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Built-in Personal Fields
Membership Type
Membership Type
Background
Define Membership
Assign Membership
Defining Membership Types
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Task
1
Define Membership types (Built-In Personal Fields)
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Membership Type
Criteria
Change Procedure/Consideration
Related Fields
Related Forms
Related Workflows
1
Community Particpant
other UU cong or cong in sympathy with UU
2
Former Member
was once a member, but has resigned or was removed during annual roll review
Left Membership Date
Reason Left Membership
Leaving Membership Workflow
3
Member
has completed membership ceremony
Membership Date
“Connect Form”
New Member Workflow
4
Member Deceased
was a member at the time of death
Deceased Date
5
Non-member Deceased
Participated in the church, but was not a member at the time of death
Deceased Date
6
Non-member Donor
non-member who donates money occ.
7
Non-member Participating
non-member who participates but doesn’t pledge
8
Non-member Pledging
non-member who made a formal pledge for current yr
9
Non-member Staff
staff or minister who is not a member
10
Participating Child
child participating in church activities
Photo Release
New Family Workflow
11
Visitor
completed guest card or participated for the 1st time within the last year
Date of First Visit
Guest Card
New Visitor Workflow
12
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Foothills Reference
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