Looking up EFT members without future dues

Here's how you would create a report showing EFT members without future dues.

  • In the Data Entry main window click Reporting and then select Customer Queries to open the Customer Queries window.
  • Under Constraints select
    • Membership: Dues: Under parameters select a value of All and then click the Not this constraint checkbox.
    • Membership: Membership Form of Payment: Under parameters select Bill Me.
  • Click the Review Query button to run the report.
  • Under Save Results, you can choose if you want to load these customers in Data Entry (to change memberships to adult, for example), create a report, add a bulk note or save an email list text file (to send a promotional birthday email, for example).
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