![]() If you want to change the customer, membership type, or stage for a membership in the cart, we recommend you delete the current cart item on the Verify Cart Step of the order process, and add a new cart item with your desired settings and product selections. Once your selections are complete, you can click Save to add the cart item to the cart or Cancel to discard your selections. You will then be taken to the Verify Cart step. Only appeals where Status is Active are displayed. You can select one of more donation products, chose the appeal to which it relates, and enter the gift amount. The Donation Products section displays all products linked to the chosen membership type where Purpose is Donation. You can change the Price for each product in the list, so you can set the cost of each product. Optional and linked products are not selected and you can select the ones needed for the customer. Required linked products are automatically selected though you can deselect them if not needed. The Other Products section displays all products linked to the chosen membership type where Purpose is Required or Optional. You can change the Start Date, End Date, and/or Price for each products in the list, so you can set the customer's membership term and cost. If there are more than one Primary linked products, you can click to select a products for the customer. ![]() If there is only one Primary linked products, the products is automatically selected. The Membership Products section displays all Membershipproducts related to the chosen membership type where Purpose is Primary. The productproducts related to the chosen membership type display and you can hover over each products name to see some record detail or click to browse to the record for more information. If the selected membership type is set up to be automatically renewable, you can select Automatically Renew? to enable automatic renewal for the membership. ![]() If the customer is not a member, the selection defaults to Default. ![]() If the user is a current member, the selection defaults to Member. You can use Price Class to select the price class to use for the customer. If the customer is a current member, the selection defaults to Renew. If the customer is not a current member, the selection defaults to Join. You can use Stage to select what stage of a membership you would like to select for the customer. Membership Type lists all membership types available to the chosen customer, depending on if the customer is an individual or company. You can click Membership Type and select the membership type for the customer. To view the details of the selected customer's most recent membership, click Current Membership Detail. Reviewing the Customer's Current Membership Details If more than one account is found that matches the name entered, a message displays to let you know and you can choose which account to use as the customer. By default, the Bill To account for the cart is selected as the customer but you can change this by entering full or partial name of the individual or company and clicking Nimble AMS, Staff View, Button, Lookup. This determines who will be listed on the membership cart item. To get started, you can use Customer to select the constituent who is the customer purchasing the membership. When you are done using this page, the selected membership products(s) are added to a membership cart item, which is added to the cart. Membership is a type of product in Nimble AMS, and is created to represent membership dues, chapter dues, or other types of membership options offered by your association. How can Nimble AMS features serve your association? Our system provides several advantages for associations with your unique requirements.When a constituent is joining or renewing as a member, the Add Membership page is the part of the order process where you select the membership type and related options to include in the membership cart item. With Nimble AMS, you get a system that can handle your industry’s demands and enable efficient, clean data management. We launch these free updates three times per year, with every client on the same version. Nimble AMS also releases additional features and improvements tailored to associations’ needs. If you’re aiming to increase productivity, you need a software solution and vendor that will help you implement your new AMS with few interruptions to your association’s workflow. Our system will work with your existing processes and current tools to reduce manual work, improve efficiency, and optimize data management across your organization. Salesforce and Nimble AMS deliver configuration, analytics, and automation features on an integrated platform to optimize your workflow. Available on the Salesforce platform, Nimble AMS delivers the innovation and reliable performance our clients expect from Salesforce technology.
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