Adding a new Member

Users are able to add new Member at this screen. Click on the “Add” button located on the top left-hand corner of the Member page. The Add Member window will be displayed as below.

The Add Member window is divided into 5 different sections: Member Information, Membership Detail, Contact, Correspondence Address and Other. The user will need to enter the following information (all fields marked with an asterisk are mandatory field):

Field Name	Mandatory	Remarks
New/Exist	Yes	Click the appropriate radio button.
Name	Yes	Click on the Choose button.
Reference No.	Yes	Enter the reference number.
Reference Type	Yes	Options are provided in the drop-down box.
Member Info Section
Option: User may use the Copy from Master Account feature.
Name	Yes	Enter Name
Reference Type	Yes	Options are provided in the drop-down box.
Reference Number	No	Enter Reference Number
Reference Type Dependent Field	Yes	Depends on the Reference Type the user chose.
Billing Cycle	Yes	Specify the Billing Cycle
Remarks	No
Membership Detail
Card Number	Yes	Enter the Card Number then click the Read button.
Confirm Card Number	Yes	Confirm the Card Number then click the Read button.
Member Type	Yes	Options are provided in the drop-down box.
Member Expiry On	No
Contact
Business Phone	No
Business Phone 2	No
Mobile Phone	Yes
Fax	No
Email	No
Preferred Contact Method	No
Correspondence Address
Street Address	No
State	No
City	No
Country	Yes
Postcode	No
Other
GST	No
Number of Employees	No
Sub-Industry	No
Turnover	No

Once all the mandatory fields are entered, the user can click on the “Save” button located on the top right-hand corner to save the information or click “Cancel” button to exit the Add Member page without saving the information.

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