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This guide outlines the steps for managing membership renewals using NAMI 360, covering critical test cases to streamline the renewal process. You'll learn how to create and manage eBatches, search for individual records, add and renew memberships, and handle multiple renewals efficiently. Each test case includes clear instructions on selecting packages, updating information, and finalizing payment processes. Master these functions to enhance your organization's renewal workflow and ensure timely membership management.
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NAMI 360 – Screenshot Guide 4 Renewals
2) Click on Search to Find Records 1) Enter Search Criteria to find Individual Record
Click on Add/Renew Membership
1) Select Membership Package 2) Check Appropriate Withholdings 3) Select an eBatch 4) Click on Add/Renew Membership
Test Case #17: Adding Multiple Membership Renewals to an eBatch
Click on Manage Membership
1) Create a New Batch if not already done 3) Click on Search to Find Records 2) Enter Search Criteria to find Individual Record
4) Click on the checkboxes next to the records you want to renew 5) Optionally, enter a new Renew Date 6) Update Organization Withholdings
8) Click on Add Records to Batch 7) Select an eBatch
If needed, update Organization Withholdings If needed, update Membership Packages
Click on Close Batch when you are ready to proceed with Payment Process
Click on Close Batch when you are ready to proceed with Payment Process
Select the Payment Method
Click on Manage eBatches
Click on one of the records to verify the associated membership data
