NAMI 360 – Screenshot Guide 3 New Memberships

1. NAMI 360 – Screenshot Guide 3 New Memberships

2. Test Case #9: Managing Membership eBatches

3. Click here to Manage eBatches

4. Click here to create a new eBatch

5. Click on Save to Add the new eBatch

7. Test Case #10: Adding an individual membership

8. Click here to Search for Individuals

9. Click on Search to Find Records Enter Search Criteria to find Individual Record

10. Click on Individual Record

11. Click on Add/Renew Membership

13. 1) Select Membership Package 2) Check Appropriate Withholdings 3) Select an eBatch 4) Click on Add/Renew Membership

15. Test Case #11: Adding a new record and its associated membership in single workflow

16. Click on Add Individual

17. Click on Save & Add Membership to add the new Individual and navigate the Join/Renew Membership page

19. Click on Add/Renew Membership to add the new Membership To the selected eBatch

20. Click on Close Batch when you are ready to proceed with Payment Process

21. Test Case #12: Closing a batch and proceeding with its payment

22. Click on Close Batch when you are ready to proceed with Payment Process

23. Click on Continue

24. Select the Payment Method

25. Click on Submit

27. Test Case #13: Verifying Newly added Memberships

28. Click on Manage eBatches

29. Click on eBatch Number to access eBatch records

30. Click on one of the records to verify the associated membership data