit. A different membership type might need to be selected or disable a member within the unit.
Staff will navigate through each page to make changes or just select Continue to skip if not applicable.
Things to keep in mind:
If you need to bill a long term membership without any proration you need to select
Todayfrom the Bill Day dropdown.Staff with proper permissions can now add multiple addons or discounts at a time (if applicable).
The system will automatically prorate to the billing date selected, but depending on user permission level staff might have a checkbox to waive this.
Staff can select the 'Auto terminate on (date)' checkbox if applicable.
Payment information can be added/updated on the All Changes page.