Trinexum Resource Center

A member is missing from the Corporate Management membership document

Last Updated: Nov 25, 2015 12:03PM CST
Corporate Management Membership FAQ

If a member is missing from the corporate management membership payments tab, what could be the reason?
  • Is the member still active?  In order for a member to display on the payments tab they MUST be an active member. 
  • Is the person that is missing the Billable Member?  The payments tab will only display the billable member on the membership.
  • Is the member linked to the corporation on the demographic tab in People & Families? In order for the member to show up on the payments tab they will need to have the corporation selected on their Demographic tab under Back Office > People > People & Families.
  • Does the member have a balance?  Without a membership Outstanding Balance the Corporate Management membership payment area won’t include that member.  To see if the member has a balance, go to their Smart Cart record and look at their Outstanding Balances. 

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