To add organizations:

1. In Membership PLUS click Members.
2. Select Organizations.
3. Click the Add button at the top of the screen.
4. Enter the Organization Name.

   Membership PLUS provides fields that allow you to enter several different names for any organization. Organization Name: The only name that is mandatory when adding an organization into Membership PLUS. Contact Name: You can enter the name of a specific person associated with the organization who is your primary representative. For example, if you are a service group and Acme, Inc. is a sponsor of one of your annual events, you might enter the name of Acme, Inc.'s president or public relations officer here. Mailing Line 1 and Line 2: This is the information that should appear on a mailing label. Membership PLUS creates the mailing label lines based on the entries in the Organization Name and Contact Name fields, but you can manually change this information.

5. Enter the Company Address.
6. Add the appropriate Contact Information for the Organization.

   To add contact information:

   1. On the Data Entry page, go to the Contacts section.
   2. Select the desired contract type from the Contact Type field drop down list.
   3. Enter the Phone Number, Email Address, or other contact information.
   4. Mark the Show On check box to make the contact available for reporting purposes. Mark the Unlisted option, if the individual does not want the contact information made available to other members of your organization.
   5. Click the Add button to the right of the contact field.

      

   Contact selections are specified in the Members section of the Properties dialog box.

7. Enter any appropriate Dates for the Organization.

   To add a date:

   1. On the Data Entry page, go to the Dates section.
   2. Select the desired Date Type from the date drop down list.
   3. Enter the appropriate Date or click the Calendar button to select the date.
   4. Click the Add button to the right of the date.

      

   Date fields you want to track are specified in the Members section of the Properties dialog box. It is not necessary to enter all three date components in the Month, Day, and Year fields. For example, the date the family joined your church or service group may require only the month and year for accurate record-keeping.

8. Enter any User-Defined information for the Organization.

   To add User-Defined information:

   1. On the Data Entry page, go to the User-Defined fields section.
   2. Select the desired User-Defined field from the drop down list.
   3. Enter your data in the field provided.

      The fields vary, depending on the format of the user field that has be defined. See Knowledge Base Article 23510 on How to Set Data Set Properties to learn more about the User-Defined fields.

   4. Click the Add button to the right of the user field.

      

   Membership PLUS stores a great deal of information, but every organization has its own special needs. User-defined fields provide a way for you to track any information not accounted for elsewhere in the Membership PLUS database.

9. Click the Save button at the top of the page.